Pre-Campaign Playbook

A how-to guide for jumpstarting your fundraising feasibility study and creating the framework for a successful campaign

Campaigns are an opportunity to dream big about your future — and a feasibility study is the key to unlocking what’s possible.

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Your Campaign Roadmap

Pre-Campaign Playbook → Feasibility Study → Capital Campaign

Think of the Pre-Campaign Playbook as the first step towards a successful campaign. Many organizations use the Pre-Campaign Playbook to prepare internally before beginning a formal feasibility study. It helps nonprofits clarify early questions, organize internal thinking, and prepare for the deeper insights a feasibility study will provide.

A fundraising feasibility study is a vital first step in any campaign. When done right, a study can:

✅ Help you determine how much you can realistically raise and from whom

✅ Open the door to begin the donor cultivation process

✅ Align your leadership team around a shared vision and message

The Heller Fundraising Group’s Pre-Campaign Playbook is your guide to making the most of this pre-planning stage and laying the groundwork for a comprehensive feasibility study and a strategic, data-driven campaign.