Feasibility Study for Capital Campaign

Capital Campaign for Infrastructure Modernization & Innovative Programming

RFP Issue Date

February 4, 2026

Requests for Clarification Deadline

February 11, 2026

Submission Deadline

March 13, 2026

Interview if Required

March 23 - April 2, 2026

Notification of Award (tentative)

April 10, 2026

TBC Projected Project Tmeline

April 20 - July 20, 2026

TBC Board Presentation

July 14, 2026

TBC Final Report

July 27, 2026

Hillel Lodge Foundation reserves the right at anytime to make additions, modifications or deletions to any of the events or dates that comprise the RFP Schedule. Please direct questions regarding this Request for Proposal in writing to Leslie Turcotte-Sher, Executive Director, lsher@hillel-ltc.com , before February 11, 2026.

Overview

The Bess and Moe Greenberg Family Hillel Lodge of Ottawa has been a cornerstone of the Jewish community for more than 60 years, delivering high-quality, values-based long-term care. With the existing endowment ($18M), we are poised for growth and recognize the pressing need to modernize our aging facility to serve the community's growing demands. You can find more information on our website at www.Hillel-ltc.com.

The Project & Campaign Vision

To ensure our home can provide optimal care in a modern, warm, and caring setting, there is a pressing need for a once-in-a-lifetime campaign to raise the funds needed to carry Hillel into the future, funding critical infrastructure upgrades and developing innovative programming.

Scope of Work

The selected consultant will assist in developing the philanthropic case for support and will complete a feasibility study to evaluate our readiness and the philanthropic climate. Key components include:

Development of the Case for Support

Working with leadership, the successful group will leverage their superior storytelling skills and knowledge of the philanthropic sector to develop a compelling, wellarticulated case for support that tells Hillel’s story, creates a sense of urgency and compels philanthropic investments and volunteer engagement.

Market Analysis

Using your superior knowledge of the sector, assess the philanthropic landscape to identify potential leadership volunteers and donors, identify new funding sources, determine timing, suggest potential partnerships, etc.

Readiness Assessment and Recommendations

Assess both the current Foundation Board of Directors and the office’s ability to effectively execute a capital campaign. This includes, but is not limited to, a review of policies and procedures, an assessment of infrastructure and staffing levels, and an evaluation of the board of directors' and senior leadership’s roles in both the foundation and the lodge to carry out their roles in a Capital Campaign. Making recommendations on how to fill gaps and the ideal structure for a successful capital campaign.

Stakeholder Engagement

Conduct intentional interviews and focus groups with key stakeholders, including philanthropic leaders in the community, current and prospective volunteer leadership, and donors to assess their willingness to support a Capital Campaign. We expect a significant portion of the meetings to be one-on-one.

Goal Structuring

Provide strategic recommendations on an achievable stretch campaign financial goal, a road map to campaign success.

Proposal Requirements

Introductory Letter

This letter should include an introduction to the firm and a summary of general qualifications. The letter shall be signed by an officer of the firm who is authorized to negotiate a contract with the Hillel Lodge Foundation.

Firm Profile

Overview of experience in capital campaigns. Ideally, with a focus on healthcare, LTC, Rehabilitation, Hospice and/or Palliative Care organizations.

Project Team

Describe the qualifications and experience of the key personnel to be assigned to the project and include their previous experience with similar projects. Identify the specific staff assigned to the project and their monthly time allocations.

Methodology

A detailed description of how your firm proposes to approach this project. Include sufficient discussion of proposed methodologies, techniques, and procedures identified in the scope of services. A proposed timeline for the scope of work to be completed should be included here.

References

References should identify the client organization, nature and date of the contract, and the name, title, telephone number, and e-mail address of the contact person for each reference. The references shall include the campaign goal and the scope of work accomplished.

Fee Structure

A detailed breakdown of fees and expenses.

Submission Instructions

Submit proposals with a cover letter in PDF format, with the following:

SUBJECT LINE: RFP SUBMISSION

SEND TO:

Leslie Turcotte-Sher

Executive Director

Hillel Lodge LTC Foundation

lsher@hillel-ltc.com