Services
Campaign Readiness/Capacity/Feasibility

Our Campaign feasibility studies focus on an examination of the three key pillars of a successful campaign:  case, capacity and catalysts. This examination is conducted through:
 

Campaign Readiness Assessment.

To secure your market niche and affect desired capital and programmatic improvements, your advancement/development operations must engage your administrative and volunteer leadership in a thoughtful, deliberate process — of which the campaign is the culmination.  Our Campaign Readiness Assessment will answer the following questions:

  1. Do you have the appropriate staffing and adequate budget for this campaign?
  2. Do you have the appropriate volunteer management system in place?  Do you have sufficient volunteers identified?  
  3. Are the administrative leaders and the Board of Trustees committed to the campaign and do they understand their time commitments? 
  4. Do you have the right policies and procedures for gift acceptance and donor stewardship in place?
  5. Do your information technology systems, procedures and personnel enhance your advancement processes in terms of recording keeping, prospect management, gift acceptance and acknowledgement and reporting?
  6. Are your communications efforts with both internal and external audiences focused on key messages that support campaign initiatives?

Campaign Capacity Analysis.

In the 1980’s, Marts & Lundy pioneered the sub-industry of wealth screening.  In the 2000’s we moved a step well beyond wealth screening are created the Campaign Capacity Analysis.  This process analyzes your total pool of individual donors—taking into account an individual’s current attachment to your organization as well as their philanthropic capacity— and presents information specific to your institution in terms of gift tables, campaign prospect pools, campaign staffing and volunteers needs, and likelihood of success for varying goals and varying staffing configurations. 

The Capacity Analysis answers several key questions:

  1. What is an attainable campaign goal over the projected timeframe given your capable and qualified prospect pool?
  2. Is your current staffing/volunteer model sufficient to capture the potential available?
  3. What additional investments (in staff, in cultivation activities, in volunteers) will need to be made to meet your maximum potential?

Campaign Feasibility Study.

Marts & Lundy pioneered what became the traditional campaign feasibility study in the 1930’s.  These studies consisted primarily of interviews with large numbers of prospective donors to answer the questions:  Are they willing to support the purposes of this campaign? How large can our campaign goal be (how much will they contribute)?

While there is still a place for interviews with key prospects – to get early buy-in from those who influence others, and to determine their willingness to support this campaign for these purposes—modern communications and technology have made costly personal interviews with vast numbers of prospects unnecessary. 

Over the past decade, we have found that interviews with the very top, key influencers combined with online surveys to thousands of constituent is a much more cost effective manner to learn much more about how your constituents view your institution and the proposed campaign.  

To learn more about how a Marts & Lundy campaign Feasibility Study can help your organization, call Dan Boyer, Director of Client Services, at 800-526-9005 ext. 115 or email to info@martsandlundy.com.