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       CAPITAL CAMPAIGN PREPAREDNESS CHECKLIST

       • Do you have adequate funds on hand,   • Is there a property management plan in   • What is the status of your alumni
         or access to funds, in order to properly   place for an existing or new facility?   board?
         cash-flow your project through the first   • Do you have a long-term vision for   • Do you have broad participation
         two to three years?                  your organization beyond “brick and     from a wide range of class years?
       • Do you know what you want to do?     mortar” considerations?               • How often do you meet?
         • Bare minimum?                     • Tax deductibility may be important.   • Do you have a regular annual
         • Realistic?                         Do you have access to a 501(c)(3)     communication program with relevant
         • If we could, we would...?          organization to route tax deductible   alumni content?
       • Have you had a professional physical   gifts through, such as your inter/  • Do you solicit donors regularly as
         plant evaluation performed?          national educational foundation?      part of your annual communication
         • How up-to-date is it?                                                    program, and do you thank them?
                                                                                  • Do you hold regular events for alumni?

                  Contact us today and let us help you Elevate your program to the next level!


              Our mission: We support the passion of volunteer client leaders for their organizations’ missions,
               providing customized resources to foster mutually beneficial relationships with their members.



                                  Ithaca • Atlanta • 607-533-9200 • info@elevateims.com
                                              @elevateims • www.elevateims.com





































                                                                                                  Delta Gamma | The University of Alabama
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