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Are You Ready for a Capital Campaign?

  • CPA (US)
Are You Ready for a Capital Campaign?

1.5 Credits


Subject Area

Specialized Knowledge

Webinar Qualifies For

0.5 CPE credit of Specialized Knowledge for all CPAs

0.5 CPE credit for Certified Management Accountants (CMA)

0.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

A capital campaign is an intense effort on the part of a nonprofit organization to raise significant dollars in a specified period of time. Usually the money raised is to fund acquiring or renovating a building, but often the campaign's focus is on building an endowment for the future. 

In this webinar we will look at the organization’s internal and external readiness to conduct a campaign. We will discuss the infrastructure needed to run a successful campaign—board involvement, staffing, technology, and the case for support. Participants will evaluate their readiness to conduct a campaign and critique campaign case statements. We will also discuss the planning/feasibility study—do you need one, what you should expect from the study, and what to do if the study says you are not ready for a campaign. 

Key topics: 

  • What is a Capital Campaign?
  • Readiness Assessment
  • What are the Key Ingredients of a Successful Campaign?
  • A compelling case for support
  • Infrastructure, including board support
  • Volunteer leadership
  • Case Statement Evaluation—group exercise 
  • The Planning Study: Do You Need One?
  • What Will the Planning Study Tell You?

Learning Objectives

  • To evaluate the organization's readiness for a Capital Campaign
  • To outline the key outcomes of a planning/feasibility study
  • To list the three key ingredients of a successful campaign

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA