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Are You Ready For A Capital Campaign?

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Before starting this self study program, please go through the instructional document.


  • What is a Capital Campaign?
    2 mins
  • The Keys to Success
    21 mins
  • Pre-Campaign Planning
    31 mins
  • CEO Role
    44 mins
  • Objectives of a Planning Study
    62 mins

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