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Capital Campaigns

How strong is your capital campaigns practice? This short, evidence-based self-assessment scores your organisation against fundraising standards, shows where your biggest gaps are, and puts the most useful fixes first.
It takes about 5 minutes. Every question is optional, and the more you can share, especially real numbers and documents, the more accurate your result.

Which best describes your organisation on: The NGO runs a planning/feasibility study that tests a specific plan and dollar goal with prospects before launch, not just general goodwill?

Which best describes your organisation on: The NGO runs a planning/feasibility study that tests a specific plan and dollar goal with prospects before launch, not just general goodwill?
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Which best describes your organisation on: The NGO confirms the core readiness elements before launching, especially a sufficient pool of qualified lead-gift prospects?

Which best describes your organisation on: The NGO confirms the core readiness elements before launching, especially a sufficient pool of qualified lead-gift prospects?
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Which best describes your organisation on: The campaign is planned with a gift range chart specifying how many gifts of what size are needed, top-weighted?

Which best describes your organisation on: The campaign is planned with a gift range chart specifying how many gifts of what size are needed, top-weighted?
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Which best describes your organisation on: The NGO has identified a credible lead gift of roughly 10-25% of the goal before committing to that goal?

Which best describes your organisation on: The NGO has identified a credible lead gift of roughly 10-25% of the goal before committing to that goal?
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Which best describes your organisation on: Solicitation runs top-down (largest gifts first) and inside-out (insiders first), not broad-based early?

Which best describes your organisation on: Solicitation runs top-down (largest gifts first) and inside-out (insiders first), not broad-based early?
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Which best describes your organisation on: The campaign plans multiple qualified prospects per gift, with the ratio increasing as gift size decreases?

Which best describes your organisation on: The campaign plans multiple qualified prospects per gift, with the ratio increasing as gift size decreases?
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Which best describes your organisation on: The NGO reaches 50-70% of goal in committed quiet-phase gifts before going public?

Which best describes your organisation on: The NGO reaches 50-70% of goal in committed quiet-phase gifts before going public?
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Which best describes your organisation on: The campaign case is a complete, decision-enabling document (need, plan, impact, urgency), not a brochure of organisational wants?

Which best describes your organisation on: The campaign case is a complete, decision-enabling document (need, plan, impact, urgency), not a brochure of organisational wants?
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Which best describes your organisation on: The board gives early and aims for 100% participation before external solicitation?

Which best describes your organisation on: The board gives early and aims for 100% participation before external solicitation?
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Suggested uploads

These are optional. If you can share a few, we can check your answers against real evidence and give you a sharper, more useful result:

• Campaign planning/feasibility study report
• Campaign plan showing phases and a prospect pool by gift level
• The campaign gift range chart / gift pyramid
• Evidence of identified lead and top-tier prospects
• Solicitation sequence/timeline for the campaign
• Prospect coverage by gift level
• Quiet-phase (nucleus fund) totals before public launch
• Campaign timeline showing the go-public decision point
• The campaign case for support document
• Board giving record for the campaign (participation rate and timing)

Upload any of these documents (optional). You can add several files.

A little context

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?
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Where do you keep the relevant records?

Where do you keep the relevant records?
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Anything outside your control that recently affected this area? For example a crisis, a funder leaving, or a sector shock.

This is a demo of the tool. If you have any feedback on it, we would appreciate hearing it.