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Comprehensive Campaigns

Thrive at every stage of your comprehensive campaign.

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How We Can Help

Even for seasoned development teams, comprehensive campaigns are a challenge.

Julie Carter provides guidance and direct tactical assistance, from planning to public engagement and beyond.
Phase I

Feasibility & Planning

Before you launch, Julie Carter will align your campaign’s goals and messages to the interests and ability of your supporters through extensive research, surveys, and one-on-one interviews with top donors.

You’ll leave the feasibility and planning stage with a realistic goal supported by a compelling case statement that will resonate with supporters.

Donor Analysis

Analysis of your top donors—their giving priorities and financial capacities.

Conversational Interviews

One-on-one discussions with top donors to gauge their interest and identify feasible giving amounts.

Case Statement Development

Creation of compelling pre-campaign collateral to share with top donors for initial buy-in.

Findings Report

A comprehensive report on Julie’s findings, with recommendations on the campaign’s scope and goal amount.
Phase II

Leadership Engagement

Shifting into a management role, Julie will form a leadership committee to oversee the campaign, set timelines and responsibilities, and manage the engagement and solicitation of top donors.

While your team approaches supporters, they’ll benefit from Julie’s ongoing guidance and coaching.

Leadership Committee Development

Identification of individuals within the organization’s network who will help run the campaign.

Executive Coaching

Equipping development staff with best practices for one-on-one meetings with top donors.

Campaign Timeline

Establishing milestones to keep the campaign on track.
Phase III

Public Engagement

As the campaign goes public, Julie will develop a plan for communicating with smaller donors while continuing high-level guidance on the direction of the campaign.

Phase IV

Reporting & Analysis

Upon completion of the campaign, Julie offers a holistic assessment—identifying strengths and areas for improvement to guide future development efforts.

Testimonials
Julie handled even the most difficult personalities with grace and tact, providing us with invaluable insights and thoughtful analyses.
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
Julie’s enthusiasm and energy inspire staff, boards and volunteers to deliver outsized results.
Stephen Salyer
Immediate Past President & Senior Fellow, Salzburg Global Seminar
"Julie’s work with Tudor Place provided us with a roadmap for a major capital campaign to conserve the historic structures and collections."
Tudor Place Historic House and Garden
"Her coaching and step-by-step approach helped us to establish new ways of supporting our work."
Pam Traxel
Vice President, Alliance Development and Philanthropy, American Cancer Society Cancer Action Network
"Julie’s organization, her insights, and her creativity kept our in-house development team on track and reflected a deep understanding of working with volunteers, staff, and the donor community."
Patrick Muhlen-Schulte
Managing Director, The Washington Ballet
"Julie handled even the most difficult personalities with grace and tact, providing us with invaluable insights and thoughtful analyses."
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
"Year-end solicitations with major donors were looming. Julie Carter parachuted in when we needed expert guidance—her grace and good humor helped us exceed our goals in every way."
Jenna Ben-Yehuda
President & CEO, The Truman Center
"Julie created a new donor program specifically for our Washington Ballet School families. Her organization, insights, and creativity kept our in-house team on track."
Patrick Muhlen-Schulte
Managing Director, The Washington Ballet
"Julie’s capital campaign donor interviews provided us with invaluable insights and thoughtful analyses we’ve referred to for years."
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies

Contact

Bring Julie Carter’s expertise & experience to your organization.
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