Services
"He is no fool who gives what he cannot keep, to gain what he cannot lose."
– Jim Elliot, Author
Peter M. Kellogg
Chairman & CEO
The Kellogg Organization, Inc.
To start a new business—for that is truly what a nonprofit institution is doing when launching a multi-million-dollar campaign—a client’s ultimate success depends on two vital factors: research and organization. A properly executed Philanthropic Readiness Assessment—whether it’s for a capital, endowment or comprehensive campaign—generates good organizational planning and accurate research by test-marketing the client’s fundraising objectives in the highly competitive philanthropic marketplace. The Strategic Campaign Business Plan and Campaign Implementation are based on the results of the philanthropic research.
Steps to Capital and Endowment Campaign Fundraising Success
Stage I – Philanthropic Readiness Assessment – Research
The Philanthropic Assessment is normally accomplished through one-on-one, confidential, interviews with up to 40 individual, corporate, foundation, and public sector leaders, Stage I confirms the proposed campaign’s goal, donor potential, and volunteer leadership.
Deliverable—Philanthropic Readiness Assessment detailing:
- Brand Awareness, Messaging, and Reputation
- Key points to support the campaign’s Case for Support
- Donor Potential
- Leadership
- Management/Development Resources
The success of Stage II, the Campaign itself, is completely dependent on the thoroughness of Stage I.
Stage II – Campaign Business Plan and Implementation
Developed and expanded from the observations and recommendations of the Philanthropic Readiness Assessment, the Campaign Business Plan provides the long-range plan of work for the entire campaign and the specific week-to-week tasks that must be carried out to the campaign’s conclusion.
The campaign itself is conducted based on the research and recommendations from the Philanthropic Readiness Assessment and uses the steps and timetable detailed in the Campaign Business Plan.
Six Steps to Fundraising Success
The Kellogg Organization is uniquely qualified to provide integrated solutions to challenges and opportunities faced by nonprofit institutions. Have you done everything you need to do for your fundraising to succeed?
Let us help you build and execute a highly effective and sustainable Development Program.
1. Evaluate current fundraising efforts
- Identify optimal Organizational Structure and Job Functions
- Prepare the Leadership, Staff and Board of Directors for success
2. Build a Customized Strategic Plan
- Identify and create Market Management Strategies to optimize results
- Identify and prioritize high-priority transformational donors, prospects, and centers of influence
- Create appropriate mix of Face-to-Face Development Calls
- Identify appropriate individual, corporate, and foundation Philanthropic Investors including Boards of Directors, Benefactors, and Government or Community Leaders
- Create Benchmarks and Dashboards for activity, pipeline growth, and revenue
3. Create Essential Elements for Fundraising Success/Support
- Build a compelling Marketing Case for Giving
- Develop customized Fundraising Presentations
- Identify and document recognition and benefits
4. Build Process, Research, Structure, and Implementation
- Document Sales Management Process
- Quantify Activities, Pipeline and Revenue Generation
- Reporting elements for management
- Document contact management and information capture standards
- Prospect research required for Donor Cultivation
5. Execute and Support new Fundraising initiatives
- Develop Relationship Strategies for optimal results
- Create customized proposals
- Conduct and support visits with current and prospective donors
- Create and execute agreements and contracts
- Create and execute customized Follow-Up and Stewardship Plans
6. Expanding Ongoing Fundraising Operations
- Best Practices Identification, Cultivation, Solicitation, and
- Stewardship Training for Boards, Leadership, and Staff
- Sales activities defined and quantified/Pipeline goals and attainment
- Set appropriate, motivating, and challenging goals
- Activity management and reporting
- Pre-call planning and strategies
- Securing the appointment
- Closing the transaction
- On-Site Management and Implementation Services