Find the perfect capital campaign consulting firm for your nonprofit in our list of the 7 best!

7 Exceptional Capital Campaign Consulting Firms (Reviewed)

Note

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Planning for a capital campaign is a huge endeavor, and even the most experienced nonprofits need some assistance. Your nonprofit can get help by hiring a capital campaign consultant or a capital campaign consulting firm.

To make sure we’re on the same page, a capital campaign consultant is a professional adviser that can provide counsel on how to plan for your campaign. Consultants can help complete common capital campaign tasks, such as performing a feasibility study, writing a case for support, and training your leadership.

You can hire a consultant to assist you throughout the duration of the campaign or for just a few small tasks here and there.

If you’re not sure who to hire, we have seven capital campaign consulting firms that you can consider. 

Top Capital Campaign Consulting FirmsDistinguishing FeatureDouble The Donation Recommends
Aly Sterling Philanthropy Philanthropy Blueprint assessment
Averill Fundraising Solutions Capacity building
Alexander HaasCapital campaign counsel for churches
Brian LacyWealth screening
J.F. Smith GroupCampaign outreach
The Curtis GroupCampaign design and branding
Westfall GoldEvent counsel

In case you were wondering, we picked these top seven capital campaign consulting firms based on client satisfaction, knowledge of capital campaigns, and strength of approach.

Aly Sterling Philanthropy is our top capital campaign consulting firm.

1. Aly Sterling Philanthropy — Our Top Choice

Overview

Aly Sterling Philanthropy is a full-service consulting firm, with years of experience guiding organizations through capital campaigns.

Their team is comprised of experienced professionals that understand the importance of strong leadership and a solid infrastructure. 
Aly Sterling Philanthropy uses a 6-step process to help assess every client's needs.

When working with Aly Sterling Philanthropy, the consultants will conduct a Philanthropy Blueprint, which is a 6-step process that assesses your organization to pinpoint where you need the most help.

Services

Aly Sterling offers services, such as:

  • Performing feasibility studies
  • Writing a case for support
  • Training leadership
  • Researching prospective donors

In addition to the services listed above, their website includes resources to help nonprofits navigate the planning process for capital campaigns (and other fundraisers!).

Type of Client

Aly Sterling Philanthropy, a member of The Giving Institute, has worked with the Boys and Girls Club of Toledo, Ronald McDonald House Charities of Southern West Virginia, and Maumee Valley Habitat for Humanity.

They are proud to work with organizations of any size that serve a range of causes, including arts and culture, healthcare, and social justice advocacy. 

Location

While headquartered in Toledo, Ohio, Aly Sterling welcomes clients located anywhere in the United States.

Learn more about Aly Sterling Philanthropy's full suit of capital campaign services.

Averill Consulting Solutions ovvers hands-on fundraising consulting.

2. Averill Fundraising Solutions — Our Top Choice

Overview

Averill Fundraising Solutions is a full service nonprofit consulting firm that offers guidance to organizations across the sector, ranging from faith-based, healthcare, educational, and community-based nonprofits.Averill Fundraising Solutions offers a wide variety of services for nonprofits launching capital campaigns.

Averill will work step-by-step with your nonprofit to develop fundraising basics (like case statements for capital campaigns or gift range charts).

However, they’ll also help align big-picture concepts within your nonprofit to set you up for fundraising success in the long-term. 

If your organization needs even siginficant guidance, they will embed a consultant within your organization to help uplift your nonprofit from the inside out.

Services

You can rely on Averill for:

  • Campaign direction
  • Campaign planning and feasibility studies
  • Annual fund direction
  • Executive search
  • Embedded staffing

With any of these services, Averill consultants will stay with you every step of the way as partners.

Type of Client

Large organizations representing a wide variety of interests have consulted with Averill in the past, including the Salvation Army in Sierra del Mar, California, and the Boys and Girls Club in Newark, New Jersey. 

Location

Located in New York, Averill is in the neighborhood of some of the top major gift giving prospects in the United States. They also consult in Canada.

Averill Fundraising Solutions has consulted with faith-based, healthcare, and educational organizations on their capital campaigns.

Learn more about 5 additional capital campaign consulting firms.

3. Alexander HaasAlexander Haas is a capital campaign consulting firm that can help nonprofits and churches.

Overview

As one of the leading fundraising consulting firms in the nation and a member of The Giving Institute, Alexander Haas has years of experience planning capital campaigns. 

In their own words, they “know what it takes to be successful in today’s philanthropic marketplace and how to help you get the results it takes to prosper.”

Services

Nonprofits interested in Alexander Haas will find services that include:

  • Pre-campaign counsel
  • Feasibility studies
  • Plan development

They provide services for more than just capital campaigns; nonprofits can get assistance with their annual fund or donor stewardship.

