Case Study
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Challenge
The cemetery could not afford its transformative capital projects without significant philanthropic investment – but it had only recently begun to make a public case for its fundraising needs and the cemetery’s donor base was still small. Furthermore, its long-serving board had no track record as a fundraising body and many members had a limited understanding of the mechanics of a campaign.
Solution
Plan A Advisors recommended a fundraising Feasibility Study not only to gauge the response of prospective donors to a cemetery capital campaign but also to communicate the cemetery’s ambitions to influential people as part of its communications strategy. The resulting report became a catalyst for a series of strategic initiatives, and helped set the capital projects in motion.
Process
• Formed a Fundraising Committee composed of board and non-board members in order to begin cultivating a broader leadership group for the future.
• Conducted 20 confidential one-on-one interviews with a mix of individuals – half of whom were familiar with the cemetery’s transformative efforts and half of whom had little knowledge of its ambitions.
• Reported back on key findings providing guidance on donor cultivation, staff infrastructure, board building, brand development, marketing and communications, program partnerships and more.