Processes that prepare an organization for successful fund raising:

Capital / Major / Planned / Endowed Funds

Envisioning

Imagine the yearning, the tugging, at your mind and heart that urges you to act.

Write word options to express this calling.

Test these words against your mental expectation.

Design the arrangement of all of the words/statements.

Drafting

From envisioning write a brief global-type Vision statement.

From envisioning write a longer action-oriented Mission statement.

Crafting

Plot a strategic direction.

Conduct intentional planning processes for cost budgeting and vision spending.

Outline goals and timelines.

Write a document encompassing these elements

Writing

Case Statement (summary)-to convey urgent needs and compelling points.

Case Statement (detailed)-to outline why funds are needed; how'll they be spent.

Campaign brochure -quick overview to initially introduce the Capital Campaign.

Campaign Pledge card(s) -tool to execute a pledge or gift with a signature.