Fundraising campaign counsel
and planning

Campaign Counsel for your third space, from feasibility through the campaign close. We help you plan the campaign and raise the money, with direct involvement in donor conversations and gift requests.

For teams implementing their campaign, Fundraising Campaign Launch Pad offers guided planning with Anne.

Campaign Counsel

We plan and conduct the campaign with your leadership team.

From the first feasibility conversations to the final gift requests, we help develop donor relationships and secure campaign commitments. We prepare proposals and conduct solicitations with your leadership or independently.

Your organization also develops the fundraising operation it will need after the campaign, with documented procedures and staff prepared to use them.

Anne Murphy
Anne MurphyFounder and Lead Campaign Counsel

Throughout your campaign

Weekly core-team meetings connect donor activity with campaign decisions. We coordinate next steps and monitor progress, adjusting the approach as donor conversations and commitments develop.

PlanningLeadership / Quiet PhasePublic PhaseClose + Stewardship

What does fundraising campaign counsel include?

Feasibility and campaign readiness proceed together. Donor conversations inform the campaign goal while we prepare your organization’s fundraising operations.

  • Feasibility Study

    15–20 prospective donor conversations, with research and analysis of donor interest, gift capacity, and propensity to give. A recommended campaign goal based on the data gathered and the Campaign Readiness Assessment below.

  • Campaign Readiness

    Assessment and preparation of your organization’s fundraising business operations for campaign launch.

    • Campaign Readiness Assessment

      Review of fundraising policies, workflows, staffing structure, communications, reporting, and technology to identify the operational requirements for campaign launch.

    • Business Operations

      Development of staffing responsibilities, workflows, communications, dashboards, and external impact reporting, with staff preparation in the fundraising tools and procedures they will use.

    • Fundraising Policies and Procedures

      Best practices, templates, standard operating procedures, and defined roles for gift processing, donor acknowledgment, and stewardship.

    • Fundraising Technology and Project Management

      Shared tools for coordinating campaign tasks and tracking progress, weekly core-team meetings, and defined communication responsibilities.

  • Donor Research and Data Management

    Management of donor data, identification of prospective donor leads, and ongoing research on prospective donors. This work helps make the best use of the executive director’s time and accelerates the discovery process used to qualify prospective donors and expand your organization’s prospective donor base.

  • Campaign Case Statement and Donor Proposals

    Development of the campaign’s written case for giving and individual proposals connecting donor interests with specific funding opportunities.

  • Campaign Branding and Messaging

    Development of the campaign’s visual identity and key messages for use in donor communications and campaign materials.

  • Major Gift Conversations and Solicitations

    Preparation and delivery of donor conversations and gift requests, conducted with your organization’s leadership or independently.

Costs to budget separately

Grant writing is a separate cost. We work with excellent grant writers and can connect you with them if helpful.

Your organization will need to budget for staff time, event planning and execution, printing and mailing, travel, grant writing, and grant reporting.

A broad planning guideline is 10–20% of the campaign goal for total fundraising costs.

Typical Engagements

Fundraisers on Anne’s teaching and counsel

Tess Conrad
“After taking this course I feel revitalized and ready to make the most of my career in major gifts. Anne offers a fresh perspective, based on the realities of fundraising today (not 20+ years ago), and offers practical tools that are easy to implement.”
Tess ConradCEO and Principal Consultant, Full Potential FundraisingOn Anne’s teaching
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Fundraising Campaign
Launch Pad

Develop your campaign plan with Anne Murphy and prepare the playbooks your team will use to implement it.

Through six guided working sessions and two Campaign Plan sessions, you’ll develop your organization’s Fundraising Campaign and Donor Engagement Plan and six operating playbooks. In your private capstone, review the plan with Anne and finalize your implementation roadmap.

What will we develop?

01Fundraising OperationsEstablish how your campaign will operate.

Decide who is responsible for campaign decisions and follow-up. Document how your team will manage donor information and gifts, with confidentiality and AI-use practices.

Your Fundraising Operations Playbook records these procedures and the policy decisions your organization needs to make. Campaign policy resources and the EFC Responsible AI Framework guide the work.

02Donor Intelligence and DiscoveryUnderstand the donor relationships your campaign can develop.

Analyze your donor base and research individual donors. You’ll establish qualification criteria and prepare for discovery conversations, including with people whose philanthropy your records may overlook.

Donor Visits 2.0, Anne’s most popular course, and her PAPPA methodology help you prepare for conversations and document what you learn. MOXXEE connects donor research and conversation history with next actions.

You’ll document your approach in your Donor Intelligence and Discovery Playbook.

03Case for Support and Campaign MessagingExplain what the campaign will make possible.

