Perspectives – Spring 2014 Issue

Your Resource for Capital Stewardship Concepts.

Welcome to the Spring 2014 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.

Spring is my favorite time of year. After a particularly long and very cold winter, I am welcoming the birds singing, the flowers blooming, the sun shining and even the bugs buzzing more than ever. I suspect you are too.

We are such big fans of nice weather we decided to open another regional office in beautiful, sunny California earlier this year! We are anxious to meet the great folks of California and build relationships for years to come. If you are on the West Coast and have campaign needs or know of colleagues who may benefit from our services, we would love to hear from you. Anything you can do to help us get the word out of our presence in California, would be greatly appreciated.

I hope you enjoy this issue of “PERSPECTIVES”. The consultants and staff of our firm offer ‘our perspectives’ and experience regarding capital campaign topics. We hope that you find our articles relatable, friendly and helpful.

We certainly pray the weather is treating you well, putting a smile on your face and a warmness in your heart.


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.
Read more…

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.

Read more…

Contact Us Anytime At:

Contact Us Anytime At:

Virginia Office
103 Park Washington Court
Falls Church, Virginia 22046
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!