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Services
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Fund Raising Advisors Services
Fund Raising Advisors, Cape Cod can provide expert fund raising services at competative prices.
Please contact us for the fee schedule
Click Here.
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PRIMARY SERVICES
Capital Campaigns and Major Gifts:
If your organization would like to construct new facilities or purchase major equipment, a capital campaign is the best way to accomplish this task. A capital campaign is a concerted effort to raise significant funds for a specific project over a defined period of time. The two major variables in a capital campaign are: time and money.
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Time- Typically, a capital campaign will take 1 to 2 years for the solicitation process and allows 3 to 5 years for the pledge period. When an organization enters a capital campaign, it should continue other fund raising efforts for ongoing support, but should understand that there may be a negative impact on these efforts.
Money- The amount that can be raised will be determined by the need of the project balanced by the ability and willingness of donors to give. Once the goal is determined, it should remain rock-solid. If a variable needs to be adjusted, it should be the timeline.
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Endowment Campaigns and Planned Giving:
Endowment is the best way to secure the long-term future of an organization. An endowment fund invests and protects the principal of the donated funds while using the interest to support ongoing programs and activities. There are three types of endowment funds: unrestricted, board restricted and donor restricted. From the organization point of view, it is best to keep endowment funds as unrestricted as possible. Donors, however, are more likely to support an endowment that has clear guidelines. Since endowment is more about the future than the present, planned gifts are often used to support these funds. There are basically three types of gifts to endowment: outright, bequests and life income.
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Outright – For immediate use including cash, securities, tangible personal property or real estate.
Bequests – By far the most common form of planned gift, made through a will or insurance plan where charity receives assets at the death of the donor.
Life Income – May take considerable effort on the part of the donor to prepare the necessary legal documents. These include: charitable gift annuities, charitable remainder trusts and charitable lead trusts.
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Development Studies:
Whether an organization plans a capital campaign or an endowment campaign, proper research and planning are essential. To test the potential of fundraising, we recommend a Development Study (sometimes called a feasibility study) that entails personal interviews with 30 to 40 stake-holders and takes between 6 and 8 weeks. We believe in the saying “If you want advice, ask for money but if you want money, ask for advice.” The purpose of this Development Study is to ask for advice. It is a hybrid effort that combines features of a feasibility study, marketing study and S.W.O.T. (Strengths, Weaknesses, Opportunities and Threats) Analysis. A Development Study gives the organization the information and confidence to move forward, or not, with a comprehensive fund raising campaign.
OTHER SERVICES
Annual Giving, Special Events, Prospect Research, Grants and Foundations. We are willing and able to give basic support in these areas of fund raising and may also recommend trusted colleagues across Cape Cod and Massachusetts who are experts in these fields.
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