Capital Campaign Planning for Nonprofits with Budgets between $5M and $20M

Campaign Planning

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

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Through a series of planning calls, we guide you through foundational planning specifics—so you’re not just ready to fundraise, you’re ready to lead with clarity and impact.

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What We Cover:

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• Custom readiness assessment + recommendations

• Capacity development + planning (staffing, tools + tech, skill building)

• Board + leadership roles + responsibilities

• Campaign project components + working goal

• Campaign timeline development

• Donor pipeline development + cultivation

• Drafting early case for support

• Defining next steps + how to move forward

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Cost: $4,000

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:

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• 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

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Cost: $6,000/month

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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Options for Support:

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• Comprehensive Package includes everything in Essentials plus hands-on implementation help—campaign grant and proposal writing (excluding state/federal), wealth screening, a CFO advisory session, database and campaign communications support, two additional board trainings, and one-on-one solicitation coaching for your leadership team.

• Essentials Package gives you core campaign counsel: a clear case for support, prospect research, bi-weekly strategy meetings with agendas and facilitation, board and committee dashboards, two board trainings, access to our campaign resource library, and unlimited email support.

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Cost:

Comprehensive - $7,500/month

Essentials - $6,000/month

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