Capital Campaign Technology

Get more than exceptional campaign consulting.

Every Capital Campaign Pro client receives access to a full suite of technology and resources designed specifically for capital campaigns.

These tools help your team stay organized, make informed decisions, track progress, and keep your campaign moving forward. Best of all, they work alongside the guidance of your dedicated campaign advisor.

You won’t have to piece together templates from unknown sources, adapt generic fundraising software, or wonder whether your campaign data tells the full story. You’ll have proven resources and practical tools at your fingertips throughout your campaign.

The Online Toolkit

The Ultimate Capital Campaign Resource Library

The Capital Campaign Pro Online Toolkit is a comprehensive library of templates, worksheets, checklists, samples, and training materials.

Up to five team members can access the Toolkit from any device at any time. Resources are organized by campaign phase, making it easy to find what you need and take the next step.

Inside the Toolkit, you’ll find:

• Videos and how-to guides
• Downloadable templates that you can edit
• Interactive tools, like our gift range chart calculator
• A robust schedule of live trainings

The Major Gift Dashboard

Take Control of Your Campaign Data

Capital campaigns generate a lot of information. Your team needs a clear way to see what has been raised, which prospects need attention, and what it will take to reach your goal.

The Major Gift Dashboard is a simple, powerful tool that helps campaign leaders track gifts, manage prospective donors, and monitor progress in one place. No more relying on disconnected and insecure spreadsheets.

Use the dashboard to:

• Give staff and campaign leaders a shared view of progress
• Organize and prioritize your top prospects
• Identify gaps in your prospect pipeline
• Track relationship owners, confidence, stage, and next moves

Andie, Your AI Campaign Companion

Campaign Help, Right When You Need It

Andie is our AI-powered campaign companion, trained on decades of experience from our team.

Think of Andie as an AI assistant focused entirely on capital campaigns. Your team can use Andie to find relevant resources, explore campaign questions, and get help applying campaign principles to the work in front of you.

Andie can help you:

• Work through common campaign questions
• Brainstorm ideas for campaign materials
• Prepare for meetings with donors, volunteers, or board members
• Turn guidance into practical next steps

Wealth Screening and Donor Profiles

Learn More About the People Who Fund Your Campaign

Successful capital campaigns depend on identifying and understanding the donors who are most likely to make significant gifts.

Through our partnership with Kindsight and Donor Atlas, Capital Campaign Pro clients can access wealth screening and donor profiles to strengthen campaign planning and prospect strategy.

This info can help your team:

• Identify donors who may have greater giving capacity
• Find potential major-gift prospects within your existing database
• Better understand prospective donors’ philanthropic interests
• Prioritize prospects for cultivation and outreach

Technology Backed by Real Campaign Expertise

Technology is most valuable when you know how to use it.

That’s why Capital Campaign Pro combines practical technology with experienced campaign guidance. Your consultant helps your team understand what to do, while our tools make it easier to organize the work and follow through.

Together, you receive:

Get the Guidance and Tools to Run a Stronger Campaign

Whether you are preparing for a feasibility study, organizing your quiet phase, or getting ready to surpass your goal in the public phase, Capital Campaign Pro gives your team the expert guidance and technology needed to take the next step.

Schedule an exploratory call to tell us about your campaign and learn whether Capital Campaign Pro is right for your organization.