GENERAL FUNDRAISING AND CAMPAIGN GUIDANCE 

Many non-profits are finding that traditional sources of revenue—dues, governmental funding, or even a small circle of devoted donors—are insufficient to cover both current funding needs and long-term program sustainability.  Likewise, a number of non-profits are increasingly aware of how important reserve funds or endowments are to ensuring long-term financial stability.  Regardless of the age of the non-profit, building a solid fundraising program and laying the foundation for a concerted fundraising effort has become more and more urgent.

Charitable Development Consulting can help non-profit organizations of all types to build that foundation.  Among the ways we build that support are the following:

• Drafting and guiding passage of Gift Acceptance Policies
• Drafting and guiding passage of Endowment Policies, including endowment structure, investment and spending policies
• Drafting and guiding passage of gift counting policies
• Drafting and testing case statements for campaigns
• Evaluate readiness for a campaign
• Conduct feasibility studies for a targeted fundraising effort
• Guide staff structure and infrastructure needs for a campaign
• Evaluate vendor proposals for investment and administration of endowed funds
• Train staff, board members, and other volunteers
• Develop campaign organization and timing schedule
• Evaluate website content and communications materials
• Create and guide the use of detailed donor/prospect tracking systems
• Accompany staff of selected visits with donors and donor advisors
• Provide technical guidance on complicated gift plans