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Cadenza / Leadership Practice

Donor Intelligence

Prospect intelligence accountable to evidence.

A planned research and planning capability for arts institutions that need licensed, reviewable prospect evidence without uncontrolled scraping, opaque scoring, or automated outreach.

Public inquiry boundary — do not send candidate, committee, relationship, or engagement records. A conversation does not create an engagement.

Evidence before assertion

Mandate profile

Built for institutions carrying consequential leadership risk.

  • 01Advancement teams preparing a focused campaign
  • 02Institutions reviewing prospect-research capacity
  • 03Organizations needing evidence-led portfolio planning
  • 04Boards testing fundraising assumptions
  • 05Teams strengthening CRM research discipline
  • 06Institutions requiring controlled external research

The work

Research that can be reviewed and challenged.

The planned capability keeps source, identity match, relationship evidence, professional judgement, and client action distinct.

01

Licensed evidence

Provider-approved records with source, permitted purpose, access, date, limitations, and retention controls.

02

Match confidence

A human-reviewed identity and affiliation record that makes ambiguity visible rather than resolving it through false precision.

03

Relationship paths

Client-authorized relationship evidence and open questions, without inferring private relationships from weak public association.

04

Governed action

A reviewed prospect-planning record for authorized client use, separate from contact automation, recommendation, or public claims.

Method / 01—04

The planned research discipline

Each stage has a named owner, evidence boundary, approval point, and stopping condition. The operating control is part of the work.

  1. 01

    Approve purpose and scope

    Record the client decision, lawful basis, authorized records, provider terms, access, retention, exclusions, and complaint path.

  2. 02

    Research within license

    Use approved sources and deterministic provenance while rejecting uncontrolled scraping and unsupported inference.

  3. 03

    Review every match

    Require named human review of identity, evidence, ambiguity, relevance, and the distinction between fact and judgement.

  4. 04

    Return a controlled record

    Deliver through the approved private workspace with purpose limits, audit, correction, retention, and deletion controls.

Transparent fee guide

Know the commercial frame before the conversation.

These are future planning ranges in US dollars, not active offers or guaranteed quotes. Cadenza will confirm one signed scope, professional fee, milestone schedule, expense cap, taxes, and third-party costs before work begins.

01

Executive Search

Formation practice

Fixed professional fee; CEO, major-institution, international, and artistic searches are generally higher.

From $60,000

Future planning range / USD

02

Board & Succession

Formation practice

Annual engagement planning range; a narrower diagnostic or emergency plan would be scoped separately.

$30,000–$100,000+

Future planning range / USD

03

Interim Leadership

Formation practice

Interim search and transition fee; interim executive compensation is separate.

$35,000–$75,000

Future planning range / USD

04

Strategy & Governance

Planned practice

Fixed project range shaped by institutional scale, participation, evidence, and implementation scope.

$50,000–$175,000+

Future planning range / USD

05

Revenue & Advancement

Planned practice

Fixed project range shaped by data readiness, revenue lanes, campaign scope, and implementation support.

$40,000–$150,000+

Future planning range / USD

06

Donor Intelligence

Planned practice

Package or custom scope; record volume, licensed-provider costs, human review, and advisory depth drive the range.

$10,000–$100,000+

Future planning range / USD

07

Fixed project range; architects, engineers, acousticians, cost consultants, and other specialists contract separately.

$100,000–$350,000+

Future planning range / USD

08

Culture & Community

Planned practice

Fixed project range shaped by stakeholder groups, listening safeguards, accessibility review, facilitation, evidence volume, and implementation support.

$40,000–$150,000+

Future planning range / USD

09

Leadership Institute

Future institute

Private institutional programme planning range; future cohort pricing requires a separate owner-approved model.

$40,000–$125,000+

Future planning range / USD

C01

Professional fee

Fixed in the signed scope. Executive-search fees are not calculated as a percentage of compensation.

C02

Milestones

The contract states invoice amounts and dates. Search planning assumes 40% / 30% / 30%, subject to the signed schedule.

C03

Approved expenses

Travel, advertising, checks, assessments, translation, legal review, specialists, and events are separate only when pre-approved.

C04

No hidden markup

Taxes and third-party costs are identified. Any administrative markup must be disclosed in the contract before commitment.

Operating standard

Non-negotiable boundaries.

Product constraints and operating rules—not trust language added after the fact.

  • G01No confidential candidate, committee, relationship, conflict, or engagement records belong in the public Cadenza application.
  • G02No model may rank, recommend, reject, contact, or publish a person on Cadenza’s behalf.
  • G03Advisory work remains independent from software sales, marketplace ranking, advertising, and editorial coverage.
  • G04Public-source signals stay UNVERIFIED until a named human reviews the cited evidence.
  • G05No donor, patron, wealth, relationship, propensity, contact, or CRM record may enter the public Cadenza application or main database.
  • G06Cadenza will use only approved licensed providers and client-authorized sources; uncontrolled web scraping is outside the proposition.
  • G07No model may autonomously identify, score, recommend, approach, or exclude a prospect.

Begin carefully

Start with the decision you need to make.

Cadenza can discuss future scope and pilot interest. Do not send confidential records, candidate information, committee material, or an active mandate through the public form.

Donor Intelligence | Cadenza