Page 2 - Elevate - Feasibility Studies and Campaigns

Feasibility study: by the numbeRs A TypicAl FeAsibiliTy sTudy Timeline
ON AVERAGE: Month 1
• Identify primary contacts, develop
support materials, import & review data
Months 2–5
• Schedule and begin in–person and
phone consultations
Months 3–4
• Send out survey
Month 5
• Conclude interviews, tabulate surveys
Month 6
• Provide feasibility report

A TypicAl cApiTAl cAmpAign Timeline
Within any campaign, the majority of the funds raised come from less than 5 Month 1
percent of the total membership. The role of the feasibility study is to identify • Put steering committee in place
those key donors and ensure that they have interest in supporting your project! • Design outreach material
Months 2–6
Feasibility study deliveRables • Identify primary donor contacts
» Verification of addresses through USPS National Change of Address database • Identify alumni to serve as team leaders
» Secure online registration and member update portal and class agents
» In–person and telephone consultations (number dependent on scope of project) • Secure board & steering committee
pledges
» Design of feasibility study brochure and survey (see Costs below)
» Design, distribution, and processing of written surveys Months 2–12
» Tabulation of survey results • Conduct in–person and telephone and
» Written Feasibility Study Report: gift solicitations
» Listing of meetings and phone consultations Months 7–11
» Realistic campaign goal • Train team leaders and class agents
• Identify time and location for campaign
» Potential pitfalls and member objections, including recommended solutions announcement
» Evaluation and presentation of survey results • Gather materials and complete design,
» Recommended next steps layout, and approval of campaign
brochure
Feasibility study division oF Responsibilities Months 12-14
• Conduct campaign announcement,
OrgAnizATiOnAl leAdership elevATe public phase kick–off
» Identify target list of alumni (with Elevate » Schedule and conduct consultations • Mail campaign brochure
guidance) » Develop and distribute study materials
» Assist, when necessary, in scheduling visits » Distribute surveys Months 12–18
• Coordinate team leader and class agent
» Provide content for, and approval of, study » Review and tabulate survey results activities
materials » Provide final feasibility report • Follow–up with major donors who have
» Provide membership data » Assist with tax-deductibility options not pledged yet
» Evaluate tax-deductibility options

Feasibility study Costs
Elevate subscribes to the code of
ethics of the Association of Fundraising
Professionals (afpnet.org) regarding
compensation. With the exception
of out–of–pocket costs (travel and
associated expenses, layout and design,
printing, postage, mail processing,
wealth screenings, and other items
as requested by the board that are
outside the scope of the agreement), our
feasibility study and campaign services
are a flat fee. A feasibility study is a
small investment as you prepare for the
next chapter in your fraternity’s history.
Contact us for a proposal specific to you.

@elevateims Ithaca: 607-533-9200 • Atlanta: 770-903-3987 • www.elevateims.com