Generosity Services

Campaign Plans

 
 
 
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Our team of experts at the Generosity Institute is available to help you formulate your own strategic campaign plan using the latest protocols available for high net worth fundraising.  

There are four (4) elements which are constructed for you in stages: 

Stage 1 is to secure our help and schedule our initial visit with you, which includes a confidential initial enterprise excellence evaluation.  

Stage 2 is to draft an initial plan for your review based on our site-visit and discussions.  

Stage 3 will formalize that plan in written detail.  

Stage 4 is the training session we conduct on-site for your stakeholders and staff in preparing to deploy that plan.  

The cost of this labor-intensive service is $3,750 per session (cumulative cost is $15,000 if all four phases are approved by client) with the client approving each step before the next step is executed.  No contract is required for this service and all expenses are included in this fee, unless agreed to in writing prior to the proposed service.

Full plans are generally generated within one to three (1 to 3) months depending upon your need.

Your campaign plan will include many of the following elements:

  • Objectives & mission summary

  • Goals and aspirations

  • Assessing potential

  • Concepts for consideration

  • How to better fund through preeminent philanthropy

  • About your market

  • Creating transformational projects

  • Programs menu

  • Suggested fundraising tools & generosity platforms

  • Encouraging a richer culture of giving and transparency

  • Targeted philanthropy pools & prospective donors

  • Hedging risks

  • Cost-to-raise-a-dollar sensitivities & efficient mitigation

  • Naming inventories and opportunities

  • Chart of standards

  • Team assessment (board, advisors, staff)

  • Recommended operational policies & soliciting guidelines

  • Project timelines and milestones

  • Philanthropic marketing

  • 5-year budget projection

  • Relevant articles library for future reference

The final plan when submitted at Stage 4 will include the following:

  • Executive summary of transformational philanthropy campaign plan (7 to 10 pages typically)

  • Detailed campaign plan with fully developed concepts (approximately 75 pages)

  • PowerPoint presentation to explain the plan and initially train key stakeholders

  • Mindmap of how the campaign elements relate

  • Project Gantt chart for evaluating and overseeing campaign milestones