LEAD Philanthropy

Services for Fundraising Results

  • LEAD helps you build momentum towards a capital campaign or other major fundraising goal;
  • LEAD helps you use the momentum created in a successful campaign to achieve other, ongoing priorities for your organization;
  • LEAD helps you pair any necessary projects with industry-leading firms who are recognized in their field for quality and service delivery.

Plan It

Engagement Study

Engagement Study - A LEAD Engagement Study is designed to poll your most promising constituents to field their views and opinions about your reputation and their propensity to engage, lead and invest in your future.

This Engagement Study provides a foundation of real-time information that guides leadership enlistment and campaign planning. It also provides insight into key prospect’s intentions and attitudes and allows you to plot pathways to reignite their interest and involvement.

This Engagement Study can identify organizational, administrative and process issues that impede alumni, parent and friend participation and suggest ways to address those shortcomings.

Advancement Assessment

Advancement Assessment - LEAD will review your advancement activities and provide observations and recommendations to ensure your actions are working to increase donors and dollars. Our review will include:

  • Outgoing solicitations
  • Solicitation calendars
  • Staffing (across all advancement office departments)
  • Advancement services
  • Gift processing processes

Strategic Planning for Fundraising Activities

LEAD assists an organization’s senior leadership in evaluating and designing strategic fundraising plans in the context of contemporary giving trends and the organization’s particular situation. LEAD can create a comprehensive solicitation calendar that thoughtfully reviews all channels to determine who will be solicited through which approach for the entire fiscal year. LEAD will help your organization create messaging and guide you on the timing of each outreach to make sure touch-points complement instead of compete.

Do It


TeleMax is a comprehensive consulting relationship with LEAD. Through a TeleMax program, you will have access to the tools and services required to maximize the results of your phone program and annual fund. With TeleMax, LEAD will partner with you and your team to interview and train in-house phone program leadership and student callers, lead your program’s design and evaluate its performance, establish and/or position your program’s case for support, constituency segmentation, ask amounts, solicitation calendars and channel assignments. LEAD will also partner with your team on the creation and growth of student philanthropy initiatives, giving days, crowdfunding, text and e-communications, multi-media and the use of new channels.


CallerMax is an online student caller training program designed to turn your callers into fundraisers. Based on the best practices gleaned from over 40 years of managing on-campus phone programs, CallerMax is the best way to ensure every caller is getting the same, high-quality, proven training. It teaches the steps of effective fundraising phone calls that are designed to leave the prospect feeling good while securing pledges and credit card gifts.

Data Enrichment

Access to correct contact information is key to any Annual Giving program. LEAD will research all needed prospects to ensure contact and other demographic information is updated. These updates can include:

  • Phone – both landline and cell
  • Line Type
  • Email
  • Address
  • Wealth Screening
  • Consumer Information – Annual Income, HOH, DOB, etc.

Virtual Volunteer

A mix of sound fundraising principles combined with contemporary communication channels – our Virtual Volunteer TM suite of services will help reach your goals with engaging and captivating experiences that hold your attention longer than other communication channels.

This suite includes:

  • White Board Animation
  • Cartooning
  • Video Surveys
  • Video Solicitations
  • Video Polling
  • Creative Design & Case Development

Executive Coaching

LEAD will enable you to unlock potential within your staff to help your organization achieve its objectives. LEAD coaches are objective listeners. They ask questions, challenge assumptions, provide clarity, identify resources and provide advice. They also have the life experience needed to offer insight and perspectives that are often overlooked. LEAD coaches have decades of experience which include social services, U.S. foreign service, executive leadership, community grassroot organizations and top government service. Your LEAD coach is your champion.

Targeted Internet Display Advertising

LEAD can arrange for millions for impressions to be transmitted on your behalf for a wide variety of actions. The use of digital in an overall communication plan is an important topic. Our intention is twofold: to increase awareness and website hits and to offer those prospects reached through other channels an additional touchpoint, allowing them to keep your organization present in their minds.

Board Development

LEAD provides Board Members with an overview of their role in representing the good of society, as well as their role as the legally authorized, controlling body for the organization. The workshop identifies the eight functions of a board and the minimum levels of board involvement in those functions.

Interim Advancement Leadership

Having a fully-staffed Advancement Office is a luxury these days. As leadership is pulled in more and more directions, the daily projects and duties of an unfilled leadership position typically get put on hold. LEAD can provide skilled staff to complete projects and fill gaps allowing you to continue to accomplish crucial fundraising projects.



FutureCast is a LEAD evaluation tool designed to uncover who and what your constituency base supports. We will analyze and report how your organization ranks amongst other nonprofits and the steps you can take to increase your philanthropic desirability within your own base. Further, we rapid-age your constituents to identify the number of nonprofits soon to be supported and the amount of increased giving which will be provided from your prospects in the coming three to five years.

Evaluate Your Annual Giving ROI

LEAD will help you and your team analyze your fundraising results and ask the strategic questions necessary to determine the effectiveness of your fundraising campaigns.

New Market Tax Credit

The 2018 & 2019 Federal Budget is maintaining the allocation application rounds for New Market Tax Credits which are ideal for $5 million or larger Capital Campaigns. LEAD can arrange to have your Campaign and organization evaluated to determine your eligibility. The NMTC Program is designed to incentivize community development by attracting private investment to distressed communities throughout the country.

Purchasing & Inventory Management Assistance

Capital or Annual, LEAD can assist you in identifying opportunities for significant cost savings in a variety of spending areas such as:

  • Office products and equipment
  • Communication systems
  • Fundraising services
  • Maintenance and industrial supplies
  • Capital needs