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For institutions that are not well-established in the philanthropic marketplace and have limited major gift support, the Bentz Group may recommend Leadership Briefing Sessions to determine campaign readiness. This vehicle differs from the Campaign Readiness Assessment in that it focuses on the two most important components of a campaign: leadership development and major gift identification.

 

Following are the steps of the Leadership Briefing Sessions:

 

For all campaign efforts, the Bentz Group prepares a well-crafted Case Statement that sets forth a compelling explanation of an organization’s history, mission, and programs, as well as the rationale for the proposed fundraising. The Case Statement is the foundation of the Leadership Briefing Sessions.

 

Under the direction of the Bentz Group, five to ten community leaders who are supportive of the institution and have the potential to serve the campaign in a leadership capacity are asked to host an information session. They, in turn, invite peers who have the ability to make or influence a major gift to attend their session. Moderated by the Bentz Group and approximately 90 minutes in length, each session is designed to educate the guests about the current status of the institution and to discuss its future in an informed and strategic fashion. All attendees receive a copy of the Case Statement in advance.

 

The ultimate goal of the Leadership Briefing Sessions is to ask the participants to become involved in the fundraising campaign. Emerging from the sessions are the following:

Each of these elements is addressed in a final report, complete with recommendations. Regardless of the pre-campaign planning method, the Bentz Group bases its analysis on the ten factors that determine campaign readiness.