A planning study is the cornerstone of every successful capital campaign. But it can only predict your success if it’s:

Personalized. Your organization is unlike any other. You need to know where you need to build capacity to sustain a campaign on top of daily operations.

Comprehensive. Database mining, wealth screenings, and surveys are just the beginning. We identify your top prospects and interview every single one—there’s never a cap or limit.

Honest. We interview prospects one-on-one, never in focus groups; we survey your entire constituency electronically so we can give you the most robust analysis possible.

Our servant leadership model means we’ll be there every step of the way and deliver a planning study that’s a blueprint for campaign success.

 The Winkler Group’s planning study was instrumental in helping us achieve early momentum, determine a realistic fundraising goal, develop a clear campaign strategy, and provide a level of stewardship for donors that set the stage for leadership gifts. 

Primary Day School

The generous will prosper: those who refresh others will themselves be refreshed.
(Proverbs 11:25)

  • Over $1 Billion Raised
  • Our campaigns achieve 117% of their original goals
  • Our consultants have 200 years of fundraising experience