Capital campaigns are long, so your consultant should proactively check in to review your progress and keep your team on track. Maintain your timeline and check in on progress.A consultant can get everyone on the same page and provide training for running the campaign and asking for major gifts. Your nonprofit’s leaders and board members will need to play active roles in your campaign. As we explain in this Capital Campaign Toolkit overview of campaign feasibility studies, a guided approach can help deliver more long-term value for your team. A consultant might conduct the study for you or guide you through the process of handling it yourself. These studies are a crucial early part of the planning process and involve interviewing stakeholders to determine how feasible your campaign’s goals are. Conduct and guide feasibility studies.A consultant can help you refine your goals and lay out a complete roadmap for your campaign from beginning to end. If you’ll be working with a campaign consultant for the first time, it helps to understand the services that they generally do and don’t offer to nonprofits: Capital Consultants Do: What to Expect from a Capital Campaign Consultant This quick guide will walk through the key responsibilities to expect of your consultant as well as four key qualities we recommend prioritizing in your search. Hiring a fundraising expert to help plan and lead your campaign is standard practice for capital campaigns, but their help is especially valuable now-after a year of crisis messaging, strategy pivots, and virtual event fatigue, your large-scale campaign planning skills might be a bit rusty.īut, as with any type of consultant, you’ll need to devote time and attention to the hiring process in order to find the ideal partner (and not just another vendor) for your organization’s campaign.Īt the Capital Campaign Toolkit, we’ve guided countless nonprofits through the process of planning and conducting these campaigns, so we’ve been through this process plenty of times. So whether you’re planning your nonprofit’s first campaign or you’re a veteran fundraiser, capital campaign consultants make invaluable partners. This means that capital campaigns are serious undertakings and represent a major investment of your time and resources. Construction projects, equipment investments, and the creation of large endowment funds are common objectives of capital campaigns, and they often take a year (or several years) to complete from start to finish. Capital campaigns are large-scale fundraising initiatives that help your nonprofit raise the capital needed to expand your capacity.

Capital campaign toolkit