How to Create a Successful Capital Campaign Plan: A Step by Step Guide

Are you wondering how to create a capital campaign plan? This document is a tool to lay out what you plan to do with your business campaign. This plan needs to be well written as it is a tool you will refer back to when making decisions for your campaign.

Not sure where to get started? That’s okay, we’re here to help! Keep reading this capital campaign toolkit to get some tips and tricks that can help you construct a great capital campaign plan in no time.

Outline Your Obejectives

As you begin creating your capital campaign plan, you will want to make sure that you have listed and brainstormed all of the objectives you have for this specific campaign. Make a list of all the details and steps that you will need to include in your plan before you even beginning weaving these objectives together or putting them into any specific order. Your main objective is likely what you are raising capital for and how you will reach your goals.

Identify your main objective and then think about the steps that it will take to make that objective happen. You will want to be as specific as possible as donors will be examining your capital campaign plan and looking for how their donations will make a direct and tangible difference. You also want to be specific when it comes to determining what the overall financial goals of the campaign are.

You may also have some non-financial goals in mind that you should state. For example, you may be trying to expand your reach of donors or gain organizational awareness through your campaign.

Donor Recognition

Once you have delved into the specifics of your campaign goals and objectives you can begin to change your focus over to your donors. You need a plan for how you will recognize donors for their contributions. You want to clearly label how these recognitions will be given. For example, if you offer naming opportunities, make sure to clearly note what that will look like for donors and what the qualifications are. You should offer different recognition opportunities for donors at various gifting tiers. Read this article to know more about the different ways of giving thanks to your major donors.

For example, if you offer naming opportunities, make sure to clearly note what that will look like for donors and what the qualifications are. You should offer different recognition opportunities for donors at various gifting tiers.

Make a Plan for Your Team

To make your campaign happen you need to have a well-developed team behind you. In your campaign plan, you want to demonstrate the structure of your team as well as your leadership. You should spell out what the responsibilities of each staff member will be to make sure all employees know what is expected of them to carry out this project successfully.

You should also outline how you will communicate as a team and who will report to whom.

Crafting a Capital Campaign Plan

If you are getting ready to create a capital campaign plan for your organization, keep the tips and tricks in this guide in mind.

Head to the “Business” section of our site today for more organizational advice and info today.