Our Lady of Good Counsel
Eatonville, Washington
Raised: $500,000
Role of the Campaign Consultant
Fund raising counsel can bring two very
important roles to the campaign.
For a new parish hall and
renovations to the church.
Consultation and Strategy – Counsel
brings fund raising experience, knowledge and strategies to a
capital campaign. It also brings the fund raising philosophy
to the campaign – directing the day-to-day activities of the
campaign.
Direction and Implementation –The
execution and implementation of the fund raising plan will
have a great effect on the campaign’s success. Together, the
organization and the consultant should make strategic
decisions every day in a campaign, but the execution of these
decisions will determine the ultimate success of the campaign.
Specifically, Capital Quest professionally
provides the following services if retained to direct a major
campaign.
Finalize a comprehensive campaign plan
Write a thorough campaign case statement
Plan and coordinate the selection of top
campaign leadership
Assist in identifying and segment
prospective donors
Write appropriate foundation proposals
Organize committees and direct their
activities
Prepare speaking notes and detailed agendas
for speakers
Instruct all volunteers on the proper
methods of solicitation
Devise appropriate gift plans,
including subscriptions, stocks, bonds, insurance, trusts and
other deferred giving methods
Where desirable, solicit or assist in the
solicitation of gift prospects
Coordinate publicity and public relations
programs
Prepare all materials (brochures,
cards, forms, receipts, and records)
Conduct orientation seminars for all
important audiences.
Report regularly to client on the
activities and progress of the program
Establish procedures for the redemption
of gifts and pledges
Prepare an official report embracing
the entire history of the program
Prepare a report and recommendations of
post-campaign development.
Provide 60 months of pledge redemption
service without fee.
While the consultant will provide strategic
direction, it is important for the non-profit organization to
understand and accept that, as an organization, it has certain
management responsibilities in the campaign. Day-to-day
management, such as follow-up correspondence and other time
sensitive activities, are often best conducted by the organization
rather than a consultant.
