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.

Capital Campaign Advising
Capital Campaign Toolkit - A Virtual 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 guided expertise to make your campaign a success — without breaking the bank.

3 Levels of Support

Choose the plan that’s right for your organization

*Sign up for a full year and get a 10% discount on any level.

Heidi Whitman

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 a true expert by your side 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
    led by a campaign expert field your questions and help you strategize.
  • 24/7 Email Access
    to get your specific campaign questions answered quickly.
  • Facebook and LinkedIn groups
    to encourage idea sharing and facilitate discussion 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).
Click the button below to work with us to create the perfect advising plan for your organization.

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.

Still Unsure? Let's Talk!
You can also give us a call anytime at: (201) 970-9766

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: