Pre-Campaign

• Prepare outline of case/needs
• Campaign Cabinet
• Conduct interviews and in-pew or direct mail survey
• Evaluate donor records, prepare plan
• Finalize Campaign Plan

Advance Phase

• Recruit Executive Committee and Chairs
• Finalize case/needs and plan
• Solicit first major gift(s)
• Finalize timetable
• Recruit and train captains

Special Phase

• Recruit and train volunteers
• Solicit Special Phase Gifts
• Announcements/publicity

General Phase

• Close-out special/general phases
• Final report and recommendations
• Prepare pledge redemption

Continuation/Transition Phase

• Thank you letters and recognition
• Pledge redemption
• Continuation Committee and procedures
• Reports and newsletters
• Planned giving and special events