Nonprofit Capital Campaign Management and Compliance
Capital campaigns are the largest and most complex fundraising undertakings for most nonprofits. This management checklist ensures campaigns are properly planned, executed, and accounted for in compliance with FASB pledge recognition standards and donor expectations.
- Industry: Nonprofit
- Frequency: Monthly during active campaign
- Estimated Time: 3-4 hours
- Role: Executive Director / Campaign Director
- Total Items: 26
Campaign Progress Tracking
Track campaign progress.
- Total pledges and gifts vs campaign goal tracked?
- Campaign phase milestones (quiet phase, public launch, close) tracked?
- Lead gifts and pace-setting gifts secured for current phase?
- Remaining prospect pipeline adequate to meet campaign goal?
- Public campaign progress communicated to donors and community?
Pledge Documentation and Management
Manage campaign pledges.
- Written pledge agreements signed for all significant campaign pledges?
- Payment schedules established for all multi-year pledges?
- Pledge payment reminders sent per agreed schedule?
- Pledge fulfillment rate tracked monthly?
Campaign Accounting
Verify campaign accounting.
- Pledges receivable recorded on balance sheet per FASB standards?
- Allowance for uncollectible campaign pledges estimated and recorded?
- Campaign expenses tracked separately from program expenses?
- Construction or capital project fund properly classified as restricted?
- Any naming or recognition obligations recorded as liabilities?
Donor Recognition
Manage donor recognition.
- Donor recognition plan (naming opportunities, signage, events) implemented?
- Naming agreements executed for any naming opportunities?
- Donor recognition consistently applied per published guidelines?
- Groundbreaking, topping-off, or dedication events planned for donors?
State Registrations and Compliance
Verify state compliance.
- Charitable solicitation registrations current in all states where campaign soliciting?
- Professional fundraiser or counsel registered per state law if engaged?
- State-required campaign disclosures included in solicitation materials?
Campaign Closeout Planning
Plan campaign closeout.
- Campaign close date and criteria defined?
- Final campaign accounting plan for all pledges and expenses?
- Plan for collecting outstanding pledges after project completion?
- Campaign completion celebration planned for donors and community?
- Form 990 Schedule D capital campaign data preparation plan?
Related Nonprofit Checklists
- Nonprofit Corporate Partnership and Sponsorship Management
- Nonprofit Online Fundraising Platform and Compliance Audit
- Nonprofit Fundraising Event Planning and Compliance Checklist
- Nonprofit Silent Auction Planning and Management Checklist
- Nonprofit Social Enterprise and Earned Revenue Compliance
- Nonprofit Volunteer Recognition and Retention Program Review
- Nonprofit Program Evaluation and Learning System
- Nonprofit Federal Grant Subrecipient Monitoring
Related Fundraising Events Checklists
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- Nonprofit Online Fundraising Platform and Compliance Audit - FREE Download
Why Use This Nonprofit Capital Campaign Management and Compliance?
This nonprofit capital campaign management and compliance helps nonprofit teams maintain compliance and operational excellence. Designed for executive director / campaign director professionals, this checklist covers 26 critical inspection points across 6 sections. Recommended frequency: monthly during active campaign.
Frequently Asked Questions
What does the Nonprofit Capital Campaign Management and Compliance cover?
This checklist covers 26 inspection items across 6 sections: Campaign Progress Tracking, Pledge Documentation and Management, Campaign Accounting, Donor Recognition, State Registrations and Compliance, Campaign Closeout Planning. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed monthly during active campaign. Each completion takes approximately 3-4 hours.
Who should use this Nonprofit Capital Campaign Management and Compliance?
This checklist is designed for Executive Director / Campaign Director professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.