Campaign Planning &  Management Services

The Keys to A Successful Campaign
Planning, Planning, Planning....& Courage

Conducting a Campaign successfully requires meticulous planning and preparation. Each step of the process, from assessing your funding needs to developing a case for support, enlisting the right volunteer leadership, setting campaign goals and schedules, developing materials, designing your public relations program, all require a clear vision of the ultimate objective and knowledge of how to get there. We offer expert campaign management services from start to successful completion. And, we can assist you if your campaign is losing momentum.

Funding Studies - Our Studies assess the viability of achieving your preliminary campaign goal, identify the factors which will determine your success and provide results-oriented recommendations for structuring your campaign to succeed. Conducted confidentially, the Study will identify key campaign leadership, lead donor prospects and strategies for their successful solicitation. The written report contains findings and recommendations and will be useful as a guidebook throughout the campaign.

Constituency Evaluations - A Constituency Evaluation is an appropriate tool to use in determining attitudes and perceptions about your organization within selected constituencies. Conducted through confidential interviews, the resulting written report will provide important insights into your perceived strengths and weaknesses, analysis of community opinion, and recommendations for strengthening your ties with your community and with opinion leaders within targeted constituencies. A Constituency Evaluation is often the very first step an organization will take when beginning the campaign planning process.

Donor Prospect Identification & Evaluation - Your best prospects for future gifts are found among those who have given to your organization in the past. We have developed a reliable technique for evaluating past donors for their future potential. Our method also results in an overall assessment of your fundraising potential, a rank-ordered listing of prospects and suggestions for moving forward with cultivation strategies.

Leadership Enlistment & Training - We will help you in the crucial process of identifying and enlisting campaign and other fundraising volunteers. We will design and conduct training in donor cultivation and solicitation and guide you in the development of the support materials volunteers need to be confident, informed advocates for your campaign.

Funding Needs Planning -  The Funding Needs Assessment is an essential planning element in any successful campaign. Not only are your institution's most urgent priorities established, but reliable estimates of cost, sequencing and underlying rationale are developed for your 'funding prospectus.' The resulting document is an important tool in lead donor and volunteer identification and in setting your overall campaign goal. The Funding Needs Assessment also plays a key role in creating institutional consensus, a key prerequisite to the success of your campaign.

Your Case for Support - Your Case for Support incorporates a clear statement of your mission as an organization and your vision for the future. Your Case must also incorporate a compelling justification for support from the philanthropic community, document your organization's cumulative achievements and lay out a detailed argument for the needs your campaign  projects fulfill. We can assist you in developing the rationale and justification for support, produce a written statement and provide counsel in overcoming weaknesses in your case.