Phase I: NUCLEUS Time period: 1-2 years (30% + of goal raised)	Phase II: ANNOUNCEMENT (Celebration!) Time period: 6-12 months
DEVELOPMENT	DEVELOPMENT
develop goal and priorities for the campaign develop and test a case for priorities—dinners? raise money through personal visits identify leadership establish named giving opportunities establish fund-raising organization mount campus community campaign (fac/staff)	event to announce the campaign to various audiences close gifts using the upcoming event initiate key gifts following the event
COMMUNICATIONS	COMMUNICATIONS
message (why should they give; where are we going; what resources does it take; how can the donor make a difference?); make sure earliest communications for lead donors contain these messages develop name and visual identity portfolio cover to hold personalized materials develop on-demand capabilities working paper – contains message, lays out campaign, used to test commitment vision/case statement – consider an imaginative theme around a central institutional value plan for campaign visibility on website; review annual giving site consider audiovisual pre-campaign show to use at dinners with highest level donors and volunteers, especially if head/president or campaign chairs are not dynamic speakers proposal development training materials for staff and volunteers campus community campaign (fac/staff) plan alumni magazine articles on featured priorities annual president's/head's report beginning to focus on campaign priorities establish the language and materials for the annual fund in a comprehensive campaign anticipate and plan the kickoff communications tasks in the announcement phase ahead	president's/head's letter to announce campaign event purpose: celebrate progress to date; announce key gifts; thank and recognize volunteers; focus on institution event itself: what; where; who should attend; why would they be interested in coming; how will we pay for it; invitations; save the dates; program; audiovisual; vision/case statement; acknowledgments; speeches; thank you proposal development continues
STEWARDSHIP / DONOR RELATIONS	STEWARDSHIP / DONOR RELATIONS
conduct audit of stewardship program conduct campus-wide stewardship focus sessions review all gift agreements develop working document of all endowment audit recognition societies map all current stewardship activity prepare to incorporate communications mess.	introduce new programs, recognition staff development around new programs marketing new programs to donors/prospects train staff on new processes DR director visits endowment donors implement communications plan process orientation of fund stewardship

Phase III: PUBLIC PHASE Time period: 3-4 years (Hard work of reaching donors not as close to the institution)	Phase IV: WRAP-UP Time period: 6-12 months (Closing out and planning ahead)
DEVELOPMENT	DEVELOPMENT
raising money for priorities adjust program for campaign – new priorities? changes in strategies? keep annual fund and planned giving healthy	filling buckets (meet goals as fully as possible) clean-up effort/possible challenge? reaching out to people who haven't given institute planning for post-campaign fund-raising program plan final event
COMMUNICATIONS	COMMUNICATIONS
campaign update in magazine: thank donors; recognize volunteers; keep campaign priorities in front of constituency OR mid-campaign report on impact of gifts, continuing possibilities for giving update proposals update background papers annual fund materials planned giving materials stewardship messages show appreciation, impact, access mid-campaign leadership event for volunteers? re-visit early consultative dinner model to re-engage donors?	institute phone/mail campaign for shortfalls thanking mechanisms for donors and volunteers in place final report of gifts celebration event? future agenda for institution combined in final report
STEWARDSHIP / DONOR RELATIONS	STEWARDSHIP / DONOR RELATIONS
introduce individual stewardship special attention to gift clubs measure effect of stewardship plan – data focus groups of donors re stewardship	coordinate formal donor, volunteer, and staff recognition with end-of-campaign activities repeat phase one introduce adjustments as needed analyze data to make decisions

Notes:

1. Read down the above columns within each phase to see how to match communications and stewardship to development cycles in a campaign.
2. Ongoing communications efforts of the institution can carry the key messages for the campaign very effectively. Remember to evaluate the role of the alumni magazine, institutional website, existing newsletters, head's/president's annual report, ongoing media relations, advertising, alumni relations gatherings, and key campus events in getting the campaign message out to the entire constituency.