The Capital Campaign Solicitation Letter is a crucial tool in nonprofit fundraising, typically used when organizations need to raise significant funds for major projects or initiatives. This document, governed by U.S. federal and state regulations, must balance compelling storytelling with legal compliance. The letter should clearly articulate the campaign's goals, demonstrate the organization's credibility, and provide all legally required disclosures. It's particularly important when seeking large donations for capital improvements, endowments, or other substantial organizational needs, and must adhere to IRS requirements and state-specific charitable solicitation regulations.
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1. Organization Introduction: Brief introduction of the organization and its mission
2. Campaign Purpose: Clear explanation of the capital campaign's specific goals
3. Funding Target: Specific amount being sought and timeline
4. Impact Statement: Description of how the funds will be used and expected outcomes
5. Donation Request: Specific ask and giving options
6. Tax Status Disclosure: Organization's tax-exempt status and deductibility information
1. Recognition Opportunities: Description of donor recognition programs, used when offering naming rights or other recognition
2. Matching Gift Information: Details about matching gift programs, included when applicable
3. Campaign Progress: Current status of fundraising, included in follow-up solicitations
1. Pledge Form: Document for recording donation commitments
2. Campaign Brochure: Detailed information about the campaign and its objectives
3. Gift Acceptance Policies: Terms and conditions for accepting donations
4. IRS Determination Letter: Proof of tax-exempt status
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