Fund your future
Our approach to fundraising is designed to help you evaluate your plans, set realistic goals, and invite your community to join you in bringing your vision to life.
Feasibility study
A Feasibility Study is an all too often overlooked phase of fundraising that is critical to the success of your capital campaign and ongoing fundraising. During this phase, we’ll learn about the appetite in your community for the vision you have in mind and the potential that exists to achieve your goals.
We’ll start by making sure you understand who makes up your community, what they care about, and whether they share your values and priorities or have other important perspectives to share.
The feasibility study will allow you to determine what it’s actually possible for you to raise toward your projects, what work you need to do to clarify the “why” as well as the what and how behind the work, and how best to inspire your potential donors.
Steps along the way
→ Identify potential campaign projects
→ Create feasibility leadership team
→ Review and update donor lists
→ Create feasibility case statement
→ Prepare community for listening tools
Tools we use
→ Communication plan for community
→ Feasibility case statement
→ Interviews for 10% of giving units
→ Survey for remainder of giving units
→ Qualitative and quantitative data analysis
Deliverables
→ Detailed report that identifies: realistic goal and stretch goal identified, prioritized projects, level of support for campaign and next steps
→ Volunteer leadership identified
→ Communication points clarified
→ Potential roadblocks identified
Solicitation
It’s time to go! You have listened to your community, you have your financial goals outlined, your projects identified and affirmed, and your volunteers secured.
It’s time now to raise the money to bring the projects you have been dreaming about to life. We’ll walk you through every step of the process.
Curious about what the timeline looks like?
-
![]()
Months 1-3
Preparation and planning. Create materials, committee handbook and instructions, campaign calendar, recruit volunteers and begin implementing internal infrastructure.
-
![]()
Months 3-4
Advanced Phase of the campaign. Train volunteers on capital campaign invitations, begin implementation of communications plan, engage in 1:1 conversations.
-
![]()
Month 5
Prepare to launch. Finish plans for campaign launch, continue communications, clean up tracking and ensure thank you’s have been provided.
-
![]()
Months 6-7
Train volunteers on campaign invitations for a broad audience, public campaign launch, continue communications and formation work.
-
![]()
Month 8
Complete public campaign phase, develop year strategies for thanking/attrition tracking, clean up per auditing guidelines, work to implement annual campaign learnings into ongoing year-round effort.
Annual campaigns and other regular giving opportunities are the bread and butter for your organization. It’s easy to let them get stale.
Infuse every year with a combination of analysis, fresh messaging, project management, and a creative spark that reminds people why it’s important to keep things moving forward.
Ongoing fundraising
Tools we use
→ Creation of materials based on goal and trends
→ Volunteer training
→ Tracking of gifts
→ Creation of ongoing strategy to create urgency
Results
→ Financial goal raised
→ Volunteer leadership strengthened
→ Learnings received for future campaigns
Steps along the way
→ Analyze donor lists to understand trends and to create fundraising goals
→ Identification of necessary materials for solicitation
→ Volunteer recruitment