Capital Campaign Resources

Covid-19 Help

Toolkit Talks: Fundraising in Times of Crisis

  • Weekly townhall-style sessions to navigate the crisis
  • Motivation and encouragement to help you cope
  • Timely updates about the nonprofit sector
Covid-19 Help

Capital Campaign Pivot Session

  • Free 30-minute call with a campaign expert
  • Learn strategies to pivot your campaign in a crisis
  • Know how to solicit donors during this sensitive time
Covid-19 Help

How to Manage Your Fundraising Campaign in Uncertain Times

  • Practical advice to keep in touch with donors
  • How to deal with economic instability
  • Ways to continue fundraising through a crisis
Covid-19 Help

Video: Capital Campaigns in Uncertain Times

  • Recommendations during Covid-19 crisis
  • How to handle a slowing economy
  • Guide your organization with smart solutions
Covid-19 Help

CCT Blog - Covid-19 Crisis

  • Library of strategies to help your team handle the Covid-19 crisis
  • Answers to key questions related to the crisis
  • Expert advice to guide your organization through
General Help

Capital Campaign Strategy Session

  • Free 45-minute call with a campaign expert
  • Get answers to all your burning questions
  • Identify solutions to your biggest concerns early on
General Help

Step-By-Step Campaign Guide and Checklist

  • A complete campaign checklist and guide
  • Break your campaign down into manageable steps
  • 7 campaign phases explained in full detail
General Help

Capital Campaign Toolkit Blog

  • Library of resources on campaign topics and trends
  • Articles that answer key campaign questions
  • Learn from campaign experts and best practices
General Help

Capital Campaign Readiness Assessment

  • Find out how prepared your organization really is
  • Learn about your weaknesses and strengths
  • Identify areas for improvement before your campaign
General Help

Capital Campaign Plan - Complete Checklist

  • Write a campaign plan like a pro
  • Understand what needs to be included in your plan
  • A quick reference guide for your entire campaign plan
Board Readiness

A Board Member’s Guide to Capital Campaign Fundraising

  • Roles and responsibilities of board members
  • Learn to engage board member in your campaign
  • Share this PDF eBook with your entire board
Board Readiness

CCT Blog - Board Readiness

  • Library of resources on all board readiness
  • Articles to answer your board-related questions
  • Best practices to guide your board through a campaign
Board Readiness

Video: Preparing Your Board for a Campaign

  • Spell out board member roles and responsibilities
  • Play this informative video at a board meeting
  • Share link with board members to view at home
Board Readiness

Board Readiness Assessment

  • Find out if your board members are up to snuff
  • Identify strengths and weakness of your board
  • Quick assessment; takes less than 10 minutes
Feasibility Study

CCT Blog - Feasibility Study

  • Understand why a study is mission-critical
  • Identify different feasibility study options
  • Learn to engage donors through your study
Feasibility Study

Feasibility Study Materials Checklist

  • Identify necessary materials for your study
  • Stay organized with a single checklist
  • Be confident about what to share with donors
Feasibility Study

Worksheet:  Select a Feasibility Study Method

  • Choose the best feasibility study method for your campaign
  • Compare different feasibility study methods
  • Get your campaign started off on the right foot
Feasibility Study

Guided Feasibility Studies

  • Utilize a study that will engage potential donors
  • Talk directly with to your best campaign donors
  • Discover how to save money and raise bigger gifts early on
Campaign Planning

Capital Campaign Committees Org Chart

  • Learn how and when to use campaign committees
  • Use your committees to engage donors
  • Identify short and long term volunteer opportunities
Campaign Planning

CCT Blog - Campaign Planning

  • Library of resources on campaign planning
  • Articles that address your planning questions
  • Learn from campaign experts and best practices
Campaign Planning

Gift Range Chart Calculator

  • Calculate how many gifts you need
  • Determine what size gifts (amounts) you need
  • Learn how many donors you will need to succeed
Campaign Planning

Campaign Policies Questionnaire and Sample

  • Learn how to set policies for your campaign
  • Determine how you will count gifts
  • Decide which gifts will and won’t count for the campaign
Campaign Planning

Guide: How to Staff Your Campaign

  • Determine whether you need to hire new staff
  • Identify who you should hire and why
  • Figure out who is responsible for what tasks
Campaign Planning

Campaign Budget Worksheet

  • Create a separate budget for your campaign
  • Determine what to include in your campaign budget
  • Easily plug your numbers into this spreadsheet template
Quiet Phase

CCT Blog - Quiet Phase

  • Library of resources on raising early dollars
  • Find articles about leadership level gifts
  • Learn from campaign experts and best practices
Quiet Phase

Sample Pledge Forms

  • Ready-to-use sample pledge forms and language
  • Quick and easy template; just add your own logo
  • Accept multi-year pledges from capital campaign donors
Quiet Phase

Nucleus Fund Committee Description and Sample Agendas

  • Ready-to-use committee member job description
  • Conduct productive meetings using these agendas
  • Don’t reinvent the wheel, it’s done for you!
Quiet Phase

Handbook for Volunteers - Outline and Samples

  • Leverage volunteers who are critical to your success
  • Provide job descriptions, expectations and more
  • Ready-to-use handbook; just add your own logo
Quiet Phase

Volunteer Solicitation Training Agenda and Exercises

  • Comprehensive 3-hour solicitation training retreat agenda
  • Proven solicitation training exercises and activities
  • Train your volunteers without hiring a facilitator
Public Phase

CCT Blog - Public Phase

  • Library of resources for engaging volunteers and donors
  • Learn how to prevent annual fund sabotage
  • Learn from campaign experts and best practices
Public Phase

Step-by-Step Guide to the Public Phase

  • Learn how to engage the wider community
  • Engage an army corps of volunteer solicitors
  • Develop a communications plan for the final stretch
Public Phase

Worksheet: How to Close the Gap to Your Goal

  • Identify strategies to close the gap to the goal
  • Learn ways to reengage your biggest donors
  • Discover how to finish your campaign with a bang
Public Phase

Worksheet: Progress Report to the Board

  • Template for end-of-campaign board report
  • Keep your board updated on campaign progress
  • Don’t reinvent the wheel, it’s done for you!
Public Phase

Guide: How to Close Pending Lead Gifts

  • Learn exactly how to close pending lead gifts
  • Let campaign experts teach you how to close like a pro
  • Close your campaign strong by ending with bigger gifts
Public Phase

Public Phase Communications Sample Plan

  • Learn why communication is key to campaign success
  • Fine-tune different campaign audiences and messages
  • A ready-to-go plan; no additional work on your part

There are even more tools available in the Capital Campaign Toolkit.
Click here to learn more »