Comprehensive Campaigns: A Series On Better Fundraising
Are you ready to take your fundraising to the next level? Comprehensive campaigns integrate multiple funding avenues into a single, powerful effort—but executing them effectively requires strategy, alignment, and the right tools.
Join industry experts in this exclusive podcast series designed to help you navigate every phase of a comprehensive campaign.
🔹 What You’ll Learn:
✔️ How to structure a comprehensive campaign that aligns with your mission
✔️ The critical steps in campaign planning, from feasibility studies to public phase execution
✔️ The role of your board, stakeholders, and donors in securing transformational investments
✔️ How to craft messaging that resonates across different donor segments
✔️ Real-world insights from leading nonprofit consultants
📌 Special Tools & Resources
Each episode includes practical guides and tools like:
✔️ Is a Comprehensive Campaign Right for Us? Flowchart & Questionnaire
✔️ Quick Development Review Form for evaluating your fundraising strategy
✔️ Board Structure & Buy-In Toolkit to engage your leadership
✔️ Campaign Messaging & Communications Checklist to ensure cohesive appeal
Who We Work With
Gain Insights From Industry Leaders!
Key Takeaways:
- Understand Comprehensive Campaigns: Learn how to align multiple funding pathways—capital, capacity-building, endowment, and annual appeals—into a cohesive strategy.
- Strategic Planning: Gain insights from industry experts on multi-year planning, donor engagement, and funding structures.
- Overcoming Challenges: Identify common roadblocks in executing comprehensive campaigns and how to navigate them successfully.
- Board & Stakeholder Engagement: Learn how to cultivate board alignment, conduct feasibility studies, and create messaging that resonates with donors.
- Tools & Resources: Access practical tools like campaign planning frameworks, development review forms, and donor research insights.
By The Numbers
$20M
Campaign Funds Raised in 2024
150+
Clients Worked With
33
Campaigns in 2024
Watch for a sneak peek of the event
Watch our teaser video for a glimpse into the inspiring keynotes, interactive workshops, and networking opportunities that await. Don't miss out on this preview of what's to come – join us for an unforgettable experience.
"Convergent brought a level of credibility to our campaign in the community. We’re doing annual fundraising all the time, the outside counsel helped our community know this appeal was different and signaled the importance of the capital campaign."
"...Convergent [making] the ask was huge...Convergent joining solicitations made me a better fundraiser – that was the right formula for us...I feel much more confident in making asks and telling our story, [making] us more sustainable in the long run."
Topics to Be Covered
Here are some of the topics you can expect to see discussed during this bi-monthly series!
What is a Comprehensive Campaign?
- Aligning multiple funding pathways or objectives in an aligned appeal focused on big or bigger-picture objectives
- Capital, capacity building, annual, endowment, etc.
- What is the opportunity? Why do a comp campaign?
- What makes it difficult?
Understanding Your Development Scenario
- Team size
- Donor house file
- Funding avenues (annual, endowment, etc.)
- Events
Community Foundations as a Resource
- Discussion on the ability to leverage Community Foundations as a resource in major campaigns
Start With Strategy
- Multi-year picture
- Urgency and importance of the needs of your campaign
- Clear and valuable outcomes
Planning for Usage Prediction
- Discussion on Usage Prediction, why having a usage study is vital
Securing Board Engagement
- Cultivating Board Alignment
- Understanding the Board’s Role
- Generating Excitement
- Easing Concerns
Outcomes - Why We Are All Here
- Understanding Outcomes versus Outputs
- Clarifying Your Organizational Value Proposition (OVP)
- Transformational Investment
Validating The Pathway to Success
- Feasibility Studies
- Ensuring Stakeholder Perspective
- Ability to deliver Investable Outcomes
- Honing and Refining the Case and Campaign Messaging
Designing Your Comprehensive Campaign
- Order of Operations - Critical to Success
- Understanding the Funding Horizon
- Annual versus Capital
- Endowment Growth
- Timeline for implementation
- Timing for Major Gift/Capital Asks
- Grant submissions
- Annual funders
- Goal Size
- Constituency Size
- Nature of Growth (Annual Investments)
Prospect Research
- Relationship Building and Value
- Understanding Planned Giving Potential
- Giving from Income vs. Assets
- Recognizing the generational realities of your donors
- Timing and Order of Engagement
- Building influence
The Public Phase
- Comprehensive Vision = Comprehensive Messaging
- Marketing that builds a cohesive network of stories and establishes value
- Strategically align your mediums of communication and audiences with the correct stage/phase of the campaign.
- Review collateral and media to link to the consolidated story and appeal structure
Post Campaign Necessities
- Leverage your Success!
- Success elevates the visibility and credibility of your organization – don’t miss out on the PR opportunities
- Community Value = Make Sure People Know What You Have DONE!
Ready to Transform Your Next Campaign?