Campaign Planning & Management

Campaigns are a powerful and strategic tool to bolster institutional needs and opportunities, and to galvanize donor commitment within a specific time frame. When well planned and executed, campaigns will elevate your baseline of fundraising performance. Having played leading roles in billion dollar medical center campaigns in the past, we are well qualified to assist you in planning, implementing and evaluating your next campaign.

Specific services include:

• Campaign Planning: Reviewing data, projecting goals, building a table of gifts, and identifying the number of suspects, qualified prospects, donors, physicians, volunteers, among other key metrics, you will need. Developing campaign organizational structure. Building the budget. Preparing policies, counting guidelines and other procedures.
• Volunteer Engagement: Advising on the formation of a “Visioning Committee” and later a “Campaign Cabinet” to meaningfully engaged your top prospects. Looking at other volunteer opportunities around disease based boards, and other groups.
• Strategic Communications: Preparing your Visioning Statement, Campaign Prospectus, Case Statement and Cases for Support, and assisting with overall strategy, branding and marketing. Identifying the list of giving and recognition opportunities.
• Training: Providing customized training programs for your Development office, Board, Senior Leadership and Physicians on their roles in the success of the campaign.
• Campaign Feasibility Studies
• Prospect Strategic Review: Developing specific cultivation and solicitation strategies for your top prospects.