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Using counsel is NOT, however, a panacea for everything that could
go wrong. Nordoes it mean that the organization won’t have to do
any work or that the consultant will do everything. You can’t just
put the consultant in a closet, come back in a year, and have your
money. In fact, hiring a consultant may well cause
you, your board and your senior team to work harder – yet you
should also raise more money - faster - with counsel. An
experienced consultant should have answers, or at least
well-reasoned recommendations, to the challenges you’ll face in a
campaign every day.
In many cases, consultants will have models
of materials or plans that you can use to save time and resources.
By having "tried and true" samples, consultants can often show
volunteer leaders new ways of thinking and doing things that will
results in better results.
Consultants also should be prepared to train
and educate volunteers – even the recalcitrant volunteers. This
training is usually not an event or meeting, but is instead in the
form of constant reinforcement and training so the volunteers and
staff continually improve in soliciting gifts for a campaign.
Consultants should bring experience and
answers to the campaign. You’ll want to work with someone who
knows what they are doing – not someone who is constantly calling
back to the corporate headquarters to find out the answers. Always
interview the consultant you are going to be working with – not
just the sales person for the firm. Make sure to get references
for the individual, not just the firm.
Consultants should also have specialized
knowledge in various areas of fund raising including prospect
research, direct mail, personal solicitation, board enhancement
and other fundraising skills. S/he should have excellent
presentation and writing skills and convey confidence without
arrogance.
Capital campaign consultants should also be
cost-effective. Professionally directed campaigns should have a
ten-to-one or better return on investment. Good counsel is also
flexible, adapting their style and fees to meet the needs of the
non-profit organization.
What Consultants Should Not Be Doing
As a general rule, consultants do not "open
doors" to rich people. The logic is simple: campaigns are best
presented by committed volunteers – not hired guns. Even if a
consultant "knows" a prospect, how many times can that consultant
solicit the prospect? How affective will a hired gun be in
convincing someone to donate? It’s better to use the consultant to
train and educate volunteers and staff to do the solicitation –
you’ll get much better results in the end.
Remember ….
Consultants are PART of the team – not the
be-all and end-all. They aren’t necessarily even the lead partner
in the process – they are a resource. You are going to succeed in
large part due to the amount of time and effort put in by your key
volunteers and staff. Expecting a consultant to go off in a closet
and do all the work is a recipe for disaster. It’s a partnership –
uphold YOUR part of that partnership.
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