A successful capital campaign doesn’t start with fundraising, it starts with a strong foundation.
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Designed specifically for private schools, this checklist will help you plan with confidence, build stakeholder support, and make sure you're fully prepared to move forward.

Don’t start your capital campaign with uncertainty. Use this checklist to ensure your team is strategically aligned and ready to fundraise with purpose.
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What This Checklist Covers:
From goal-setting to campaign infrastructure, this resource includes the essential action steps you need to:
- Plan with intention
- Avoid missing important action steps
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Launch your pre-campaign timeline with clarity and confidence
Each checkbox keeps you aligned and focused—so nothing slips through the cracks.
Hi! I'm Christy.
Are you getting ready to launch a capital campaign in the next 1-2 years?Â
I have over 20 years of experience in the education industry with 9 of those in school fundraising and capital campaigns.Â
Do you have questions about moving your school Advancement team or capital campaign forward? Schedule a 30 minute Q&A call with me to get those answers!
