• Login
  • Contact
  • Skip to primary navigation
  • Skip to main content
  • Skip to footer
Capital Campaign Pro Logo

Capital Campaign Pro

Everything You Need for a Successful Campaign

  • For Nonprofits
    • Campaign Services
    • Feasibility Studies
    • Pre-Campaign Planning
    • Mid-Campaign Support
    • Online Toolkit
    • Client Results
  • For Consultants
  • Resources
    • Free Resources
    • Campaign Pro Blog
    • Weekly Podcast
    • Free Webinars
    • Weekly Live Q&A
    • Newsletter Sign Up
  • About Us
    • Our Story
    • Meet the Team
    • Diversity, Equity, and Inclusion
    • Join the Team
    • Contact Us
  • Get Started

Online Toolkit

A toolkit of templates, samples, and resources — available on any device at any time.

Every Capital Campaign Pro client receives access to our Online Toolkit — a comprehensive library of more than 120 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…

  • santa-barbara-botanic-garden
  • nfc
  • child-enrichment
  • goddard
  • ymca
  • ltc
  • finger-lakes-museum
  • scc

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!
Campaign Readiness Assessment

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!
What You Need to Prepare for a Feasibility Study

Phase 3: Planning Phase

  • Gift Range Chart Sample
  • Donor Recognition Plan Template
  • Budget and Timeline Worksheets
  • Campaign Leadership Job Descriptions
  • Plus many more tools!
Gift Range Chart Sample

Phase 4: Quiet Phase

  • Prospect Strategy Brainstorming Worksheet
  • Pledge Form Templates and Samples
  • Solicitation Training Exercises
  • Bequest Intention Form Sample
  • Plus many more tools!
Prospect Strategy Brainstorming Worksheet

Phase 5: Campaign Kick-Off

  • Sample Guest Experience Worksheet
  • Case for Support Guidelines
  • Event Planning Worksheet
  • Campaign Brochure Guidelines
  • Plus many more tools!
Sample Guest Experience Worksheet

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!
Close the Gap (to Goal) Worksheet

Phase 7: Post-Campaign Phase

  • Final Campaign Evaluation Process
  • Pledge Samples and Guidelines
  • Campaign Report Template
  • Stewardship Worksheet and Checklist
  • Plus many more tools!
Final Campaign Evaluation Process
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.

12-month TOOLKIT Access
(on any device at any time)

$4,995

Buy Now

Become a MEMBER
(toolkit + support)

$975 / mo.

Learn More

The Capital Campaign Pro 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!

Heidi Whitman, Director of Development, Santa Barbara Botanic Garden

Footer

Everything You Need for a Successful Campaign

Talk to Us

Services

  • Free Strategy Session
  • Feasibility Studies
  • Pre-Campaign Planning
  • Mid-Campaign Support
  • Meet the Team
  • Request a Quote
  • Contact Us

Resources

  • Campaign Resources
  • Campaigns: Ultimate Guide
  • Campaign Pro Blog
  • Weekly Podcast
  • Free Webinars
  • Capital Campaign FAQs
  • Newsletter

PO Box 686  |  Westfield, NJ 07090  |  Ph: 201.970.9766 © 2023  |  Privacy  |  Terms & Conditions  |  Website by BMRTN

Campaign Conversations: Weekly Campaign Discussions

Mondays at 2:00 pm Eastern

Join our weekly town-hall style sessions to discuss your campaign in real-time.