Capital Campaign Coaching Services
Campaign Readiness and Campaign Planning
Once a Board decides to move forward with a capital project, it’s easy to get excited and jump right in without ensuring the organization is ready for the campaign. A campaign readiness assessment and readiness planning gives you a roadmap.
- I assist in the campaign readiness planning to ensure the fund development systems for the campaign and operations are strong going into the campaign.
- I guide the development of a customized campaign plan during the Campaign Readiness phase. This process also includes the customized matching of the appropriate fund raising vehicles to donor profile of the organization for each phase of the campaign.
A capital campaign will fail without a plan and a plan for adapting.
- I provide the necessary capital campaign templates and procedures to implement the established campaign plan.
- Yet, a plan always requires adaptations. I provide guided support for donor cultivation, engagement, and stewardship for each phase of the campaign and with likely and current donors.
Campaign Coaching
Capital campaigns for new buildings, renovations, land purchases or endowment building can be described as fundraising on steroids or, using a metaphor, riding a wild stallion without a saddle.
- Serving as your coach to the CEO/Executive Director, capital campaign committee and Board, I journey alongside the organization during the planning, quiet and public phases of the campaign and assist you with staying on track and adapting the inevitable changes in strategies.
Coaching benefits all skill levels from “new to fund development” to experienced.
- During campaign coaching, Board members, staff and campaign volunteers gain the confidence, knowledge, and skills needed to successfully complete a capital campaign. Together we define the fundraising vehicles and strategies appropriate for each phase of the campaign and for likely, prospective and current donors.
- In addition, I coach the Board and staff through the policies, procedures and infrastructure necessary for a comprehensive fund development program.
Campaign Training
- Prior to campaign planning, I customize a Board Involvement in Fundraising training.
- During a campaign, I customize trainings addressing campaign and fund development strategies; governance during a capital campaign; and making an ask in order to inform and energize Board members, staff, campaign volunteers and community members.
“Chany was fantastic in leading our annual board retreat! She was 
engaging, creative, and thoughtful in her approach, making the morning both educational and highly applicable to our board’s roles, responsibilities, and needs. She created an environment that encouraged participation while ensuring the content was practical, relevant, and valuable. Several board members shared how much they enjoyed and appreciated the day, which speaks to the quality of her facilitation and the value she brought to our group. I would highly recommend Chany to any organization looking for an outstanding fundraising consultant and retreat facilitator.” Jessie Wilcox, Livingston HealthCare Foundation