Fundraising

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.

 

Capital campaigns

These are big moments in the life of your organization. Make the difference you want to make by knowing what’s feasible, what inspires people about your plans, and when and how you’ll have the best opportunities to achieve your goals.

 

Capital campaigns


Listening

Every project for us starts with listening. Before a Feasibility Study can begin, there must be a Listening Phase to uncover the priorities, culture, and guiding values that will shape and correlate with your projects. You can contract with us for this phase or you may have used another process to provide the insights needed to inform the feasibility work.

 

Capital campaigns


Feasibility studies

Once we have a chance to internalize the results of the Listening Phase, we’ll create materials to help you communicate about your projects and the dreams and visions that have inspired them. The materials we create will help guide and focus your community on the important aspects of the project you want them to respond to. The materials will reflect your own culture and community so that potential donors can recognize themselves and feel included in the projects. 

 

Capital campaigns


Interviews + surveys

Once we have a sense of who you are and what your capital campaign means to you and your community, we will ask more specific questions to take the temperature of your potential donors for the projects you have in mind. To get as much input as possible, we’ll interview at least 10% of your donors, and provide a survey to be distributed to the remainder of your donors.

 

CAPITAL CAMPAIGNS


Giving tables + supplements

It takes all kinds, as the saying goes. It’s especially true in achieving your fundraising goals—every gift, at every level matters.

When we work with you on a capital campaign, we create giving tables that clearly show the levels of giving that will help you reach your goals. The giving table includes the number of gifts you’ll need at each level, creating a holistic picture of your community and how it works together to make funding for your project possible.

For detailed projects, or areas of focus that might get lost in your case statement, supplemental materials can connect directly with donors who relate to the importance of a particular part of your project.

Capital campaigns


Case statements

A Case Statement (at its best) is the ambassador for your project that illustrates your vision with clarity and impact.

After you complete a Feasibility Study, if your community gives you the green light to move forward with a capital campaign, we’ll translate all of what we’ve learned—about you, your projects, and the people you’ll be relying on for support (financial and otherwise)—into a Case Statement.

We’ll work closely with your core team to be sure we reflect the cultural, theological, and spiritual context of your community. We’ll use your design standards, if you have them, or help you use design to capture the essence of your community. The design can be simple and approachable, elegant, or highly sophisticated depending on the personality and ethos of your organization and the projects you’re undertaking.

We’ll craft content that echoes with the vocabulary and voices we have heard in our listening, interviews and survey results. We speak to the hopes, dreams, and places where further reassurance may be needed.

The goal is a Case Statement that potential donors can have in hand before, during and well after your conversations with them about contributing to your campaign. It will serve as a window into the projects themselves and an inspiration that allows people to see you and to see themselves as part of the future you’ll shape together.

 

Feasibility study case statements

Solicitation case statements

 

Annual campaigns

These 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.

Annual campaigns


Analysis

We’ll talk to you about how you’ve approached annual giving in the past and look at the results of recent campaigns. We’ll analyze your donor base, look for patterns and indicators of how giving plays out in your community. We’ll report back to you with our assessment of how things are working and what you might want to adjust.

Annual campaigns


Planning

Together, we’ll craft a plan that addresses timing (taking into consideration other things that may be happening in your community during the campaign), volunteer needs, events, milestones, and ways of working that will make things go more smoothly from beginning to end.

Annual campaigns


Materials and support

We’ll develop materials you can use to communicate about the campaign and engage your donors every step of the way. From letters and postcards to tracking and event-related materials, we’ll develop a set of materials that reflects who you are and what you’re hoping to achieve. We’ll also be there with support along the way to keep things moving toward your goal.

 

Money narratives

We all have a story about money. That story drives every decision we make and every opinion we have about money. Learn what’s underneath your donor’s decision about how much to give, to whom, and when so you can become part of their story.

 

Our money stories


Retreats

We’ll gather your community to explore the personal money stories that populate your giving constituency. We’ll explore the connections between your individual relationships to money and the relationship to money and giving that is at play in your organization.

Using exercises, small groups, and our years of experience in conversations about money, we’ll draw out the underlying issues that can point to a stronger, healthier money narrative moving forward.

 

Our money stories


Reports

We’ll capture the results of the retreat in a report that outlines key issues, barriers to giving, opportunities to shift the narrative, and recommendations for how to start changing the conversation and achieve better results in fundraising.

The Our Money Stories curriculum is one way you can broaden the conversation and keep it going over the long term. We’ll work with you to determine next steps that you can implement as change takes hold and you chart a way forward.