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Saturday, December 16, 2017

Serving San Antonio, Austin and the Texas Hill Country

Who We Are

At Bacon Lee & Associates the philosophy “your mission matters most” drives everything that we do… from time spent listening and understanding your organization, to assembling the best team to work with you…to the services that we provide to advance your mission and find solutions to your challenges.

The Bacon Lee & Associates team of talented, experienced professionals offers you expert advice, and formulates thoughtful plans and strategies to help effectively address your fundraising needs.

Bacon Lee & Associates is committed to helping nonprofits build stronger boards, engage effectively with volunteers, embrace fundraising best practices, and raise more money. We help nonprofits– social and human service agencies, libraries, universities, arts organizations, faith-based associations, character-building organizations, and environmental groups–achieve their goals.

What We Do

Bacon Lee combines fundraising expertise with creativity to meet your special needs. Our approach is guided by best practices and decades of combined experience with nonprofits, foundations, and businesses. We bring fresh ideas and well-tested strategies to our work. We offer guidance and resources to help you build thriving and mutually beneficial relationships between your organization and your donors. Our team can ensure you get what you need through a variety of comprehensive services:

Planning and execution of your capital campaign from the feasibility study and analysis of its results, to assisting you in prospect identification, to cultivation and solicitation strategies for staff and volunteer leadership
Building an effective major gifts campaign to build relationships with major gift prospects, working strategically and effectively with your staff
Providing strategic planning that includes a comprehensive organizational analysis, structural review, business plans and budgeting, and fundraising plans
Conducting development assessments to appraise the effectiveness and potential of your development program and staff
Recruiting talented professionals for your executive director and development staff openings by advertising your position, receiving and screening applications, interviewing the top applicants, and recommending a final slate of candidates
Creating innovative annual fund strategies to provide a strong foundation for your fundraising program including direct mail, phone-athons, email appeals, and donor relations
Training, mentoring and coaching your executive director, your board members and your staff to develop their confidence and proficiency in raising more money
Assisting donors and grantors in understanding guidelines, developing applications, researching grant requests, coordinating site visits and making recommendations on projects that maximize your charitable giving

Fundraising Campaigns

Bacon Lee & Associates has a long history of successfully managing capital campaigns for a variety of nonprofit causes. Whether constructing a building or increasing your endowment, our team works with you to provide solutions. Our capital campaign work includes the following elements depending on your unique needs:

A comprehensive feasibility study and the analysis of its results to provide a roadmap for your next steps
A development office audit to ensure you have the right people, programs and processes in place for an effective campaign
Valuable campaign management, helping staff and volunteers sustain momentum throughout the campaign
Essential help in prospect identification, cultivation and stewardship plans
Successful solicitation strategies for your staff and volunteer leadership, empowering them to be effective in making campaign “asks”
Work with your staff to create case statements and essential training materials for board members and campaign volunteers
Provide reporting structures and timelines to keep the campaign moving forward
At Bacon Lee & Associates, we partner with you to ensure that your capital campaign is successful. We’re there every step of the way.

Strategic Planning

Your fundraising capabilities can be strengthened by a solid strategic plan. At Bacon Lee & Associates, we can help you tie it all together by starting with a strong planning process. Savvy donors care about a nonprofit’s long-term sustainability. A key factor in establishing credibility with donors is the development of a long-range plan for growth. You must have a road map for the future to fulfill your mission and we can help by providing a comprehensive organizational analysis, including:

Reviewing your structure
Crafting a strategic plan
Creating business plans and budgets
Formulating a fundraising plan
Our strategic planning process outlines goals and includes specific budget targets for fundraising that helps you understand where you are headed and how to get there.

Development Assessment

Bacon Lee & Associates believes it’s important for you to prepare for major fundraising initiatives. Our team interviews board members, administrators, key volunteers, and other friends to assess attitudes about your organization and its readiness to undertake a major fundraising program. We’ll interview your staff and other stakeholders to evaluate your capability and potential for success.

Our comprehensive process examines job descriptions and assesses the strengths and weaknesses of your fundraising policies and procedures. At the conclusion of our assessment, we will offer specific written recommendations about how to improve the effectiveness of your development program.

Training, Mentoring & Coaching

Let Bacon Lee & Associates design and facilitate your staff retreats, board meetings, and training sessions for your organization so that you can focus on advancing your mission.

Here’s a sampling of the topics we cover. Please call us if your organization’s needs are not among the topics listed here, and we will design/provide the specific training you need to capitalize on your fundraising potential.

The Accidental Fundraiser
Annual Funds: Laying a Strong Foundation
The Art of Asking: Gift Solicitations and Role Playing
Building Strong and Engaged Boards
Creating Strategies for Foundation & Corporate Support
Development Office Process, Procedure & Pacing
Effective Strategies for Donor Recognition and Stewardship
Feasibility Studies & Capital Campaigns
Hiring the Right Staff
Performance Evaluations & Metrics For Employee Success
Oh No You Didn’t! Mistakes that Fundraisers Make
Your Strategic Plan: A Roadmap for Nonprofit Success

Donor Services

Responsible and intentional philanthropy is time-consuming and complex work, but your reward comes from making a difference in the lives of those who benefit from your generosity. Bacon Lee & Associates has experience in helping donors turn your passion for good work into reality. Because we’ve served on foundation teams that create guidelines, develop applications, research grant requests, coordinate site visits and make recommendations, we can guide you towards projects that will be successful. Our “insider’s view” provides immeasurable benefit to our clients. We can help you find the appropriate charitable vehicle and maintain compliance with government regulations. We have the expertise to assist you every step of the way through:

Assessment of charitable intent and needs
IRS applications and process
Organizational structure and procedure
Guidelines and program initiatives
Grant application
Public policy, reporting requirements and legal issues
Training for trustees
We understand your charitable giving is an important investment of your time and your capital. We can help you develop the appropriate course of due diligence (the process of investigation of the claimed and actual financial and


Bacon Lee & Associates offers recruitment services to find top executive and senior level talent in development. We will assess and analyze your needs to determine:

Essential job duties and requirements
Behavioral attributes
Organizational culture
Supervisor management style
A candidate profile is derived from the position analysis, which will help the recruitment team create a job description and prepare specific job-based, behavioral questions. Additionally, our recruitment team will:

Write ad copy and recommend appropriate media
Collect, receipt, and review applicant résumés
Provide search committee training
Facilitate search committee interviews of candidates
Conduct candidate interviews
Select top candidates based on candidate profile
Perform appropriate reference checks
Our clients return to us again and again, because we focus on your needs, and we achieve results.

We have been privileged to conduct job searches throughout the region including Trinity University, the San Antonio Museum of Art, Christian Dental Clinic, CAMP, Seminary of the Southwest, San Antonio Botanical Garden, Daughters of Charity Services, El Buen Samaritano, the Kleberg Foundation and Children’s Bereavement Center of South Texas, to name a few.

CONTACT PERSON : Marion Therese Lee, CFRE


San Antonio Phone: (210) 733-0893

FAX: (210) 733-3502

Austin Phone: (512) 298-7785

FAX: (210) 733-3502

P. O. Box 15018, San Antonio, TX 78212





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