Are You Ready?
Campaign Readiness Assessment
The success of your fundraising campaign is
determined by the thoroughness of your planning and preparation. You
probably already know if you are really ready to launch a campaign or
major fundraising initiative. Use these Readiness Factors to identify how
you can improve your level of readiness. |
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1. Organizational Consensus - Key Internal Constituencies
(trustees, staff, volunteers and donors) share common agreement on the
need for and urgency of a major fundraising initiative. No major
constituency is uncertain about the need for a campaign or its priorities.
There are no major uncertainties facing the organization in the areas of
leadership or direction which could distract senior staff or board
members. |
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2. Case for
Support - Your organization is highly regarded, has a strong record of
achievement, and fulfills a true need in your community or in the larger
society. You have written a compelling case for support which has received
adequate review and input from trustees, key staff and constituents and
opinion leaders. |
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3.Funding Needs
Planning- You have conducted a thorough and methodical planning process which
has provided the Board of Trustees and Campaign Planning Committee with a
ranked list of building, equipment, facilities, staffing, program and
endowment needs. The relative priority and cost of each has been
established. |
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4. Case for the Campaign
- The Campaign goals and funding needs have been translated into
specific campaign elements and presented in a written campaign
"prospectus." You can articulate how the campaign will enable you to
better fulfill your mission. You have determined that mounting a campaign
is the best way to meet your funding needs. |
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5. Campaign Administration
- You have
adequate staff leadership and clerical support.You have a solid
information
management and donor tracking system installed and working
properly. You have a campaign budget, a timeline, printed materials, and
you have approved written policies governing donor recognition, naming
opportunities, pledges, non-cash gifts, campaign accounting and endowment
considerations. |
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6. Fundraising Leadership
- The
initiative for your campaign is coming from your key volunteer leadership:
trustees and major donors. You have identified and enlisted your campaign
chair and committees from your pool of top rated donor prospects. Your
program directors and department heads are ready to team with campaign
volunteers; key leadership is ready, able and willing to ask for the right
gift from the right person at the right time. These individuals are
capable of inspiring others with their enthusiasm and belief in your
organization's mission and people. |
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7. Capable
Donors - You have determined that you can secure lead gifts equal to at
least 50% of your total goal before publicly announcing your campaign. You
have identified realistic donor prospects, evaluated their giving ability,
assessed their interests and readiness to give and determined that their
combined gift potential exceeds your campaign goal. You have conducted
adequate pre-campaign research and maintain adequate information about
your prospects in your donor tracking and information management
system. |
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8. Campaign Public Relations
- You have a plan for informing your constituencies of the
purposes and progress of the campaign through specially tailored campaign
communications and publications. You have a schedule for special events,
cultivation activities, involvement opportunities and committee activities
which will encourage broader participation over the course of the
campaign. You have a plan and timetable for announcing your campaign
publicly. |
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9. Campaign Strategy -
You have mapped your strategy for an inside-out, top-down
campaign, for securing gifts sequentially and canvassing each donor sector
(individuals, foundations, corporations, alumni, members, others)
according to a pre-determined plan.. The strategy and its accompanying
timetable, committees, staffing and budgets have been set forth in writing
and approved by the Campaign Steering Committee. |
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10. Confidence
- Key
staff and volunteer leadership are ready. There is a strong core group
with the conviction, commitment and confidence to
represent the needs and vision of your organization in a sustained and
energetic effort. |