Perspectives – Spring 2024 Issue



Welcome to the Spring 2024 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!
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 fruitful spring and a peaceful year ahead. Our doors are always open for our clients, whether they are past, present or future.
Blessings,
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.