Don’t Wait: Start Planning Your Next Capital Campaign Now! (Part 2)

August 1, 2019 in Donor Relationship Management, Fundraising, Uncategorized

Part 1 of this series focused on the need to identify and recruit potential capital campaign chairs several years in advance of a campaign. If they are not already serving as leadership volunteers in your philanthropy program, you can take the following steps:

  1. Invite these prospective campaign chairs and leaders to become involved in your program.
  2. Teach best practices in donor cultivation, solicitation, and stewardship.
  3. Emphasize the vital importance of listening to donors to better understand their interests and motivations.
  4. Roleplay solicitations to demonstrate calling for an appointment, presenting your case, working as a team, making the ask, and dealing with objections.
  5. Have them accompany you on solicitation visits so they can observe you in action, participate in the conversation, and become comfortable with the process.
  6. When they are ready, allow them to take the lead during the visit, and then critique their performance afterward.
  7. Evaluate their potential as leadership volunteers and donors.
  8. Strategically groom them for a leadership role.

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