Page 4 - Elevate - Feasibility Studies and Campaigns

Capital Campaign: Cont’d Capital Campaign
Preparedness Checklist
Campaign deliveRables
» In–person and telephone solicitation (number » Train and support volunteers ❍ Do you have adequate funds on hand,
dependent on scope of project) » Track and acknowledge gifts for the or access to funds, in order to properly
» Update secure online registration and duration of the campaign cash-flow your project through the first
member update portal to add online » Pledge invoicing for the duration of the two to three years?
donation and gift tracking features campaign ❍ Do you know what you want to do?
» Design campaign brochure and solicitation
support materials (see Costs below) » Bare minimum?
» Realistic?
Campaign division oF Responsibilities » In your dreams?
oRganizational leadeRship elevate ❍ Have you had a professional physical
» Assist in identifying steering committee » Follow–up with and secure major donors plant evaluation performed? How up–
» Make lead pledges toward campaign » Assist/coordinate steering committee meetings to–date is it?
» Identify date/location for public » Schedule visits ❍ Do you have a long–term vision for
announcement » Recruit, train, and coordinate team leaders/ your organization beyond “brick and
» Provide content for brochure class agents mortar” considerations?
» Approve brochure » Layout, design, and mail campaign brochure ❍ Is there a property management plan
as requested in place for an existing or new facility?
» Manage and acknowledge gifts
❍ Do you have a 501(c)(3)? If not, do
Capital Campaign Costs you have another vehicle for tax–
As with the feasibility study, Elevate prescribes to the code of ethics of the Association of Fundrais- deductible gifts, such as your inter/
national foundation?
ing Professionals (afpnet.org) regarding compensation. With the exception of out–of–pocket ex-
penses, including, but not limited to, travel and associated expenses, layout and design, printing, ❍ What is the quality of your alumni/
postage, mail processing, wealth screenings, and other items as requested by the board that are undergraduate relationship?
outside the scope of the agreement, our campaign services are a flat fee. ❍ What is the status of your alumni board?
After reviewing and analyzing the results of the feasibility study, we will craft a custom cam- Do you have broad participation from
paign plan and make recommendations on how best to move forward. A capital campaign a wide range of class years? How
typically lasts 12–18 months and will be presented to you as a flat fee based on the scope often do you meet?
of the project and services provided. ❍ Where are you in “friend–raising,”
i.e., what is the general attitude of your
alumni base? How connected do they
feel to your organization?
❍ Do you have a regular annual
communication program with relevant
alumni content?
❍ Do you solicit donors regularly as
part of your annual communication
program, and do you thank them?
What is the percentage of members
who have given at least one gift?
❍ Do you hold regular events for alumni?
❍ Do you have a professionally
produced, up–to–date alumni website
with a member directory and online
giving?

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www.elevateims.com

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