7 Exceptional Capital Campaign Consulting Firms (Reviewed)
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 Firms||Distinguishing Feature|
|Aly Sterling Philanthropy||Philanthropy Blueprint assessment|
|Averill Fundraising Solutions||Capacity building|
|The Capital Campaign Toolkit||Digital Resources|
|Alexander Haas||Capital campaign counsel for churches|
|Brian Lacy||Wealth screening|
|J.F. Smith Group||Campaign outreach|
|The Curtis Group||Campaign design and branding|
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.
1. Aly Sterling Philanthropy — Our Top Choice Capital Campaign Consultant
Aly Sterling Philanthropy is a full-service consulting firm, with years of experience guiding organizations through capital campaigns.
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.
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.
While headquartered in Toledo, Ohio, Aly Sterling welcomes clients located anywhere in the United States.
2. Averill Fundraising Solutions — Our Top Choice Capital Campaign Consultant
When you hire Averill Fundraising Solutions to serve as your capital campaign consultant, you can trust you’re gaining a partner that has diverse experience throughout the nonprofit sector.
Averill’s consultants can help your team during the pre-planning phase by developing key collateral (like case statements and prospect lists), or they can stay on for the whole campaign as your capital campaign’s director.
Since they have over 75 years of experience working with charities, faith-based organizations, schools, and other nonprofits, they’ll be ready to take on any challenge your capital campaign presents.
Depending on your needs, they may even embed a capital campaign consultant in your organization to provide extra guidance from the inside out.
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’s capital campaign 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.
Averill also partners with mature organizations at a smaller scale to help them grow into the institutions they want to become.
Located in New York, Averill is in the neighborhood of some of the top major gift giving prospects in the United States. However, the firm works with organizations all across the U.S. and Canada.
3. The Capital Campaign Toolkit — Our Top Pick for Digital Resources & Advising
We understand that not every campaign director will desire the assistance of traditional capital campaign consulting. For those nonprofit professionals, we recommend the Capital Campaign Toolkit.
The Capital Campaign Toolkit is the only fully online, virtual campaign resource for nonprofits.
The Toolkit breaks capital campaigns out into a seven-phase plan, spanning from pre-campaign planning to post-campaign analysis. Along the way, it empowers nonprofit professionals with the knowledge, confidence, resources and expert support needed to hold an effective capital campaign.
The Capital Campaign Toolkit includes the following features and services:
- A step-by-step capital campaign plan
- Campaign templates, checklists, assessments and worksheets
- A Guided Feasibility Study
- Expert capital campaign advisors
The Toolkit (as well as comprehensive free resources on the Toolkit’s website, such as this guide to capital campaigns) empowers nonprofit professionals to successfully navigate their next capital campaign on their own terms. However, you can also work with their team of expert advisors for additional support.
Type of Client
The Capital Campaign Toolkit was created for leaders of all size nonprofits who:
- Are uninterested in traditional consulting.
- Want to be empowered and learn successful campaign strategy and techniques.
- Are seeking an online-powered approach.
- Want a community of colleagues who are leading successful campaigns.
- Are looking for budget-friendly support and advising.
Whether due to budgetary constraints or poor experiences with consultants in the past, the Toolkit was created for those seeking a refreshing campaign experience.
The Toolkit is a fully online, virtual resource that is incredibly accessible for nonprofit leaders across the country and around the world. This means that regardless of location, your organization can make the most of the Toolkit’s resources.
3. Alexander Haas
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.”
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
The Alexander Haas consulting firm is located in Atlanta, Georgia.
4. Brian Lacy and Associates
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.
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.
Brian Lacy and Associates is located in Houston, Texas.
5. J.F. Smith Group
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.”
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.
J.F. Smith Group is headquartered in Auburn, Alabama.
6. The Curtis Group Consultants
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.”
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:
- 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.
The Curtis Group is located in Virginia Beach, Virginia.