Your organization is preparing to launch a campaign – that’s exciting! But are you wondering how you can possibly coordinate and sustain a complex, multi-year, large-scale fundraising effort to achieve a successful result? That’s where your campaign plan comes in.
Historically, planned giving and fundraising campaigns have had a somewhat rocky relationship. There is sometimes a dismissive attitude towards planned giving (and, by extension, those making planned gifts) from the principal and major gifts departments of development. This attitude usually stems from the rather erroneous assumption that those prospects opting for planned gifts really are “getting off easy,” and that development shops that promote planned giving enable major gift prospects to take the easy way out.
If you look for them, you will find numerous reasons why your campaign cannot possibly work. There may be valid reasons to delay the start of your campaign, but the following are not among them!
No matter the goal, if you’re looking to dive into a campaign to help you expand, we applaud you! But do you have everything in place to begin? Ensuring campaign readiness will help you to prevent any setbacks during your campaign.
As you prepare for a capital campaign, there are a few criteria you want to be sure you meet before you dive in. Use the checklist below to help you determine if you’re ready for a campaign, or download the printable version here.
You will never achieve a 100% success rate in recruiting successful volunteers, despite everyone’s best intentions. However, you can increase the likelihood of your success by carefully considering and assessing your candidates before you ask them to serve.
When seeking volunteers to help you solicit gifts to your campaign, look for individuals who have as many of the following characteristics as possible: