Maybe you have wondered, “What do you need to know before embarking on a capital campaign?” The short answer is, “many things.” The longer answer would certainly include:

• How our supporters will react to our vision and plans
• Who our constituents view as natural leaders
• What prospective donors have the greatest capacity to give
• The availability of the largest gifts

These are a small part of what can be gained by conducting a pre-campaign planning study.

Before embarking on a capital campaign, many organizations choose to conduct a planning study to assess potential.  But studies are much more than just a survey that benchmark donors’ interest and willingness to give.  Enjoy this virtual conversation to learn more about what you should and shouldn’t expect a study to do, when a study makes sense (and when it doesn’t), and hear some great case studies from the Mission Advancement team.

Do you need a planning study? Checklist

If you are not sure whether you need a planning study before embarking on a capital campaign, take a look at this simple checklist. If you answer “No” to any of these questions, contact us by clicking the “Let’s Chat” at the top of this page.