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Hi Friend,

Think you are ready for a Capital Campaign?

This month’s article, Ten Back Shop Questions to Ask Before a Campaign, highlights some of the questions you need to ask yourself and your organization before embarking on a capital campaign. These ten examples are the same questions I ask my clients during our initial capital campaign planning process, because it becomes exponentially more difficult to overcome some of these obstacles during a capital campaign when there are more moving pieces and resources at risk.

Asking these will give you a feel for how well prepared your organization is for a capital campaign. Knowing that the basic operating procedures and principles are in place gives you a sense of reassurance that you have covered all your bases and can move forward to the next steps with confidence.

All The Best, 

David G. Phillips

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Ten Back Shop Questions To Ask Before A Campaign

Coordinating the operational side of a capital campaign fundraising effort is like pushing a big rock up a huge hill – it’s a tremendous amount of effort to get everything started, and once that rock goes over the top, it accelerates quickly and doesn’t slow down. Some initial planning can put you in much greater control of the back-office demands during a capital campaign, preventing avoidable crashes! This article contains key questions to ask “before” your campaign kicks-off. Answering these questions requires discussion and thought, and documenting the answers can help you avoid costly mistakes.

  1. Are any contributions excluded from campaign totals? For example, do gifts to the Annual Fund count? How about ticket purchases for a campaign-related event?
  2. Quid pro quos – full amount, tax-deductible amount or none? CASE (Council for the Advancement and Support of Education) standards suggest only counting the tax-deductible portion of these gifts toward your campaign goals. Most of our clients count the full amount. Whichever you choose, be sure your systems are set up to report the same way every time.

Click Here to Read the Rest of this Article

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