Develop your case for support and giving opportunities, with messages for different audiences. Draft the campaign identity and tagline, and establish consent and approval practices for the stories you share.

Your Case and Campaign Messaging Playbook brings these decisions and materials together. You’ll use the Giving Opportunities Builder and fundraising writing resources, informed by what you know about donors’ interests.

04Major and Principal GiftsPrepare for the conversations your campaign depends on.

Develop individual donor engagement plans and proposed ask strategies. Prepare a donor proposal draft, with the approvals and follow-up each gift conversation requires.

Your Major and Principal Gifts Playbook documents those strategies and stewardship commitments. The Major Gifts Strategy Maker and Gift Conversation Preparation resources help you prepare.

05Campaign Communications and EventsPlan the outreach, events, and follow-up.

Develop your campaign communications plan and calendar. Prepare outreach and campaign materials, with procedures for donor events and follow-up. Review your giving page.

Your Campaign Communications and Events Playbook connects that activity with personal donor contact. The Salon Event Planning Interview and Event Debrief help you prepare for events and follow through afterward.

06Volunteer LeadershipGive volunteer leaders a defined role in the campaign.

Agree on campaign assignments with each volunteer. Plan how you’ll prepare them for introductions and hosting, with stewardship and asking roles agreed individually.

Your Volunteer Leadership Playbook documents assignments and staff coordination, including confidentiality and follow-through. Use the Campaign Committee and Task Forces resources and Board Engagement Plan Maker to prepare volunteers.

MOXXEE

intuitive
relational
fundraising enablement

We’ll teach you the methods behind MOXXEE’s donor analytics and relational prospect research. Learn to connect a person’s giving and participation with their relationship to your organization, and prepare for the next donor conversation.

MOXXEE includes Donor Base Analysis, Individual Donor Research, and campaign software. You’ll see how donor research and conversation history connect with campaign activity and next actions.

Ethical research practices are part of the engagement, including appropriate sources, data privacy and confidentiality, and examining bias in the records and in our judgments.

Spring 2027 schedule

Mondays · 11:30 a.m.–1 p.m. Pacific
2:30–4 p.m. Eastern

  1. Fundraising Operations
  2. Donor Intelligence and Discovery
  3. Case for Support and Campaign Messaging
  4. Campaign Plan session
  5. Major and Principal Gifts
  6. Campaign Communications and Events
  7. Volunteer Leadership
  8. Campaign Plan session
  9. Private capstone with AnneScheduled individually

Enrollment

Through February 15, 2027
$8,000 per person
After February 15, 2027
$10,000 per person

Groups of three or more receive 30% off either rate. CREATE Conference SLC attendees and She Leads AI Society members who book a conversation with Anne about fit receive 30% off Campaign Launch Pad through November 30, 2026. Discounts do not combine.

Discuss your campaign goals with Anne and whether Launch Pad fits your team.

Talk with Anne about your fundraising →

Questions about fundraising campaign planning

About Campaign Counsel and planning your campaign with Anne.

What does fundraising campaign counsel do?

Campaign Counsel helps your organization plan and conduct its fundraising campaign. Empowered Fundraiser Consulting provides feasibility research and campaign readiness, donor research, case statements and proposals, campaign messaging, and major gift conversations and solicitations. Weekly core-team meetings coordinate campaign activity and decisions.

Do feasibility and campaign readiness happen at the same time?

Yes. Feasibility examines donor interest and giving potential to inform the campaign goal. Campaign readiness prepares the fundraising business operations your organization needs to conduct the campaign. These activities proceed together.

What is Fundraising Campaign Launch Pad?

Fundraising Campaign Launch Pad is a guided campaign planning engagement with Anne Murphy of Empowered Fundraiser Consulting. You’ll develop your organization’s Fundraising Campaign and Donor Engagement Plan and the operating playbooks your team will use to implement it.

The engagement includes six guided working sessions, two 90-minute Campaign Plan sessions, and a private capstone with Anne.

Who is Campaign Launch Pad for?

Campaign Launch Pad is for organizations whose staff, board members, and volunteers will implement their fundraising campaign. It provides guided campaign planning with Anne Murphy, including the donor strategies and operating playbooks the team will use.

How is Campaign Launch Pad different from full-service fundraising campaign counsel?

In Campaign Launch Pad, Anne guides the development of your campaign plan and playbooks, and your organization implements the campaign.

Campaign Counsel is an ongoing engagement in which Empowered Fundraiser Consulting helps plan and conduct the campaign. It includes feasibility and campaign readiness, donor research, proposals and solicitations, with weekly core-team coordination through the campaign.

What is the difference between a fundraising campaign plan and the playbooks?

The Fundraising Campaign and Donor Engagement Plan sets the campaign strategy and implementation sequence. The playbooks document the operating procedures and assignments needed to implement it, including donor follow-up, communications, gift administration, and volunteer coordination.

