Perspectives – Spring 2022 Issue

Your Resource for Capital Stewardship Concepts

Welcome to the Spring 2022 edition of our online newsletter.  We are delighted that you continue to follow the services our firm provides to churches throughout the United States and Canada.

As we enter into the Spring, we are reminded of how grateful we are.  The past two years has presented challenges we never thought we would face as a firm or as individuals.  We know we weren’t the only ones to face hardships and loss and that’s why our passion for helping churches is stronger than ever!

Through the pandemic we were still able to assist churches with capital campaigns.  However, now we are experiencing a huge uptick in the amount of partnerships we have established with churches embarking on capital campaigns.  This is a good sign for all, we are getting our lives back…..seeing family, interacting with friends and colleagues, getting back to work and maybe even enjoying a meal at our favorite restaurant.  We are excited to be back doing what we love and ever so grateful to be able to serve once again!

Many blessings,

Erin West

Vice President of Operations

Preparing Focus Group Presenters

By Wayne Spaulding


Among the sound principles that guide the undertaking of a James D. Klote and Associates capital campaign is the requirement that a Readiness Assessment be conducted. The Assessments main objective is to test the plan that leaders have decided will best address the current and urgent needs of the church. The Readiness Assessment is the opportunity to test the feasibility of the church leaders’ proposed plan.

Testing the Plan
The plan that church leaders developed is the subject of the Readiness Assessment. Through individual interviews and focus group meetings, the plan’s feasibility is explored and tested. Certainly the individual interviews are important, but it is during the focus group meetings that the vast majority of members will have their opportunity to learn about the proposed plan for themselves and offer their input. From a strategic perspective, the Readiness Assessment is an indispensable component in the firm’s overall approach to conducting a capital campaign.
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Request For Proposals

By Erin West


We are often surprised when a church leader sends out a request for proposal for directing a capital campaign. Usually, there is little information to delineate what the real ministry and financial needs are for the church. Seldom do they share when they feel they would like to conduct a campaign or what the annual giving is or the total number of households there are at the church.

It is unfortunate when church leaders want to make a decision on which firm to hire based on a “boiler-plate” proposal. Deciding on which firm to partner with is as important as calling a new pastor. It is incredibly important to find the right match.

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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!

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