Type of Client

Educational and faith-based institutions are some of the common types of clients that the consultants at Alexander Haas work with. Plus, they work with any size organization, large or small.

Location

The Alexander Haas consulting firm is located in Atlanta, Georgia.

Learn more about the capital campaign services at Alexander Haas

4. Brian Lacy and Associates

Brian Lacy and Associates is a capital campaign consulting firm that can help your organization with audits.

Overview

Brian Lacy and Associates is a fundraising and data services consulting firm with 3 decades of experience providing “leading industry resources and veteran talent to maximize what your [nonprofit] team can do across the giving spectrum.”
They have helped over 400 organizations raise more than $1 billion in contributions.  

Services

If you need help with your capital campaign, Brian Lacy and Associates offers many different services for your nonprofit.

They cover services like:

  • Prospect screening
  • Securing funds to reach fundraising goals
  • Marketing and communications

Type of Client

Some of their clients include Brooklyn College Foundation, Appalachian State University, and Mississippi State. In addition to educational institutions, they aid healthcare and art and culture organizations.

Location

Brian Lacy and Associates is located in Houston, Texas.

Learn more about Brian Lacy and Associates and their capital campaign services.

5. J.F. Smith GroupJ.F. Smith is a capital campaign consulting firm that focuses on conducting feasibility studies.

Overview

The J.F. Smith Group has over 25 years of capital campaign experience to help guide nonprofits throughout their fundraising.

Their goal is “helping clients fulfill their dreams through a unique, professionally directed development partnership.”

Services

One of the most important parts of a capital campaign is the feasibility study, and J.F. Smith Group will conduct interviews with participants so you don’t have to!

Additionally, J.F. Smith Group can also help with:

  • Staff training
  • Campaign strategy
  • Wealth screening

Aside from capital campaigns, nonprofits can hire J.F. Smith for other fundraising projects as well.

Type of client

The J.F. Smith Group works with medium-sized organizations. They’ve worked with clients such as Auburn Humane Society, Jacksonville State University, and Auburn University.

Location

J.F. Smith Group is headquartered in Auburn, Alabama.

Learn more about J.F. Smith Group and their capital campaign consulting services.

6. The Curtis Group ConsultantsThe Curtis Group is a capital campaign consulting firm with years of experience.

Overview

Founded in 1989, The Curtis Group has over 25 years of experience working with nonprofits to improve their fundraising. 

Their philosophy is “To be there. For you. With you. Working alongside you in every phase of the campaign until you reach your goal.”

Services

The Curtis Group can handle many aspects of a nonprofit’s capital campaign, from the initial planning to training your board of directors.

Along with creating a unified brand for a capital campaign, The Curtis Group can help design and create:

  • Brochures
  • Case statements
  • Major donor presentation kits

Type of client

The Curtis Group has worked with over 150 arts and culture, educational, and healthcare organizations. While they work with any size organization, The Curtis Group finds that they can provide the best services to small and medium size nonprofits.

Location

The Curtis Group is located in Virginia Beach, Virginia.

Learn more about The Curtis Group and the capital campaign consulting services available.

7. Westfall Gold

Overview

Westfall Gold is a member of The Giving Institute and has hosted over 300 major donor events. They’ve built a proven strategy to cultivate donor relationships and increase donor giving.
Westfall Group is a capital campaign consulting firm that helps organizations with event management.
The consultants at Westfall Gold “will work to guide you through the process of preparing for a successful event.”

Services

If you’re looking to gain the support of your major donors through a fundraising event, then Westfall Gold can meet your needs.
The services they offer include:

  • Event marketing materials
  • Wealth screening
  • Fundraising event management

Type of client

Westfall Gold has worked with organizations such as Heart to Honduras, Food for the Hungry, and Oakland City University. They assist healthcare, educational, and faith-based organizations.

Location

Westfall Gold is a capital campaign consulting firm in Atlanta, Georgia.
Learn more about the Westfall Gold capital campaign and event management services.

Additional Capital Campaign Resources

Guide to Capital Campaigns

Learn about how to run a capital campaign with this in-depth guide.

Brush up on capital campaign basics and best practices before hiring a consultant. This guide provides the strategies to help you raise more money during your campaign.

Keep reading if you want to learn the ins and outs of capital campaigns!

Planning a Capital Campaign

Planning Your Next Capital Campaign: 9 Steps to Success

Launching a capital campaign requires a lot of planning. That’s why we’ve found this guide so helpful! It details every step to help you get through the planning phase.

Keep reading if you’re looking for a step-by-step guide to planning your capital campaign.

Bringing on a Consultant

Resources for the Hiring Process

The hiring process can be stressful. Once you have a shortlist of candidates, you’ll want to make sure you perform a careful and illuminating assessment of them.

This article lists out the steps and tips to hiring a fundraising consultant.