Does Campaign Launch Pad cover donor research and major gifts?

Yes. Campaign Launch Pad includes donor-base analysis, individual donor research, and discovery conversations. You’ll use that work to develop major and principal gift strategies, giving opportunities, proposal drafts, and stewardship commitments for your organization.

What will we learn about donor analytics?

You’ll learn to interpret giving patterns across your donor records, including giving over time and donor renewal. You’ll examine how much of your fundraising depends on a small number of donors and identify gaps in the information behind your decisions. These findings inform your campaign plan and individual donor strategies.

What is relational prospect research?

Relational prospect research examines a person’s documented relationship with your organization and connection to its mission. It draws on giving history and participation, with sourced information about relationships that may help you prepare for a donor conversation.

Wealth indicators help you assess capacity. A person’s history with your organization helps you understand the relationship you’re developing. You’ll learn to distinguish evidence from assumptions and use donor conversations to understand interests that records alone cannot establish.

How does MOXXEE support our fundraising campaign plan?

MOXXEE provides intuitive, relational fundraising enablement through Donor Base Analysis, Individual Donor Research, and campaign software. In Campaign Launch Pad, we’ll teach you the methods behind the analytics and research, and show you how the relevant tools connect with campaign planning.

You’ll use relationship evidence to inform donor strategies and plan follow-up through each campaign phase. Talk with Anne about the MOXXEE services and software appropriate for your organization.

How will we address donor data privacy, confidentiality, and bias?

Ethical practice is part of the donor research work. You’ll learn to assess whether a source is appropriate to use and document what it establishes. We’ll address protecting private and confidential donor information, including who should have access and what belongs in a campaign record.

You’ll also examine bias in your data and judgments, including whose participation is missing from your records. We’ll distinguish documented evidence from inference and keep unknown information visible as questions to resolve.

Will Anne implement our fundraising campaign?

Your organization implements the campaign. Anne guides the development of your plan and playbooks, then works with you in a private capstone to prepare the implementation roadmap. Your team uses that work to coordinate campaign responsibilities and donor follow-up.

What happens in the private campaign planning capstone?

In your private working session with Anne, you’ll examine how the campaign components work together. You’ll review whether the donor research supports your goals and whether your giving opportunities and messages fit your donor strategies.

Together, you’ll identify gaps and unresolved decisions, refine the campaign strategy, and prepare an implementation roadmap for your team.

When does the Spring 2027 Campaign Launch Pad meet?

Campaign Launch Pad meets online on Mondays, March 29–May 17, 2027, from 11:30 a.m.–1 p.m. Pacific. The Campaign Plan sessions are April 19 and May 17. Private capstones with Anne are scheduled individually during May 24–28.

How much does Campaign Launch Pad cost?

Campaign Launch Pad costs $8,000 per person through February 15, 2027, and $10,000 per person after February 15. Groups of three or more receive 30% off either rate. CREATE Conference SLC attendees and She Leads AI Society members who book a conversation with Anne about fit receive 30% off Campaign Launch Pad through November 30, 2026. Discounts do not combine.

How do we know whether Campaign Launch Pad is right for us?

The next step is a 30-minute conversation with Anne about fit. Discuss your campaign goals and where you are in planning, including who will implement the campaign. Anne will help you assess whether Campaign Launch Pad fits your organization’s needs.

Other Services

We also offer the services below. We’ll discuss their scope and fees separately.

  • Fractional LeadershipFractional major gift fundraising and fractional Chief Advancement Officer. When a fundraiser leaves, we step in so momentum and donor relationships do not wait for the search.
  • Coaching, Workshops, and KeynotesExecutive coaching, one-on-one coaching, Secure Donor Visits in an Attention Economy, and keynotes on AI and fundraising. Talks and booking →
  • Responsible AI in FundraisingAnne co-authored the nonprofit fundraising industry's framework for responsible AI. Governance, policies, teaching your staff, and setting up the tools. How we approach it →
  • MOXXEE

    intuitive
    relational
    fundraising enablement

    Donor Base Analysis, Individual Donor Research, and campaign software connect giving patterns and donor relationships with campaign decisions and follow-up. Learn about MOXXEE →
“Anne is an incredible speaker, expert, and panelist. She is engaging, thoughtful, and knows the topics she is speaking about. She was an absolute joy to work with from pre-planning through the panel itself.”
Jennifer MoneganNonprofit Association of Oregon

Talk with Anne
about your campaign

Talk through your campaign goals and the involvement your organization needs, whether that is ongoing campaign counsel or guided planning for your team.

Complimentary · One on one with Anne Murphy

Book Anne as a speaker →