New Shelter Facility Capital Campaign Case for Support Template
A structured case-for-support template for a capital campaign to build or renovate a shelter facility, guiding the development director through vision, capacity gains, naming/pledge structures, and honest cost disclosure while defending the ask against overhead skepticism.
Draft: pending review
This starter document is signed off by Nonprofit counsel + CFRE (capital-campaign experience) before it ships. The guardrails below define that review.
What’s inside
- Modular case narrative: current-facility limits, the vision, projected capacity and live-outcome improvements
- Gift-range chart / campaign pyramid and a multi-year pledge and naming-opportunity menu
- Cost-and-budget disclosure separating construction, contingency, endowment, and campaign costs
- Lead-gift, matching-challenge, and phased-goal structures with pledge templates
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Overhead-honesty: distinguish construction, endowment, and campaign fundraising costs; do not imply every capital dollar is direct animal care
- Substantiate projected outcome/capacity claims with the same methodology as the no-kill disclosure standard, and label projections as projections
- Restricted capital and naming gifts must be documented in gift agreements and honored, with recognition and return terms defined in advance
- Charitable-substantiation: assign FMV to naming benefits or donor events of value and disclose the deductible portion
Held for professional review.
The native DOCX and full working text ship only after sign-off by Nonprofit counsel + CFRE (capital-campaign experience) on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.