Perspectives – Spring 2016 Issue

Your Resource for Capital Stewardship Concepts

Welcome to the Spring 2016 edition of our online newsletter.  We are delighted that you continue to follow the services our firm provides to churches throughout the United States, Canada and Europe!

I think now that spring has sprung we are energized because I’m very delighted to announce that we have decided to open an office in a part of the world known for its colder climate and rainy demeanor- London, England! The opening of our European office marks a spectacular transition from our usual business in the United States and Canada to our neighbors across the Atlantic and beyond! We’re certainly very excited for this new change and all the challenges and successes we hope to see in the future.

We hope you will take the time to read the articles written by our dedicated consultants in this issue of “PERSPECTIVES”. Our goal in providing this online newsletter is to educate our readers of the in’s and out’s of capital campaigns as well as share with you our own personal experiences regarding campaigns and how we handle them. We hope that we can shed some light on your next steps.

All of us at James D. Klote & Associates wish you a joyous and festive holiday season. Our doors are always open for our clients, whether they are past, present or future.


Erin West
Vice President of Operations

The Importance of a Co-Visitor

By Glendon Smith


Personal visitation is the most effective way to ask donors to consider gifts of a sacrificial nature. It dignifies the potential donor and the purpose of the campaign. Sharing information and responding to questions creates ownership and consensus.

Use A Team Approach (if applicable). Experience shows that teams may get closer attention, more serious consideration and better results than an individual. Discussion flows more freely and questions about the church and the plans are more easily answered. Be sure to plan your presentation and know who will ask the donor to “consider” a gift.
Read more…

Transitioning From The Readiness Assessment Into The Capital Campaign

By Carl Graber


There are few times in the life of a Capital Campaign that are more challenging for the consultant than the transition from Readiness Assessment to the Capital Campaign, itself. Challenging – “like a one-armed paper hanger in a wind storm”, because, we must plan ahead for the campaign while proceeding through the assessment. We cannot wait until the last part of the Readiness Assessment, but we must begin our campaign planning immediately. Planning ahead creates productivity, enthusiasm, momentum and is a must do!

First of all, I find it very helpful to use a very extensive checklist, which details all of the advance work that is necessary. The checklist (“to do list”) can include daily, weekly and monthly checkpoints, including the tasks and communication which should accompany each task.

Read more…

Contact Us Anytime At:

Contact Us Anytime At:

Virginia Office
10001 Georgetown Pike #462
Great Falls, Virginia 22066
Toronto Office
1920 Yonge Street, Suite 200
Ontario, Toronto M4S 3E2
London Office
London Trafalgar Square
1 Northumberland Avenue
London, England WC2N 5BW
United Kingdom
Illinois Office
180 N. Stetson Street
Chicago, Illinois 60601
California Office
1800 Century Park East, Suite 600
Los Angeles, California 90067
Texas Office
5050 Quorum Drive,
Suite 700
Dallas, TX 75254

Erin West

Hello! Welcome to our website! My name is Erin West and as VP of Operations I would like to invite you to browse our hundreds of testimonials from people just like you!

Click here!

You have Successfully Subscribed!