The donation chart is a pyramid indicating that a large sum of money is collected from major donors. We believe in expanding access to capital campaign support regardless of a nonprofit’s consulting budget. Our modern approach gives you all the resources you need in their entirety and encourages staff to capital campaign case statement become active partners in the campaign process. Every capital campaign is based on a clear and specific set of campaign objectives that outline what you will raise the money for. Those objectives must then become the basis for a clear and compelling case for support that will convince donors to give.

  1. Whether you’re already excited to start planning your own capital campaign or just learning the ropes, we’ve got you covered.
  2. Explore available resources to help your organizational leaders plan a campaign and stay on track for the duration.
  3. Here you will learn everything you need to know about nonprofit capital campaigns.
  4. Capital campaign consultants are not just involved in helping you reach fundraising goals.

Lastly, involve major sponsors of your organization in your project to understand their perspectives as donors. You can use their suggestion to leverage your campaign to attract more prospects for endowments. A capital campaign has its obvious goal i.e. funding a new building or investing in a new project. However, it can build a well-reputed profile for your agency when executed well. With a fundraising campaign, your message will reach the donors and you’ll receive the funds you need to start the program. Gail Perry Group inspires nonprofits around the world with cutting-edge fundraising strategies and new tools to make fundraising more successful and more fun.

Your case statement should be professional, visually appealing, and informative, highlighting your organization’s past and current accomplishments and explaining why you need money for your capital campaign. A feasibility study may be completed by a member of the committee or can be conducted by an outside consultant. Capital campaigns are not meant to be tackled alone, so choose your teams wisely.

Universitywide campaign case statement

Salespeople can spend hours, even days, perfecting their elevator speech before making a sale. As a nonprofit fundraiser, you should spend no less time on your case statement. Note that this will really come into play during the public phase down the road, as the quiet phase is completely about one-on-one conversations with donors.

Five Years of Data from Stations Point to Critical Opportunity for Growth in Mid-Level and Major Giving

A capital campaign can’t succeed if one person is making all the decisions. It is a team project that involves directors, employees, volunteers, and sponsors. While these are obvious, a comprehensive capital campaign can level up your organization by building partnership opportunities. Nonprofits have ongoing financial needs for their escalating projects.

For example, the gift pyramid shows that one gift of $360,000 dollars is needed and that there are three prospects that could be asked to give that gift. Similarly, two gifts of $20,000 are needed, with 30 prospects available to solicit for those gifts. Even if you’re working with a fundraising consultant, you’ll be mainly responsible for writing your case for support. However, your consultant can help you refine the draft and get it ready to use for your feasibility study, the quiet phase, and eventually, the public phase. With a full team that is ready to take on each of the responsibilities listed above, your capital campaign will have a great chance of succeeding. Ensure that the material you use corresponds to the prospects you will meet during each phase.

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This is the perfect place to add an infographic with facts, numbers, percentages, and more that matter to donors who make the impact possible. The document is also an opportunity to introduce the campaign brand and the four themes, or pillars, around which Yale has organized its fundraising. Yale hired the creative firm 160over90 to develop the campaign brand, write the copy, and design the booklet. HoST received funds of 4,150,000 which allowed them to expand their in-patient facility. Their total pledge went over $9.2 million after the campaign, which allowed them to relocate to a new debt-free building. Make sure your case statement is professional, visually appealing, and informative.

Write your capital campaign case statement.

The kick-off of your campaign is a celebration, an opportunity to recognize campaign leaders and donors, and a press event all rolled into one. During the feasibility study, you will test the plans you developed in phase one. Some organizations engage a consultant to interview their top donors to assess their willingness to support a campaign and then develop recommendations about the potential of the campaign. A small survey of nonprofits conducting campaigns by found a wide distribution of goals between $25,000 or less to $50 million or more.

If your organization is in the middle of a capital campaign, here is where you’ll want to give specific details on how to help your efforts. Letters from your organization’s Executive Director or Board Chairperson provide transparency and trust for your donors. This letter should acknowledge donors’ efforts to help the organization reach its mission and share the nonprofit’s vision for the future.

When using the Toolkit, your nonprofit gains access to templates, checklists, worksheets, and campaign experts to fully map out your campaign and any appropriate deadlines. As you embark on your organization’s next capital campaign, use these steps to point your team toward success. Remember to also invest in expert advice and top-tier tools to level up your strategy and ensure that you’ll pull in the funding that you need for your special project. Case statements are helpful in several scenarios but can be especially helpful when connecting with potential sponsors or reaching out to major donors during a capital campaign. The article will explain what you need to include in your nonprofit case statement and how to make it stand out in the crowd.

A Complete 17-Step Guide to a Successful Capital Campaign [with Benefits, Risks, and Examples]

All in all, the team customized the campaign according to the donors’ perceptions to gain a substantial funding amount. Nonprofits often neglect relationship management, instead of relying too heavily on social media advertising and e-mail marketing to raise money. In reality, the major chunk of your gift chart comes from connections acquired by network building. You can ensure a positive impression of your organization and capital campaign by having these support documents available before you even begin soliciting donations. You will need to plan how to acquire major donations, announce your campaign launch, and use marketing tactics to acquire the remaining funding. For example, you should not let your campaign drag on in case of potential roadblocks.

This is a more cost-effective approach that further builds the relationship between the organization and its top donors. Here you will learn everything you need to know about nonprofit capital campaigns. This guide has been updated for 2023, so you’re getting our latest strategies in a post-COVID world.

For simple projects that don’t take much time, consultants may also prefer hourly payments. Employee fees, attrition costs resulting from turnover, advertising, and subscription fees for online platforms are all examples of the added expenses. Thus, many organizations are surprised to discover that raising funds is itself a costly procedure. Having someone who meets both of those criteria means you have a major prospect for your fundraising campaign. Your fundraising goal cannot be achieved until you review and improve past campaign results. Let’s say, you are an educational institution planning to introduce a new degree program.

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