Planning Studies

Take the Guesswork Out of Campaign Planning

Planning Studies provide the insights needed to determine if now is the right time for a fundraising campaign.

Launching a Campaign Without a Plan Can Lead to Costly Mistakes

Wasted resources. A misaligned campaign can drain your budget, stall momentum, and weaken donor trust, making future fundraising efforts more difficult
Uncertainty and Misalignment. Without clear direction, board members, staff, and donors may lack confidence, leading to confusion and decreased support
Missed Opportunities. Launching at the wrong time or with the wrong message can leave major gifts untapped, limiting your organization's ability to grow

How a Planning Study Sets You Up for Success

Make Data-Driven Decisions

Assess donor interest, feasibility, and internal readiness to launch a successful campaign

Strengthen Buy-In

Align key stakeholders with a well-founded, research-backed campaign strategy

Launch at the Right Time

Ensure your campaign is structured for long-term success, maximizing both participation and fundraising results

Campaigns should never be a guessing game...

We understand launching a campaign is a major undertaking, and uncertainty can lead to costly missteps. That’s why we’ve helped hundreds of nonprofit leaders gain the clarity and confidence they need through our proven Planning Studies process.

What we offer:

What Clients Have Said...

"The Planning Study created buzz and got our families talking. It wasn’t just about feasibility—it was about building relationships and understanding donor perspectives. The insights we gained helped shape our case for support and gave us the confidence to move forward with clarity and purpose.'"

Tim Holland

Head of School, Caldwell Academy

Investment and Timeline

A well-executed Planning Study not only saves your organization time and money in the long run, but also ensures your campaign is launched with precision and confidence. The insights gained ensure your fundraising efforts are well-timed, well-supported, and positioned for maximum impact.

Starts at $42,500

Factors impacting your investment:

– Expected number of interviews

– Additional study complexities

– Specific team requirements

Timeline

Month 1: Study Organization & Planning

Months 2-3: Conduct Interviews & Assessments

Month 4: Analysis and Report delivery

Confidently Launch Your Next Campaign in 3 Easy Steps

1. Listen & Assess

We meet with you to understand your needs and initiate a study

2.Engage & Evaluate

We interview key stakeholders, gather feedback, and analyze organizational readiness

3. Deliver Actionable Insights

We present a comprehensive report with clear recommendations and next steps for your board

You Deserve Clarity and Confidence in Your Next Big Move

Nonprofit leaders often struggle to determine if now is the right time for a capital campaign. Our Planning Studies eliminate the uncertainty by providing clear, data-driven insights—so you can move forward with confidence and set your campaign up for success.

Considering a campaign? Ensure you have the right foundation before moving forward. Let’s talk.

Want to gain clarity before committing?

Download our free 5 Key Questions to Assess Your Campaign Readiness to determine if a Planning Study is right for you.