More Than Just Tools and Templates
To help you get your campaign on the right track, our expert advisors will be at your side every step of the way, at a level designed for your needs.
Campaign Advising
Our campaign advisors have extensive capital campaign experience. Each of them has guided multiple campaigns to success.
When you combine the materials in the Toolkit with guidance from a dedicated campaign expert, you’ll have the ultimate campaign support system.
Effective, Efficient and Affordable
The Toolkit method of campaign advising provides the most seasoned campaign consultants in the field for a fraction the cost of a traditional consulting model.
With our approach, you get the tools and materials — plus guidance by an expert — to make your campaign a success.
3 Levels of Support
Choose the plan that’s right for your organization
Group
- Step-by-step campaign plan
- Tools, templates and worksheets
- Weekly group advising call
- Sample campaign documents
- 24/7 email support
- Dedicated campaign advisor
- Campaign document review
- Guided Feasibility Study (optional)
- Executive Coaching (optional)
- Board Training (optional)
- Solicitation Training (optional)
Individual
- Step-by-step campaign plan
- Tools, templates and worksheets
- Weekly group advising call
- Sample campaign documents
- 24/7 email support
- Dedicated campaign advisor
- Campaign document review
- Guided Feasibility Study (optional)
- Executive Coaching (optional)
- Board Training (optional)
- Solicitation Training (optional)
Custom
- Step-by-step campaign plan
- Tools, templates and worksheets
- Weekly group advising call
- Sample campaign documents
- 24/7 email support
- Dedicated campaign advisor
- Campaign document review
- Guided Feasibility Study (optional)
- Executive Coaching (optional)
- Board Training (optional)
- Solicitation Training (optional)
The Capital Campaign Toolkit is exactly what we needed to complete a successful campaign. The system includes useful tools to help us plan and organize our campaign, plus calls with personalized, expert support to help us navigate. We raised the funds we needed while saving considerable time and expense!
Heidi Whitman, CFRE
Director of Development and Communications, Santa Barbara Botanic Garden
Take a Closer Look
Regardless of which level you choose, you’ll have access to a campaign expert as you plan and implement your campaign. Regular meetings with your advisor and quick advice when you need it ensures your campaign will thrive.
LEVEL 1
Group Campaign Advising | $750 / month
Guided by an Expert, Supported by Peers
Every Toolkit member may join weekly video calls with other nonprofit development professionals. Meetings are facilitated by a seasoned campaign expert.
- Weekly Group Advising calls
A campaign expert will field your questions and help you strategize. - 24/7 Email Access
Get your specific campaign questions answered quickly. - Facebook and LinkedIn groups
Share your ideas and discuss your campaign with peers.
LEVEL 2
Individual Campaign Advising | $1950 / month
A Campaign Expert Dedicated to Your Campaign
Work individually with a campaign advisor who will guide you and your team via regularly scheduled video calls. Your advisor is never more than a click or a call away.
- Level 1: Group Campaign Advising
See LEVEL 1 features (above). - Individual Advising calls
Regularly scheduled calls enable you and your team to work privately with your advisor. - 100% Advisor Availability
Call and email your campaign advisor anytime between scheduled calls to plan and problem-solve. - Document Reviews
Your advisor will review and improve all of your campaign documents.
LEVEL 3
Custom Campaign Advising | PRICING VARIES
A Flexible, Affordable Plan to Fit Your Needs
You begin with a customized plan that includes even more guidance as you develop your campaign plans. Then scale down as you feel more confident.
- Level 1: Group Campaign Advising
See LEVEL 1 features (above). - Level 2: Individual Campaign Advising
See LEVEL 2 features (above). - Optional Services
Add services to your plan based on your needs (click below for details).
Unsure? Let’s Talk!
Not sure which level to choose? We’d love to talk with you and help you make the right decision for your organization. Feel free to apply for a free strategy session and talk to one of our campaign experts to help you decide.
Have Questions? Get Answers!
You'll find answers to the most common questions on our FAQ page. Or feel free to drop us a line:
