Campaign Planning Studies
Comprehensive campaign planning studies
A wise veteran in our profession once told me “the last thing you ever want to do is ask for a gift.” What he meant was that considerable planning, and engagement with the donor prospect, goes into any major gift request. Successful campaigns begin long before they are ever announced, and even long before the first gift is requested.
Comprehensive Campaign Planning Studies Include:
Fundraising Assessment
Comprehensive review of fundraising history, organizational structure, use of database and analytics in fundraising and communications strategies used to engage constituents.
Volunteer Plan
A strategy to engage volunteers in the planning study process, such as a campaign planning committee.
A comprehensive report including analysis and recommendations.
Final Report and Action Plan
Key Stakeholder Interviews
In-depth conversations with advancement and institutional leaders.
Donor Conversations
External interviews with volunteers, donors and donor prospects, board members and other key stakeholders.
Case for Support
Articulating a “mini case for support” to test campaign plans with institutional stakeholders.
Large-scale Constituent Survey
Constituent survey to test campaign strategy.
Is a campaign feasible at this time?
What goal, or range of goal can be achieved?
How can volunteer leaders be effectively engaged?
What refinements/investments should be made in the advancement program?
How long will a campaign take?
What will it take from institutional leaders, advancement staff and others for the
Will the campaign succeed?
A campaign study will answer…
