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Who is this for?

If you’re an Executive Director or Development Director and your organization is heading into a capital campaign, the Capital Campaign Toolkit is for you. It's designed specifically for people who have hands-on responsibility for planning and leading a capital campaign. If that’s you, the Toolkit will be invaluable.

How do I decide on the right level of support?

While some organizations use the Toolkit without additional support, we recommend combining the Toolkit with expert campaign advising and support (unless your staff members already have extensive campaign experience).

Custom Toolkit with Individual Advising

A personal campaign advisor is the most effective way to ensure your success. We recommend starting with a personal advisor for approximately six months. At that point, you can continue with your advisor or decide on another level of support.

Your expert advisor will be with you and your team every step of the way. Your advisor will get to know you and your specific campaign goals and challenges.

Together, you and your advisor will make a plan for leading the way to a successful campaign goal. Your campaign advisor will discuss campaign strategy, help develop a plan, provide accountability and cheerleading, assign next steps, answer your questions, and so much more. They will be your personal guide through the campaign process. Not only that, they will be there for you between scheduled calls to answer questions as they arise via phone and email.

Premium Toolkit with Group Support

Most people do better with at least some support. Weekly mastermind calls provide accountability and the chance to get your questions answered in person. In the group calls, you’ll not only get your own questions answered, but you’ll also learn from the challenges facing your peers and the solutions posed by our campaign experts.

In addition, you have access to an email hotline, where every question will be answered by campaign experts within 48 business hours.

Essential Toolkit

If you’re self-motivated, able to follow a plan, stay on track, and have some campaign experience, then the Essential Toolkit is right for you. The tools and resources will keep you focused and moving toward your goal. When a question arises, simply post it in the private Facebook group, or sent it off to our email helpline. Every question sent via email will be answered by campaign experts within 48 business hours.

How do I access the recordings, coaching calls, and materials?

All the materials are easily accessible on the Capital Campaign Toolkit website. Log on from any device. All you’ll need are your email address and your password. In the “Questions” tab, you will find a Zoom link (for video conferencing) and call-in number to access all coaching calls.

Does this take the place of a consultant?

The Toolkit gives you all the resources a campaign consultant would provide in an easy-to-follow format at a fraction of the price. The Toolkit, combined with the support of one of our expert campaign advisors, will likely be enough for most organizations. You may still choose to hire a consultant for specific tasks, such as with writing a case for support, or onsite solicitation training for your board.

How much time will it take?

Your campaign is likely to take three years to complete and you’ll have full access to the Toolkit for as long as you like.

How can I afford the Toolkit?

The Capital Campaign Toolkit has been priced to give you everything you need for a capital campaign at a fraction the cost of a full-service consultant. Like all campaign expenses, the price of the toolkit should be included in your campaign budget. The real question is, how can you afford not to get it?

How do the Mastermind Weekly Group Calls work?

We are committed to answering as many of your campaign questions as possible during the weekly group call. However, occasionally, time will run out. If that is ever the case, someone will call you back and/or your question will be answered via email by the very next day.

Will I have personal access to Amy and Andrea?

Yes! Amy and Andrea will participate actively in the private Facebook group and on weekly group calls. They will be joined by other campaign experts in answering your questions via email as well.

What if I don’t like my assigned advisor?

Your success is our success. All of our advisors have extensive capital campaign experience. We assign advisors carefully, however, sometimes the fit simply isn’t right. If your advisor isn’t able to provide what you need, we want to know about it. We will do our best to solve the challenges or pair you with a different advisor.

Requests to switch a campaign advisor must be submitted in writing to, and the switch will be made within one month.

How soon can I start?

Immediately! Once you purchase the Toolkit, you’ll get immediate and complete access to all the tools and materials, so you can download them and start working with them today.

Have more questions?

Apply for a free strategy session or send us an email at

You can also call us at (201) 970-9766.