Capital Campaign Case for Support (Building & Equipment) — Healthcare Edition
A structured case-for-support template for a hospital capital campaign — a tower, an ED expansion, imaging or proton therapy — that translates bricks and technology into patient-outcome impact while keeping clinical claims defensible.
Draft: pending review
This starter document is signed off by Foundation counsel + CFO (pledge accounting) + compliance officer + campaign counsel/CFRE before it ships. The guardrails below define that review.
What’s inside
- Campaign narrative: community need → clinical vision → building/equipment → patient outcomes → donor role
- Fundable-priorities menu with gift ranges, naming opportunities, and equipment line items
- Evidence-based impact framing that avoids overstated medical claims
- Pledge, multi-year, and blended-gift structures with post-campaign stewardship
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Outcome/capability claims for new facilities must be substantiated and not misleading (advertising and False Claims sensitivity)
- Naming and physician-champion involvement must comply with the gift acceptance policy and not entangle referrals (Stark/AKS)
- Pledge accounting must meet IRS substantiation and FASB conditional-vs-unconditional standards; honor restricted funds
- Any grateful-patient stories require HIPAA authorization and media release
Held for professional review.
The native DOCX and full working text ship only after sign-off by Foundation counsel + CFO (pledge accounting) + compliance officer + campaign counsel/CFRE 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.