About

Our Focus – Prospects First

LEAD’s services come from over 200 years of direct, personal, and professional experience of its leadership team who have helped grow more than 300 United States and Canadian nonprofit institutions by:

  • Assisting 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;

  • Collaborating with an organization’s development staff to implement the strategic plan through the design and conduct of specific communications initiatives;

  • Recommending the most appropriate channels to reach prospects and donors in ways they want to communicate;

  • Developing programs that will raise awareness of the importance and impact of philanthropy to your institution’s internal and external constituents;

  • Creating personal solicitation plans for major donors;

  • Designing stewardship and cultivation plans;

  • Evaluating and improving fulfillment processes;

  • Creating partnerships with corporations, foundations, associations and individuals who share the organization’s priorities; and

  • Incorporating the fundraising effort as part of an organization’s master advancement program.

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Testimonials

“…a cheerful and positive fundraising guru who can pivot quickly according to changing team needs and priorities. We are grateful…”
The University of Alabama at Birmingham, AL
“…an absolute joy to work with, so supportive and constantly seeing how to be helpful. The guidance and wisdom makes all the difference…”
University of Utah, UT
"...a valuable investment for our Annual Giving program, and I highly recommend them to any institution looking to achieve phenomenal fundraising results..."
Georgia Southern University, GA
“LEAD was instrumental in managing our reorientation into a monthly giving first model, which proved to be a successful way to engage alumni while increasing donor retention. They supported all of this change with a smile and consummate professionalism."
Muhlenberg College, PA
“…I thank the LEAD team for their partnership over the past few years of transitions, challenges and changes for Tulane University. They have been instrumental in ensuring that business continues without a hitch, even in the midst of adversity. We are so grateful to have the support of a team who above all, puts clients first. We are continuing to adapt and improve how we conduct our business with the backing of our dedicated LEAD team.”
Tulane University, LA
"Engaging with LEAD has been integral to our success in relaunching our phonathon program. Their decades of experience means their advice and expertise in the phonathon space is second to none. They are responsive and helpful to a fault."
Miami University, OH
“…It is clear the company truly cares about the universities they work with.”
Central Methodist University, MO

“LEAD is a fantastic team to work with! I am part of a very small shop, and the LEAD team feels like another staff member. They bring a variety of experience and expertise. They are timely, professional, and fun to work with!”

Avila University, MO

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