Every Tool You Need to Help Your Campaign Succeed

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Toolkit Features

The Capital Campaign Toolkit gives you a master plan for your campaign, along with a huge variety of tools and step-by-step guides to move you seamlessly through your campaign, from start to finish.

Guide Your Capital Campaign with Confidence

You’ll have all the tools, templates, guidance and support you need to tackle every step:

  • Identify those big critical gifts
  • Recruit the right campaign leaders
  • Develop spot-on campaign materials
  • Build your confidence in soliciting major gifts
  • Motivate and inspire your board members to help
Capital Campaign Toolkit — Access any tool from any device

There’s no reason to reinvent the wheel — EVERYTHING is provided for you.

Thomas G. Lengel

The Capital Campaign Toolkit is fabulous! It’s full of practical and useful resources that we’ve referenced often with our board, and that we’ve adapted for our own use. I recommend the Toolkit to any organization that is thinking about launching a capital campaign. The value it provides can’t be beat!

Thomas G. Lengel

Head of School, Holy Child School at Rosemont

Step-By-Step Plan and Timeline

Step-By-Step Plan and Timeline

The Toolkit is divided into seven campaign phases. Each phase has a specific step-by-step guide to lead you through that phase.

Together, these seven guides form a complete roadmap for your campaign.

Support, Guidance and Accountability

Each Toolkit plan offers additional support from dedicated campaign experts. The level of support you prefer will help you decide which plan is the right fit for your organization.

Essential Toolkit

Essential Toolkit

with Group Support

This more economical plan includes full access to the entire Toolkit. You get all campaign tools, plus access to our Email Helpline, private Facebook group, and weekly Group Mastermind calls. These calls keep you accountable and answer your questions in real-time.

Premium Toolkit

Premium Toolkit

with Individual Support

Includes all campaign tools, plus regular access to an experienced campaign advisor. Your campaign advisor will guide you and up to five other members of your team through the campaign process. Regularly scheduled advising calls help you move through each phase of your campaign.

Customized Toolkit

Customized Toolkit

with Tailored Support

Tailor the Toolkit to your needs. Includes everything in the Essential and Premium Toolkits, plus a variety of optional services, including on-site campaign training for staff, board members, and volunteers. We’ll work with you to create the perfect Toolkit plan for your organization.

Private Facebook Group

All Plans Include…

Group Mastermind Calls — Join weekly Group Mastermind calls led by a campaign expert to explore a variety of campaign strategies.

Private Facebook Group — Connect with like-minded peers, pose your campaign questions, and participate in group discussions.

Email Helpline — Get your specific campaign questions answered quickly via our dedicated support address.

Choose the level of support you need, when you need it — you can change your plan at any time.

The Toolkit has been an awesome resource for our team as we plan for our campaign. In addition to the expertise and support we get from our advisor through video calls, we’ve been thrilled that every time we need a particular form template, sample job description, or other example, we find it in the Toolkit.

Sebastian Ruth

Founder & Artistic Director, Community MusicWorks

Sebastian Ruth

Tools, Resources, Templates and More

Here are some examples of the tools, resources, templates, job descriptions, meeting agendas, sample documents, and more included in each phase:

Phase 1: Pre-Campaign Planning
Phase 1: Pre-Campaign Planning

  • Readiness Assessment Worksheet
  • Core Committee Job Description and Meeting Agenda
  • Working Goal Worksheet
  • Gift Range Chart Template and Sample
  • How to Identify Lead Gift Prospects Worksheet
  • Depth Chart Template and Sample
  • How to Develop a Case for Support Template

Plus more tools!

Phase 2: Feasibility
Phase 2:  Feasibility

  • Feasibility Study Preparation Checklist
  • Committee Job Description and Sample Meeting Agendas
  • How to Select a Consultant Worksheet
  • Sample Interview Questions Worksheet
  • Selecting the Right Interviewees Guidelines
  • Interpreting Results Guidelines
  • Board Report Template

Plus more tools!

Phase 3: Planning
Phase 3: Planning

  • Gift Range Chart Sample
  • Donor Recognition Plan Template and Sample
  • Sample Policies Questionnaire and Sample
  • Committee Structure Template
  • Budget and Timeline Worksheets
  • Campaign Leadership Job Descriptions
  • Development Office Assessment and Guidelines
  • Communications Plan Template and Sample

Plus more tools!

Phase 4: Quiet
Phase 4: Quiet

  • Prospect Strategy Brainstorming Worksheet
  • Solicitation Materials Guidelines
  • Pledge Form Templates and Samples
  • Bequest Intention Form Sample
  • Solicitation Training Exercises
  • Board Solicitation Guidelines
  • Solicitation Strategy Worksheet

Plus more tools!

Phase 5: Kick-Off
Phase 5: Kick-Off

  • Committee Job Description and Agenda
  • Sample Guest Experience Worksheet
  • Event Planning Worksheet
  • Case for Support Guidelines
  • Campaign Goal Worksheet
  • Campaign Brochure Guidelines
  • Public Relations Worksheet
  • Kick Off Checklist

Plus more tools!

Phase 6: Public
Phase 6: Public

  • Communications Strategy Worksheet
  • Close the Gap (to Goal) Strategy Worksheet
  • How to Solicit Mid-Level Donors Guidelines
  • Report to Board Template and Sample
  • How to Solicit the Base Worksheet

Plus more tools!

Phase 7: Post-Campaign
Phase 7: Post-Campaign

  • Pledge Samples and Guidelines
  • Campaign Report Template
  • Campaign Evaluation Guidelines
  • Stewardship Worksheet and Checklist
  • End of Campaign Celebration Checklist

Plus more tools!

Each tool is provided in Microsoft Word or Excel, as well as a PDF. Download and tailor documents to your specific organization. Add your logo and make any changes you wish to seamlessly fit your campaign.

Amanda Roberts

The Capital Campaign Toolkit provided our whole fundraising team a detailed roadmap to conduct a well-organized campaign. Our staff and volunteers increased their confidence and skills in preparation and implementation – and that made all the difference!

Amanda Roberts

Foundation Director, White River Health System

Ready to Take the Wheel of Your Campaign?

It has everything you can think of (and more) to ensure your campaign's success.