Campaign Consulting Services

• Define the goal, campaign objectives and timing of the project and the campaign.

• Develop the Case Statement, which then serves as a basis for a campaign brochure and other appropriate materials.

• Help to establish a Campaign Steering Committee and appropriate subcommittees.

• Provide support for and attend Steering Committee meetings.

• Write the Campaign Plan outlining goals, timelines and job descriptions.

• Prepare a gift scale and resource chart.

• Develop naming opportunities and gift acknowledgement and recognition programs.

• Develop campaign tools and resources such as files, computer systems, reporting procedures and crediting policies.

• Help identify potential sources of individual, foundation and corporate support.

• Guide your staff in researching major individual, foundation and corporate prospects.

• Help you and the Steering Committee rate and assign target lists of major potential donors.

• Guide your staff in the preparation of standard corporate and foundation proposals.

• Help develop a planned giving program and determine how to best integrate it into the campaign.

• Prepare a Ways of Giving text.

• Recommend ways of ensuring that the campaign encourages increased Annual Fund donations.

• Conduct a specially designed Solicitors' Training Workshop to teach volunteers the techniques of major gift solicitations.

• Prepare a Solicitors' Guide.

• Guide staff and volunteers in soliciting initial leadership gifts. 

• Provide ongoing strategy on all other gift solicitations.

• Accompany solicitors, when appropriate, on visits to prospective significant donors.

• Advise on cultivation and public relations events for the campaign.