OUR SERVICES
From Planning Studies to Prospect Research, Conway Company provides a full spectrum of highly personal fund-raising counsel that meets the needs and budgets of each individual non-profit. These include: (please click on individual service for more information):
Many non-profits contact Conway Company in preparation for a capital/endowment campaign. We suggest beginning such a campaign effort with a Planning Study, which includes the evaluation of your organization’s:
- institutional image
- philanthropic image
- strength of the Case for Support
- attainable financial goal
- availability of volunteer leadership
- quantity of leadership gifts
- campaign strategies, timeline & budget
Outline Of A Conway Company Planning Study:
Phase I |
Phase II |
Phase III |
Phase IV |
2 Weeks |
4 Weeks |
3 Weeks |
1 Week |
| |
Assess internal capacity for a campaign |
|
|
| |
Research & write preliminary case for support/scale of gifts |
|
|
| |
Identify interviewees; mail introductory letter |
|
|
| |
Communicate plans to Board & staff |
|
|
| |
Organize & schedule group interviews |
|
|
|
| |
Schedule & conduct individual interviews |
|
|
| |
Hold group interviews |
|
|
| |
Add additional names as needed |
|
|
| |
Provide client feedback |
|
|
|
| |
Analysis by consulting team |
|
|
| |
Identify report themes |
|
|
| |
Write report |
|
|
| |
Inform client of recommendations |
|
|
|
| |
Present final report |
|
|
| |
Seek approval for action steps |
|
|
|
After completing a Planning Study, most organizations are ready to move directly into a campaign. Here is an example of a typical campaign timeline:
Campaign Activities |
Months |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
11 |
12 |
13 |
14 |
15 |
16 |
17 |
18 |
19 |
20 |
21 |
22 |
23 |
24 |
| Conduct Planning Study |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Early Campaign Activities |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Leadership & Board Gifts; Kickoff Phase |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Major Gifts |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Special Gifts |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| General Gifts; Victory Celebration |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Prospect Research |
|
|
|
|
|
|
|
|
|
|
|
|
| Foundation Proposals |
|
|
|
|
|
|
|
|
|
|
|
| Communication Strategies |
|
|
|
|
|
|
|
| Solicitor Training |
|
|
|
|
|
|
|
|
|
|
|
|
If you have questions about a Planning Study or Campaign Management contact us.
|