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.
Here are a few of the case statements we’ve created as a tool for our feasibility studies:
Steps
Identify potential campaign projects
Create feasibility leadership team
Review and update donor lists
Create feasibility case statement
Prepare community for listening tools
Tools
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
Lengthy report that identifies:
• realistic goal and stretch goal identified
• prioritized projects
• level of support for campaign
• 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.
Steps
Recruit volunteers
Create timeline
Finalize projects and goals
Develop strategy based on current context
Organize donor lists
Weekly progress meetings
Train solicitation team*
Conduct one-on-one solicitations
Track gifts and send thank yous
Host kick-off event*
Coach solicitors
*Two in person visits by our team included at key milestones
Tools
Campaign calendar and detailed plan
Fundraising handbook
Case statement
Interview and solicitation scripts
Metrics for tracking
Launch plan
Deliverables
Funds raised
Stronger volunteer leadership
New learnings to use for annual campaigns
Competency in one to one direct solicitations for future use
Strategies for donor attrition
Ongoing Fundraising
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.
Steps
Analyze donor lists to understand trends and to create fundraising goals
Identification of necessary materials for solicitation
Volunteer recruitment
Tools
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