1. NAIT looks forward to partnering with a firm that can deliver strategic guidance and measurable outcomes across these key domains. We recognize that the scope may evolve and expand as progress is made on the overall campaign plan, and as priorities potentially shift. The selected firm should be flexible and responsive to these changes, ensuring sustained support through the campaign lifecycle. 2. Campaign Cabinet Development, Management, and Oversight a. Terms of Reference and Role Definition: Develop comprehensive terms of reference, detailed role descriptions, and clear expectations for campaign cabinet members. b. Chair(s) Recruitment and Leadership Support: Identify, recruit, and onboard campaign cabinet chair(s) who possess the leadership, influence, and strategic vision necessary to drive the campaign’s success. Develop role descriptions, expectations, and support structures to ensure chairs are effectively positioned to lead, engage cabinet members, and champion campaign priorities. c. Recruitment and Retention: Identify and recruit suitable candidates for the cabinet, ensuring a robust mix of expertise and engagement. d. Stewardship and Engagement: Implement strategies for managing and retaining cabinet members, ensuring their continued, meaningful participation by aligning their roles with their strengths and current capacities. Responsible for managing the day-to-day activities of the campaign cabinet. This includes coordinating meetings, preparing required documents and briefs, monitoring engagement levels, and ensuring that each cabinet member is supported and their contributions aligned with the campaign’s objectives. e. Performance Metrics and Reporting: Establish clear success metrics and a reporting framework to regularly monitor and evaluate cabinet engagement and contributions. 3. Prospective Principal Donor Identification, Cultivation, and Solicitation a. Prospect Identification and Pipeline Development: Identify and qualify the top 50 individual and family foundation prospects who represent the highest potential in NAIT’s campaign gift spectrum (targeting prospects at the $1 million+ level). Develop a prospect tiering system based on giving capacity, affinity, and engagement level to focus efforts effectively. b. Research and Background Briefings: Conduct thorough prospect research, wealth screening, and philanthropic behaviour analysis. Provide detailed background briefings with giving history, interests, capacity estimates, and recommended engagement strategies to inform NAIT and campaign leadership. c. Cultivation, Solicitation and Engagement Strategy: Develop and implement customized cultivation, solicitation, and engagement strategies. This includes determining how the campaign cabinet and leadership across NAIT can best engage in the cultivation and solicitation processes to maximize donor involvement and commitment. d. Ongoing Strategic Advisory and Account Support: Provide continuous strategic counsel and troubleshooting for complex individual and corporate prospect engagement, solicitation planning, and stewardship to maintain long-term donor relationships. e. Vendor Giving Strategy: Develop an ethical and transparent vendor and supplier giving strategy. Outline appropriate solicitation and recognition guidelines for NAIT’s vendor network while maintaining professional integrity. 4. Professional Development and Coaching for Individual, Corporate, and Principal Giving a. Training for Leadership and Campaign Cabinet Members: Develop and deliver tailored training sessions on philanthropic leadership, donor engagement strategies, and solicitation practices. Provide practical guidance on how campaign cabinet members and senior leaders can best support cultivation, peer-to-peer fundraising, and campaign advocacy. Provide guidance on leveraging personal and professional networks to strengthen donor relationships and advance campaign priorities. b. Coaching for Development and Advancement Staff: Offer individual and group coaching sessions for frontline fundraisers on prospect strategy, ask preparation, and closing principal gifts. Guide staff on structuring and navigating complex solicitations and deepening donor relationships. Support the fundraising team in developing tailored solicitation approaches for high-net-worth individuals, family foundations, and corporate partners.
