Captial Campaign Checklist : Institute of School & Parish Development, Inc.

Choose "True" if the statement is completely true; choose "False" if the statement is less than 50% complete; choose "Somewhat" if the statement is more than 50% complete.

Name:

E-mail Address:

Parish/School:

Position:

Address:

City:

State:

Zip Code:

Phone Number:

How did you hear about us?:

1. My Catholic institution has a clear mission statement that can be articulated (verbally and in the written word) by the leaders.:

True

False

Somewhat

2. The reason(s) we are interested in launching a capital campaign is growing out of our long-range plan; what we plan to fund are prioritized needs.:

True

False

Somewhat

3. We have established an effective communication system with our constituents. (Parents, parishioners, staff, alumni, past parents, grandparents, the business community, feeder sources, friends, etc.):

True

False

Somewhat

4. Our annual giving is successful by meeting the goals that the Finance Committee has established.:

True

False

Somewhat

5. We have excellent lay leaders who are willing to lead this campaign in organizational and leadership roles.:

True

False

Somewhat

6. The pastor, principal and/or president who leads our Catholic institution is effective and a “people person" who is willing to be a team player.:

True

False

Somewhat

7. We have financial leaders in our Catholic community who will support a campaign.:

True

False

Somewhat

8. The parish and/or school leaders are willing to spend money to make money.:

True

False

Somewhat

9. There have been no substantial downturns in our income, our student enrollment, or new parishioners/families registering in the past year.:

True

False

Somewhat

10. We have some kind of development office in place with people (volunteer and/or paid) who are skilled at moving these efforts forward.:

True

False

Somewhat

11. Our leaders need further coaching and training on capital campaigns.:

True

False

Somewhat

12. We are ready to bring in professional guidance to determine our readiness level.:

True

False

Somewhat

13. We are planning to do everything on our own; we have the expertise and knowledge.:

True

False

Somewhat

14. We know the basic “case points" (where the money will be spent) of our upcoming capital campaign.:

True

False

Somewhat

15. We believe we are ready to take the first steps in exploring and discovering what we can do, and in testing the feasibility to see if we are financially ready.:

True

False

Somewhat