Many nonprofits don’t fully realize the amount of research, preparation and donor cultivation that should take place prior to any solicitation. Similarly, a number of tasks are essential when preparing for a successful campaign including: determining the campaign goals, quantifying the costs, clarifying what outcomes will be realized, substantiating the organization’s track record for accomplishing the outcomes, recruiting campaign cabinet members who have influence and affluence and, of course, deepening relationships with current and prospective donors.

Granted, that’s a lot.

Here are a few first-step strategies to help simplify the process:

Nail down the campaign’s specific goals

Land, new infrastructure, expansion of existing space, upgrades and updates, new programs, operating support, cash reserves, endowment … so many decisions must be made. Discussions and decision making may prove challenging, but firming up the details is a necessary first step. “Are we land-locked or can we expand?” “Should we invest in the building if we don’t own the land?” “If we build a larger building, will we need more staff and an endowment?” Pull everyone together, and start talking. It may take time, but it will save time and money in the long run.

Recruit campaign cabinet members who have influence and affluence

Start with individuals closest to the organization. Ask them, “Who do you know who might care about our mission; have an ability to give a meaningful gift; and know others who could do likewise?” Begin cultivating these relationships, genuinely and strategically, and keep expanding the circle using the same organic process.

Keep telling your story, and keep it real

People give to people (not programs, infrastructure, reserves, etc.—even though donors understand all those needs are necessary). Make sure you have an internal system to collect quotes and testimonials, continually, in real-time. Donors want to know they’re making a difference. Avoid using quotes from years-gone-by. Invest in software to track your mission-related results. Increasingly, donors want to give to proven outcomes over hopeful intentions.

Yes, it’s a lot. But if you want to ensure campaign success, it’s a must. Need help getting started? We’re here for you!