Capital & Endowment Campaigns

[Services]

Are You Ready for a Campaign?

  • Do you have a long-range plan?
  • Do you have a marketing plan?
  • Do you have a base of donors?
  • Do you have adequate staff?
  • Do you have volunteer leadership?
  • Do you have an informed constituency?
  • Do you know who your potential donors are?
  • Do you have good donor/media relationships?
  • Do you have a donor database, which can record gifts, generate merged solicitation letters and acknowledgments?
  • Do you have a written case statement, including a mission, a vision and a fundraising goal?
  • Do you have potential major donors?
  • Do you have an involved and informed board?
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CAPITAL VENTURESM can help you:
  • Prepare for your Capital or Endowment Campaign
  • Conduct a Feasibility/Planning Study
  • Provide Counsel for your Capital or Endowment Campaign

In most cases, we recommend conducting a feasibility/planning study before entering into a capital or endowment campaign. The feasibility/planning study can help determine the likelihood of a successful campaign, educate your constituents about your organization's needs, and begin the donor cultivation process.

Once you decide to proceed with a campaign, we offer complete campaign counsel or assistance with selected aspects of your campaign. CAPITAL VENTURE's services include coordinating the process of establishing the campaign leadership, preparing the case for support, assisting with recruiting additional campaign volunteers, managing the solicitation and reporting process, coordinating your plan for stewardship, and supplying general counsel related to your campaign. For clients who need a limited amount of consulting help or have a limited budget, we offer specialized consulting in selected areas which may also include online and telephone strategizing and training.

If you are thinking about a campaign, you may want to review the readiness test above to see if your organization is properly positioned to conduct a campaign. If you cannot answer these questions to your satisfaction, CAPITAL VENTURESM can help with any of the readiness steps needed. If you are ready for a campaign, CAPITAL VENTURESM can assist you by providing counsel for your campaign or selected services as needed.