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Forecasting Pledges Before They Exist: A Simple Framework for Campaign Cash Flow
If you’ve ever had a CFO pop into your office (or Zoom) and say: “Quick question… when will the money from this campaign actually come in?” …you probably felt a small wave of panic. Not because it’s a bad question. It’s a great question. It’s just that most fundraisers live in the gray and nuance of: “likely but not yet committed,” “they said they’re very interested,” “we’re waiting for their board to meet,” …while finance lives in the black-and-white world o
Frances Roen
Dec 18, 20253 min read


What to Do When Your Campaign Timeline Is Unrealistic (But the Board Loves It)
You’re sitting in a board meeting, and someone says it: “So… our goal is to raise this money by next June, right?” Heads nod. People are energized. The timeline sounds bold and inspiring. And in your gut, you know: There is no way. This is one of the most common campaign tensions I see: a timeline that looks great on a slide, but doesn’t match your donor pipeline, internal capacity, or external realities. The good news? You don’t have to choose between being the “no” person a
Frances Roen
Dec 3, 20253 min read


The Real Cost of Hiring the Wrong Consultant (or None at All)
Examples of who to hire as a consultant and why.
Frances Roen
Oct 9, 20253 min read


Don’t Wait: How to Engage Your Board *Before* a Capital Campaign Launches
The strongest campaigns start with thoughtful pre-planning, where board members are brought in early and often.
Frances Roen
Oct 2, 20253 min read


Developing Leads Throughout the Life of a Campaign
When a campaign begins, most organizations focus on the donors they already know can make a major gift. That’s natural—you need to test...
Frances Roen
Sep 19, 20252 min read


When They Don’t Call Back: How to Get A “Yes” for Your Feasibility Study Interviews
How to Get A “Yes” for Your Feasibility Study Interviews
Frances Roen
Aug 15, 20253 min read


Mastering Capital Campaigns: Sidestepping Common Mistakes
What are the most common mistakes around capital campaigns? We have listed them here and ways to avoid them.

Francie Nelson
Apr 14, 20253 min read


Capital Campaigns in a Down Economy: Readiness Matters More Than Ever
A tough economy is not the time to gamble on shaky readiness for a capital campaign. Here's how to invest in your fundraising infrastructure
Frances Roen
Apr 9, 20252 min read


Capital Campaign Costs vs. Project Costs: Budgeting for Success
Embarking on a campaign, the excitement is often centered on the project, but if you don’t budget for the campaign itself, you risk failure.
Frances Roen
Mar 3, 20254 min read


Your Campaign’s GPS: The Role of Strategic Planning in Fundraising Success
Strategic planning is not just helpful—it’s essential groundwork for campaign planning. Here's why.
Frances Roen
Feb 11, 20252 min read


The Three Pillars of a Successful Capital Campaign
We're breaking down the three pillars of a successful capital campaign and why each one is critical to your org's success.
Frances Roen
Jan 24, 20254 min read


Five Key Questions To Consider When Drafting Your Campaign Costs
Here are five key questions to consider when drafting your campaign costs for a capital campaign.
Frances Roen
May 10, 20242 min read


Why You Need a Depth Chart for Your Capital Campaign
A depth chart is a critical tool in your campaign planning effort. Here's why.
Frances Roen
Mar 18, 20243 min read


How to Engage Volunteers from the Very Beginning of Your Capital Campaign
Five compelling reasons to include volunteers from the beginning of your capital campaign and five effective ways to engage them.
Frances Roen
Jan 10, 20243 min read


Is Your Capital Campaign In A Slump? Proactive Strategies to Recharge Your Fundraising
Campaign in a slump? With the right strategies and a fresh perspective, you can help your campaign recover and cross the finish line.
Frances Roen
Oct 31, 20234 min read


Staffing Up for Success: A Guide to Preparing Your Nonprofit for a Capital Campaign
Capital campaigns require staff with specialized skills and intensive commitment. Building the right team is a vital first step.
Frances Roen
Aug 9, 20233 min read
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