what we do

Fundraising Assessments
Plans & Campaigns

BUILDING DONOR CONFIDENCE

Fund Development

Do you have a fundraising plan? Are you and your donors ready for a feasibility study/capital campaign? Do you have the right development staffing for your goals? Does your Board and senior Staff need coaching to build skills and confidence to raise money?

We provide guidance through every step of fundraising for the Board and Staff, from establishing an annual fund program to sustain operations, to the next great adventure of capital or planned giving expansion.

Development Assessment

Review of fundraising processes, staffing and policies resulting in recommendations on how to improve the effectiveness of your development program.

Feasibility Study

Assessment of campaign readiness, Staff/stakeholders interviews, current staffing, and gift acceptance policies/procedures, resulting in comprehensive written plan.

Annual Funds

Craft annual fund calendars, outline successful multi-channel strategies and design membership programs.

Coaching/Mentorship

Provide 1:1 support for executive leadership.

Capital Campaigns

Create campaign strategy, discover prospects, teach solicitation techniques and manage the team; draft design and produce campaign materials.

Major Gifts

Conduct prospect research including potential gift values, develop Staff and volunteer roles, create campaign strategy.

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.

Training & Workshops on all aspects of Fundraising

Providing training sessions to help build strong foundations, effective strategies, processes, impact and outcomes.

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.