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Campaign Readiness Assessment
Welcome to the K12 School Capital Campaign Readiness Assessment!
Originally developed in 2001 by Panas, Linzy & Partners, the "Assessment of Campaign Timing" has been a trusted instrument for measuring campaign readiness and fundraising success. In 2023, Generis introduced the "Campaign Readiness Assessment for K12 Schools" (CRA), building upon the foundation of the Panas, Linzy & Partners assessment. This version is tailored specifically for K12 schools, incorporating additional data points to assess readiness factors within the school context while accommodating contemporary campaign trends.
The following assessment has been abbreviated from our full assessment to provide a quick snapshot into the overall readiness of your K12 school’s potential campaign readiness.
How We Partner With Schools
Our team of experienced Advancement Strategists specialize in helping your Christian K12 school reach new heights. From comprehensive development program design and coaching, to singular projects like planning a Give Day, to historically critical projects like designing and implementing a capital campaign, we walk alongside you to construct custom solutions that meet your needs within your school’s unique culture.
And, with our Kingdom-focus and make-it-last mindset, we ensure that everything that we accomplish together outlives the length of any one campaign, project, or initiative.
Our team of experts will provide guidance for every stage of your Campaign from Feasibility Study to Campaign Planning to Campaign Counsel throughout the duration of the project. We’ll create customized strategies to communicate the vision, ensure board alignment, engage with major givers, host events (digitally or in-person), onboard new givers, and track progress towards goal. We’ve helped organizations of every size plan and execute successful campaigns—let us help you.
Right now, your school’s fundraising efforts may be a series of community events (like a walkathon). Or, you don’t broadly request gifts from your families, but instead you’re reliant on the annual support of a handful of extraordinarily generous givers.
In either case, the health of your finance and development operations may be exposed.
Either you have potential for greater generosity within your community but you haven’t engaged those individuals who could be a huge help to you, or you are vulnerable to changes in the philanthropy of those few special major givers. Without a strategic, consistent program for cultivating, soliciting and stewarding major gifts, your finances are at risk.
A Major Gift is one that represents a large part of your financial goal, whether it is a capital campaign or an annual campaign; the threshold amount varies widely across organizations. What we’ve seen from our 30+ years of experience with campaigns is that success will not depend upon hundreds of people giving small amounts, though their gifts are vital and important. Success will begin on the foundation of a smaller number of people who can and will decide to give at a higher level than most others. Without these larger gifts, you will have a hard time getting to your finish line.
And if you don’t ask those who have the capacity to make such gifts, your school won’t receive them.
Wouldn’t it be great to understand the giving capacity of individual givers to your school? And wouldn’t it be a relief to have the roadmap? To know just how and when to reach each of those prospective givers?
At Total Advancement Solutions, our team has extensive experience in helping you identify where this capacity exists as well as coaching you on the conversations and approach that can effectively inspire these Major Gifts. We will assist your school in reaching its goals, and ultimately, bless your givers for their generosity.
The most successful school fundraising operations we know operate from a carefully crafted annual Development Plan. Whether your school needs help building a Comprehensive Development Program and Plan from the ground up, or whether you’d like to enhance your current Development Plan, we can help. We specialize in meeting you and your organization right where you are and helping you take strategic steps forward. We’ll work with you on issues such as:
- Setting realistic targets for gift income over the next 2-3 years
- Setting realistic targets for gaining new givers each year
- Creating customized strategies to help you build your pool of givers
- Creating a Donor Communications Plan
- Creating or enhancing a Major Gift program
- Building or Enhancing an Annual Fund Program
- Planned Giving promotion within reasonable budget
- Establishing best practices for Advancement Services (gift receipting, thank-you letters)
- Creating or enhancing events to bring in new givers and new gifts
- Appropriate metrics to measure Fundraising performance
- Helping your board understand their role in Fundraising
- Strengthening and growing your donor retention
Your school is unique and worthy of a fully customized Plan to help you fund your vision.
Unrestricted financial gifts from people who understand your mission are essential to the stability of your school. Regardless of the proportion of your budget that’s covered by tuition, every school needs unrestricted financial gifts to either help cover operating expenses or to meet aspirational goals.
You may have an annual fund already in place and desire to further develop your culture of generosity, or you may not have an annual fund but know that you need to launch one. Either way: we can help.
Our team will analyze the performance of your current annual giving program and make recommendations related to building capacity for annual gifts, preparing for leadership giving, stewarding donors for increased and repeated giving, and leveraging branding and communications. If you wish to launch (or re-launch) an annual fund program, we can assist with branding/naming, giving clubs, events, donor recognition, goal-setting, and more.
We’d love to help you tell stories about your school in a way that demonstrates impact and invites new and returning givers to provide unrestricted financial support. Annual gifts are the heart of your program —let’s work together to build a solid, dependable revenue stream for your school.
Your school is a wonderful community! You may even be like a family, caring for one another and nurturing the educational and personal development of your students as they grow to be women and men making a difference in society and for Christ and His kingdom.
You know a key part of a strong development program is to nurture relationships across your entire community. But you have a myriad of urgent demands each day.
What’s the most effective way to grow relationships with your constituents when your staff size, time, and resources are limited?
Our team has experience in creating and growing Constituency Relations programs of all types and sizes. Whether you are starting an Alumni Relations program for a 25 year old school, or you want to strategically deepen your relationship with thousands of your alumni across the globe, we can help. From New Parent “onboarding” into your development program to Senior Parent Gifts, Generis can also help you cultivate a culture of generosity that yields growth in Parent Giving.
Each group is an important part of the fabric of a school. We’d love to help you reach out across your entire community by designing Constituency Relations programs that deliver.
- Digital Strategies
- Interim Leadership
- Development Assessment
- Generosity Coaching
- and more - visit our website for more solutions.
Who We've Worked With
We're proud to have served some of the best Christian schools and organizations with their advancement and funding needs.
Generis has provided the best campaign wisdom, support, expertise, and follow through of any firm I have worked with throughout several campaigns. They customized a campaign unique to our needs and have been with us every step of the way. They have provided both high-level strategy support and detailed support down to the sentence in our communications to donors. I would use them again tomorrow if needed.
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