Free Tools
Answer the three questions every campaign conversation starts with.
Can we raise it, are we ready, and who have we been ignoring. These are the same models our consultants use with clients, put in your hands for free. Each one ends with a branded PDF you can hand to your board.
About 30 seconds
Gift Chart Calculator
What your campaign goal actually requires at the top.
Enter a goal and get a suggested gift chart and a gift pyramid: how many gifts you need at each level, how many qualified prospects that takes, and how much of the goal your top ten gifts have to carry.
Best for boards and staff sizing a capital campaign goal before anyone commits to it.
About 3 minutes
Campaign Readiness Report Card
Whether you are ready to test a goal, and what is in the way.
Sixteen questions produce a letter grade in seven areas, from board commitment to prospect depth at the top, then name the single biggest risk to the goal you entered and whether to move to a feasibility study now or build the base first.
Best for executive directors and development directors weighing a campaign in the next 12 to 24 months.
About 3 minutes
Donor Loyalty and Legacy Report Card
The donors nobody in your shop is talking to.
Grades two tracks at once, legacy giving readiness and mid-level donor engagement, shows what a loyal donor pool your size tends to be worth, and tells you which of the two to start with.
Best for shops with a solid annual fund and no formal legacy or mid-level program yet.
How to use them together
Start with the number, then test whether you can reach it.
Most organizations set a campaign goal from the project budget and work backward from there. The gift chart calculator shows what that goal demands of the top of your donor file, and it is usually a sobering picture: the top ten gifts have to carry sixty percent or more of the total, and every gift at the top needs roughly three qualified prospects behind it.
Once you have seen the chart, the readiness report card grades whether your organization can go get those gifts. It looks past the goal at the seven things that actually decide a campaign, including board commitment, a case donors respond to, real major gift experience, and clean data. It ends by naming the one area most likely to stall you.
The donor loyalty report card looks in the other direction, at the long-time donors who give faithfully at modest levels. That group holds most legacy commitments and most future mid-level upgrades, and in most shops nobody owns it.
None of the three replaces a feasibility study. What they do is tell you whether a study is the right next step, and give you something concrete to put in front of your board while you decide. If you want a consultant to read your results with you, get in touch.
Ready to catapult your next campaign?
Tell us about your goal, timeline, and donor base. We’ll respond within one business day.