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Nurturing Your Mission

Fund Development  

The fundraising landscape is ever-changing. In the day-to-day drive to achieve mission, board and fundraising staff sometimes need support from outside counsel to assess current fundraising process and programs and take the next crucial and sometimes daunting steps to raise capital or major gifts. We provide support through every step of fundraising, from establishing an annual fund program to sustain operations, to the next great adventure of capital or planned giving expansion.

Independent third-party assessments of fundraising programs, education retreats, coaching and planning or feasibility studies help position nonprofits so that they remain in tune with their donors and focus their energy on realistic and productive strategies.

  • Development assessment – Review of fundraising staffing and donor attitudes resulting in recommendations on how to improve the effectiveness of your development program.
  • Comprehensive feasibility study – Assessment of donor attitudes and campaign readiness, staff/stakeholders interviews, review job descriptions and gift acceptance policies/procedures, resulting in comprehensive written plan.
  • Capital Campaigns – Create campaign strategy and management; design and produce campaign materials.
  • Major Gifts – Outline roles and responsibilities of staff and volunteers, create donor analysis and gift tables and conduct prospect research.
  • Annual Funds – Craft annual fund calendars, outline successful multi-channel strategies and design membership programs.
  • Donor Services – Counsel donors seeking charitable giving strategy and structure including designing programs and initiatives, IRS requirements and limits, grantmaking guidelines and training for trustees.
  • Coaching/mentorship – Provide 1:1 support for executive leadership.
  • Training & workshops on all aspects of fundraising

Private sector support for the San Antonio Public Library Foundation helps the library system thrive. Lee+ Associates provided an internal structural assessment and helped create a planned giving society.