Charterhouse Campaign Feasibility - a case study

02.08.2019

Stream: Fundraising

Service: Campaign Feasibility Study

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Our work with this Independent day and boarding School, and their well-established (and successful) Foundation Office, focused on preparations for their first major campaign. Over the course of 12 weeks our primary objective was to assess, advise and test preparations for what would be their largest ever campaign target.

The structure of a feasibility also provided a means in which the Foundation Office could seek and secure meetings with their hard-to-reach and lapsed alumni and supporters. Another key objective of our work together was to provide the Development Director and senior staff with the foundations of a strategic plan that would enable them to improve levels of engagement with alumni and parents, and ultimately to design an inclusive campaign that appeals to multiple stakeholder groups. No small feat!

Outcomes

  • Reaching new and lapsed prospects
  • Testing the campaign target
  • Securing an investment of time by the Head in donor cultivation
  • Developing a strategy to improve alumni and parent engagement
  • Proving a foundation to create an informed campaign plan

Charterhouse had this to say about working with Halpin...

"The whole process was incredibly worthwhile. The feasibility study and subsequent report has provided us with a focused framework to work from, offering an additional strategic insight to our existing work. It both validated much of our existing thinking, as well as providing incisive additional commentary into the fundraising opportunities that lie ahead.

The School’s senior leadership have bought into the outcomes, which are being built into our core strategic and operational fundraising planning.

An obvious marker of the study’s success is that I really do refer to the report an awful lot! It doesn’t just sit in a cupboard collecting dust…”

- Chris Hibbs, Foundation Director

Article Name
Charterhouse Campaign Feasibility - a case study
Author
Olivia Dunn
Publisher name
Halpin Partnership
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