Online Capital Campaign Toolkit
An online toolkit of templates, samples, and resources — available on any device at any time.
Every Capital Campaign Pro client receives access to our Online Capital Campaign Toolkit — a comprehensive library of more than 130 campaign resources, available to up to five members of your team.
Access all the templates, worksheets, checklists, and samples needed to plan your campaign and execute each phase, step-by-step, from any device at any time.
Capital Campaign Pro is Trusted by…
Meet Andie, Your AI Campaign Companion
Andie is our AI-powered campaign companion, built right into the Online Toolkit. Think ChatGPT, but entirely campaign-focused:
Andie is trained on decades of experience and proven strategies by our team of experts, and is available around the clock to answer campaign-related questions.
Capital Campaign Tools For Every Phase
Phase 1: Pre-Campaign Planning
- Readiness Assessment Worksheet
- Working Goal Worksheet
- Gift Range Chart Template and Sample
- How to Identify Lead Gift Prospects
- Plus many more tools!
Phase 2: Feasibility Study
- Feasibility Study Preparation Checklist
- How to Select a Consultant Worksheet
- Sample Interview Questions Worksheet
- Selecting the Right Interviewees Guidelines
- Plus many more tools!
Phase 3: Planning Phase
- Gift Range Chart Sample
- Donor Recognition Plan Template
- Budget and Timeline Worksheets
- Campaign Leadership Job Descriptions
- Plus many more tools!
Phase 4: Quiet Phase
- Prospect Strategy Brainstorming Worksheet
- Pledge Form Templates and Samples
- Solicitation Training Exercises
- Bequest Intention Form Sample
- Plus many more tools!
Phase 5: Campaign Kick-Off
- Sample Guest Experience Worksheet
- Case for Support Guidelines
- Event Planning Worksheet
- Campaign Brochure Guidelines
- Plus many more tools!
Phase 6: Public Phase
- Close the Gap (to Goal) Strategy Worksheet
- Communications Strategy Worksheet
- How to Solicit Mid-Level Donors Guidelines
- Board Report Template and Sample
- Plus many more tools!
Phase 7: Post-Campaign Phase
- Final Campaign Evaluation Process
- Pledge Samples and Guidelines
- Campaign Report Template
- Stewardship Worksheet and Checklist
- Plus many more tools!
Each tool is provided in Microsoft Word or Excel, as well as a PDF. Download and tailor documents to your organization. Add your logo and make any changes you wish to seamlessly fit your campaign.
The Capital Campaign Pro DIY Essentials plan was exactly what we needed to complete a successful campaign. The system includes useful tools to help us plan and organize our campaign, plus calls with personalized, expert support to help us navigate. We raised the funds we needed while saving considerable time and expense!
