1. The Capital Campaign Planning Study
Stewardship Advocates
TM

2. Jesus Teaches about Planning!
For which of you, desiring to
build a tower, does not first sit
down and count the cost,
whether he has enough to
complete it? Otherwise, when
he has laid a foundation, and is
not able to finish it, all who see
it begin to mock him saying,
“This man began to build, and
was not able to finish.”
(Luke 14:28‐30)

3. The Purpose of a Campaign Planning Study
The Planning Study in a
capital campaign is
analogous to the subsurface
borings that must be
completed before
constructing a
building. It is a separate
contracted service usually
apart from the actual
fundraising contracted
service.

4. Campaign Planning Study Overview
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Consultant provides documents to client concerning the study;
Parish recruits campaign planning steering committee (this is not
yet the fundraising team);
Client writes the “Statement of Need” (consultant provides
samples);
Client identifies those to be personally interviewed; all others
complete same questions online or in a paper survey;
Client mails statement of need and gift chart to prospective
interviewees and general parish;
Client calls to secure telephone appointments with interviewees;
works to get high level of response from others;
Consultant comes to parish and completes interviews; web‐based
and mailed surveys sent to all others;
Consultant returns to parish to submit 40‐50 page written report
and present the summary of the findings in a PowerPoint.

5. The Planning Study Interview
Confidential
Spouses encouraged to participate
25‐35 minutes in length
30 or so questions (same as on mailed and Internet survey)
Interviews on Skype or phone for those unable to come to
the church
• Based on the “Statement of Need” and “Gift Chart”
• No solicitation occurs though inquiry regarding their
possible participation is made
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6. Benefits of the Campaign Planning Study
• Assesses institutional capacity – adequate staffing and
technology
• Determines campaign goals
• Engages key parishioners in the project by having them read
the “Statement of Need”
• Achieves significant cultivation opportunity in interviews
• Builds consensus within community via web‐based or snail‐
mailed surveys offered to all those not personally interviewed
• Analyzes present fundraising practices
• Offers conclusions and recommendations on how to proceed
• Provides information to formulate fund raising plan
• Identifies prospective leadership and previously unknown
sources of giving

7. The Principal of Stewardship Advocates
Ordained Bastille Day 1974; 38 years a priest;
four parishes served; B.A., M.Div., plus 30
courses of study in nonprofit institutional
development;12 years serving as Vice
Chancellor of Advancement at St. Vladimir's
Seminary; 15 years as consultant to well over
100 Orthodox parishes and organizations;
author and editor of Good and Faithful
Servant: Stewardship in the Orthodox Church.
Anthony L. Scott
In June 2012, at his own request, Anthony was
honorably returned to the ranks of the laity in
order to receive the sacrament of holy
matrimony.

8. Contact Information and
Additional Material
phone/text: 347.831.1848
email: orthodoxconsultant@gmail.com
website: www.stewardshipadvocates.org
facebook.com/stewardshipadvocates
facebook.com/anthonyscottsa
twitter.com/stadvocates
linkedin.com/in/anthonylscott
pinterest.com/anthonylscott/
slideshare.net/anthonyscottsa
newsletter: http://www.stewardshipadvocates.org/