Capital Campaign Consulting

A capital campaign is a focused, time-bound effort to fund a major project or priority. It calls for a clear plan, strong systems, and thoughtful donor outreach. Through our capital campaign consulting service, we guide nonprofits through each step using our framework of Strategy, Structure, and Stewardship.

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Our Model

  • Strategy

    Led by Erica Soto, CFRE. 

    Erica brings both the roadmap and the experience needed to guide a successful campaign. She helps cast the vision and define the strategy, ensuring the case for support, gift range chart, and campaign plan all align with your mission and resources. Her leadership provides clarity of direction and confidence at every stage.

  • Structure

    Guided by Veronica Kim.

    Veronica knows the steps required to move a capital campaign forward and sets the systems in place to keep the project on track. She communicates clearly, establishes priorities, and ensures the team is working toward shared deadlines. Her approach provides both accountability and momentum, giving campaigns the structure they need to succeed.

  • Stewardship

    Anchored by Amie Echeverria. 

    Amie keeps the donor experience at the center of every decision. A database expert and donor stewardship strategist, she champions the stewardship cycle that deepens trust and loyalty. Her focus on recognition, timely communication, and impact reporting ensures that donors feel valued and connected throughout the capital campaign and beyond.

How We Work With You

  • Readiness: Confirm organizational strengths and identify any gaps. Align the working goal and mission objectives with your resources and costs.

  • Planning: Build a complete plan that includes case for support, policies, timeline, committee structure, recognition, communications, and budget.

  • Coaching: Provide hands-on support for leadership and committees. Prepare staff and volunteers for donor conversations. Offer practical tools and checklists.

  • Execution: Guide solicitation sequencing using gift charts and depth charts. Track progress with simple, consistent reports. Solve problems early.

  • Stewardship: Create a recognition plan that fits your culture. Share outcomes that connect gifts to results. Strengthen your donor program for the years ahead.

What a Capital Campaign Looks Like

  • Readiness and Preparation

    Assess systems, data, and board engagement. Establish a core working group. Draft an initial case for support. Identify lead prospects and prepare early materials.

  • Quiet Phase

    Secure early leadership commitments and train solicitors. Aim to raise 60 to 70 percent of the goal before going public. Track activity and adjust plans based on real conversations.

  • Public Phase

    Announce the campaign. Expand outreach to mid-level and community donors through events, digital outreach, and appeals. Keep messages consistent and clear.

  • Closing and Celebration

    Secure final pledges. Share milestones and stories of impact. Celebrate with donors, volunteers, and partners.

  • Stewardship and Fulfillment

    Deliver on recognition, pledge reminders, and ongoing communication. Integrate campaign supporters into your annual giving and long-term donor stewardship plans.

Frequently Asked Questions

Still have questions? Take a look at the FAQ or reach out anytime.

Contact Us

  • We begin with a readiness assessment to confirm strengths, spot gaps, and set a working goal that aligns with your mission and resources.

  • We guide you through every phase - from early planning and case development to committee coaching, donor outreach, and post-campaign stewardship.

  • Yes. We help craft your case for support, donor proposals, and recognition materials that communicate vision and impact clearly.

  • Our framework of Strategy, Structure, and Stewardship ensures your capital campaign is well-planned, well-managed, and deeply donor-centered. You finish not only with dollars raised but with stronger nonprofit fundraising systems and lasting donor relationships.

Explore Other Services

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The expertise and insight you need to define your priorities, craft effective plans, and achieve goals.

Development Deep Dive
Detailed strategic assessment leaves you with a clear plan and practical tools.

Donor Communications
Targeted messaging that reaches your supporters at the right time to inspire giving.

Fractional Development
Support to keep fundraising on-track, catered to your needs at a cost that fits your circumstances.

Training, Workshops, & Coaching
Build skills, strengthen systems, and grow confidence in your fundraising work.

Why Choose The Cause Catalyst Co.

  • A collaborative, with-you approach that lightens the load for staff and board members

  • Campaign expertise paired with healthy best practices to support sustainable fundraising

  • A focus on capacity building so you finish stronger than you started