Capital Campaign Planning for Nonprofits with Budgets between $3M and $10M

Pre-Campaign Planning

Before you launch a campaign, you need a strong foundation. Our structured preplanning process ensures your organization is strategically, operationally, and financially ready to move forward with confidence.

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We guide you month-by-month through key decisions, assessments, and messaging—so you’re not just ready to fundraise, you’re ready to lead with clarity and impact.

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What You Get:

• Custom assessment + roadmap

• Draft case for support + working campaign goal

• Gift/Depth chart + prospecting support

• Board + leadership strategy

• Communications plan

• Exclusive fundraising resources + templates

• Expert guidance + unlimited email support

• Facilitated in-person meetings

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Supported Feasibility Study

A Supported Feasibility Study helps you test your campaign vision, engage key supporters, and strengthen your internal fundraising muscle—all at the same time.

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Unlike a traditional study led entirely by consultants, we train and support your team to lead donor conversations directly. That means deeper relationships, real-time insights, and stronger long-term capacity.

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And it works: Organizations that conduct a feasibility study raise, on average, 115% of their campaign goal.

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What You Get:

• Donor screening to identify feasibility interview prospects

• Custom feasibility materials + interview guide

• Training for your team on how to lead stakeholder conversations

• Hands-on guidance and coaching throughout the process

• Final report with key findings, donor themes, and clear recommendations

Ongoing Campaign Counsel

Even with a strong plan in place, capital campaigns require consistent attention, strategic pivots, and strong leadership to succeed. That’s where we come in.

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Our Ongoing Campaign Counsel provides steady, expert support to keep your campaign moving forward—through every twist and turn. We offer strategic guidance, committee management, and hands-on help with everything from donor conversations to communication planning.

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Think of us as your campaign co-pilot: offering clarity, accountability, and confidence when you need it most.

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What You Get:

• Comprehensive campaign and committee management

• Customized solicitation and donor strategy

• Ongoing coaching for staff and volunteer leaders

• Messaging and communications support

• Donor recognition and stewardship planning

• Thought partnership to navigate obstacles and adjust as needed