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Are We Ready for a Capital Campaign? A readiness checklist.

How do you know you are ready for a campaign? It can be a transformational experience for the organization that is ready. Below is a short list of items to gauge your nonprofit's capital campaign readiness.

 

Campaign Readiness Checklist

  1. Strong Community Image: Is your mission relevant and meeting current community needs? Is the broader community (more than those you serve) aware of your mission impact?

  2. Experienced & Respected Staff Leadership: Is your CEO/Executive Director/Director respected and well known in the community. Do they represent the mission well?

  3. Loyal & Committed Stakeholders: Do your stakeholders understand the full depth of your mission and believe in it?

  4. Organizational Alignment: Is organizational leadership (Board & Staff) unified and aligned in belief and passion for the campaign project?

  5. Relevant & Current Strategic Plan: Do you have a current strategic plan that identifies short and long-term goals? Does it includes a sustainable funding/fundraising plan that will support the achievement of plan goals?

  6. Compelling Campaign Case for Support: Have you developed the campaign promise to the community? Have you answered the question why organization is best suited for the task, and why community investment is needed?

  7. Financial Stability: Are financial systems, processes, checks and balances in place and are reserves funded?

  8. Stable & Growing Donor Base: Is your annual support donor base strong? Do you have 6 willing prospects of whom 1-3 will commit 20% of the campaign goal?

  9. Adequate fundraising infrastructure: Do you have the staff, systems, and processes to sustain annual fundraising and take on a campaign?

  10. Board & Volunteer Leadership: Do you have an influential & committed Board and/or volunteer group willing to lead the campaign, recruit volunteers, & solicit campaign funding?


The Ostara Group has over a decade of experience guiding hundreds of nonprofit clients through successful capital campaigns. Time and time again, the most effective campaigns have these key factors in place, creating a strong foundation for reaching - or exceeding - their campaign goals. Ostara can support your organization in assessing campaign readiness - drop us a note. We'd love to discuss your organization's unique position and needs.

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