Fundraising Consultant Discovery Form

Planning a capital campaign requires strategic expertise, clear goals, and a deep understanding of your organization's fundraising capacity. This Fundraising Consultant Discovery Form helps nonprofit professionals and development teams work with consultants to assess campaign readiness and build a roadmap for success.

Whether you're launching a building fund, endowment campaign, or multi-year capital initiative, this template guides you through essential discovery questions—from campaign goals and donor base assessment to leadership commitment, case for support, naming opportunities, and timeline milestones.

Paperform makes fundraising discovery efficient and professional. Customize the form to match your consulting brand, add conditional logic to tailor questions based on campaign type, and integrate with your CRM or project management tools to keep client information organized. With built-in payment fields, you can even collect discovery call fees or retainer deposits directly in the form.

For consultants managing multiple nonprofit clients, Stepper can automate your post-discovery workflow—trigger proposal generation, schedule follow-up meetings, update client databases, and create project timelines based on the campaign details captured in your form.

This template is designed for fundraising consultants, capital campaign advisors, nonprofit development directors, and advancement teams who need to gather detailed campaign information before engagement. Start your discovery process with clarity and confidence, and position every capital campaign for sustainable success.