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Crafting the Perfect Capital Campaign RFP: The First Step to a Successful Campaign

Your organization is driven by a powerful mission—to make a difference, to serve your constituents, and to create lasting impact in your community.

By Rachel Santos, Senior Marketing Manager

Now, you’re ready to take the next big step: launching a capital campaign. It’s an exciting endeavor, one that holds the promise of transformation and growth. But amidst the enthusiasm, there’s a crucial question looming: Where do you begin?

Introducing our latest resource: Crafting the Perfect Capital Campaign RFP: The First Step to a Successful Campaign. This comprehensive guide is your roadmap to navigating the complexities of launching a capital campaign with confidence and clarity. At the heart of this journey lies the task of crafting a Request for Proposal (RFP) for consulting services—a critical step that sets the stage for success.  

⇣ Click below to get the guide ⇣

Here's what this resource covers...

Capital Campaign RFP Infograph 1: Target

Understanding Your Needs:

Learn how to assess your organization’s objectives and align them with your strategic goals.

Capital Campaign RFP Infograph 2: Quill

Crafting the RFP Document:

 Dive into the essential components of an effective RFP, from the executive summary to defining the scope of services.

Engaging Consulting Firms:

 Discover best practices for identifying potential consulting partners and engaging in meaningful pre-bid discussions.

Evaluation and Selection Process:

Gain insights into how to evaluate proposals and select the right consulting partner for your organization.

By downloading the guide, you’ll also receive a sample RFP delivered straight to your inbox—providing you with a practical template to kickstart your own RFP drafting process.

Crafting the Perfect Capital Campaign RFP is a practical resource designed to help organizations and institutions start their capital campaign planning on the right foot—beginning with how to craft an RFP that sets the stage for success.

Whether you're new to capital campaigns or looking to refine your approach, this guide has everything you need to get started.

Crafting the Perfect Capital Campaign RFP: The First Step to a Successful Campaign is part of the Winkler Group’s series of resources designed to help nonprofit institutions and organizations fuel their vision. More fundraising resources are available here.

About the Author

Rachel Santos is Senior Marketing Manager for the Winkler Group. Rachel connects nonprofit partners with resources they can use to impact their communities—providing industry insights, research, and strategy so that they can expand their reach in carrying out their missions and making a difference. Connect with Rachel on LinkedIn.

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