The Leadership Experience · Membership

Membership,
made clear.

"Membership" is intentional language — it's about belonging to a community, not buying a product. It's still a gift; we're not selling anything. We've taken sponsors for 3+ years and added membership more recently, and the two got tangled. The direction: one clear ladder of ways to belong, a clean path for businesses to give through it, and sponsorship reserved for the few moments where it truly fits.

Internal working version · pressure-test the open questions before we take levels external

Why we're shifting

The old model blurred two very different things. The new model separates them.

For 3+ years we've taken sponsors, and then layered a newer membership program on top. People couldn't tell whether they were a "member" or a "sponsor," what they'd already paid for, or what any given dollar bought. The fix isn't more options — it's a single, legible ladder to belong, priced so stepping up is easy, with real event sponsorship kept separate for the gatherings where it belongs.

Where we've been

Membership + sponsors, tangled

  • Sponsors for 3+ years, membership added on top
  • "Am I a member or a sponsor?"
  • Unclear what was already included vs. paid à la carte
  • Sponsorship language on our signature events created tax and optics confusion
→
Where we're going

One membership ladder, sponsorship where it fits

  • Four clear levels — a single commitment to belong
  • Everything included; no wondering what you paid for
  • Fund it personally (donation) or through a business (qualified sponsorship)
  • True event sponsorship reserved for the Weekender, Summits & select gatherings

The idea underneath it

Three things people can do — and we stopped mixing them up.

Membership

A commitment to belong. Ongoing, year-over-year support we invite people into. Everything is included at each level.

Fund it personally (a donation) or through a business (a qualified sponsorship). Same commitment — different way to pay.

Donation

Support the mission. A charitable gift with no expectation of return. We issue a receipt; clean from a compliance standpoint.

The Endowment is a separate capital campaign with an end date — not the same as ongoing membership.

Event Sponsorship

Partner in a specific gathering. For the Weekender, Summits, and Evenings of Generosity, where an organization wants to be meaningfully present.

This is the only place a true advertising / tit-for-tat exchange is appropriate — and even here we keep it relational.

The key distinction we have to get right

A business can pay for membership — and when it does, that's a qualified sponsorship: acknowledgment only (name, logo, gratitude at gatherings). It's a legitimate marketing expense for them and stays clean for us as a nonprofit.

What it is not is advertising — no calls to action, pricing, product claims, or endorsements. A true tit-for-tat advertising exchange lives only with our specific event sponsors, not with membership.

Membership levels

One ladder. Do what you can. Everything included.

At LX, membership is a commitment to the community and what it's becoming. Members can fulfill it personally (as a donation) or through their business (as a qualified sponsorship). Each level below adds only what's new — everything from the level before is already included.

Member
$2,400 / year
For those stepping into the community
  • Full access to the LX community, gatherings, Slack & Mailchimp
  • Eligibility for all LX experiences and events
  • Early invite to limited-edition merchandise
  • Ongoing formation, relationships, and shared life
The baseline commitment to belong.
Pay it forward
Builder
$6,000 / year
For those strengthening what's being built
  • Everything in Member
  • One complimentary ticket to the flagship LX event (registration still required)
  • 10% merchandise discount + early invite to purchase
  • Acknowledged with gratitude at LX gatherings (optional)
You're helping lay and reinforce the foundation.
Steward
$10,000 / year
For those helping carry the work forward
  • Everything in Builder
  • One complimentary Weekender ticket (registration still required)
  • 15% merchandise discount
  • Acknowledged with gratitude at LX gatherings
You're creating access and momentum for others.
Top level
Patron
$20,000 / year
For those shaping the future of LX
  • Everything in Steward
  • A second complimentary Weekender ticket (two total)
  • 25% merchandise discount
  • Acknowledged with gratitude at LX gatherings
You're underwriting depth, access, and long-term impact.
Pay it forward

Builder is set at $6,000 on purpose — it's the full cost of sending one new leader through a cohort.

That makes the level tangible: your commitment funds a seat. And because a flagship ticket (~$1,000 value) is included, stepping up from Member is nearly cost-neutral for what you receive — the point is the generosity, not the perks.

Event sponsorship — a separate track

We won't sponsor the main event. We'll acknowledge people there — and keep sponsors for gatherings like the Weekender.

Not membership
The flagship / main event
Acknowledgment, not sponsorship

We're not taking event sponsors for the main annual event. Instead we recognize supporters at each membership level through slides and signage — Builder, Steward, and Patron — while regular Members belong without being singled out. Gratitude, not a sold placement.

The Weekender & select gatherings
Sponsorship continues

Weekender sponsorship sits above and beyond membership — so it doesn't include tickets (those are already a membership benefit). It's purely recognition, with a possible opportunity to introduce a speaker. Summits, Evenings of Generosity, and dinners continue too.

Event sponsorship opportunities
GatheringTierRangeIncludes
The Weekender
Above & beyond membership · supporting couples
Sponsor$5K floorRecognition for supporting couples gathering · possible speaker introduction · no tickets (already a membership benefit) — scales with the event above the floor
Evening of Generosity
High-trust, mission-driven room
Lead$10K–$15KSpeaker intro · prominent acknowledgment · 4–6 attendees · pre/post relational access
Supporting$5K–$7.5KAcknowledgment · 2–4 attendees
Industry Summit
e.g. Finance Summit — targeted, professionally relevant
Lead$15K–$25KPanel/speaker intro · prominent acknowledgment · 4–6 attendees · potential curated breakout
Supporting$7.5K–$12.5KAcknowledgment · 2–4 attendees
Small Gatherings / Dinners
Underrated, high value
Host$3K–$7.5KIntimate access (the real value) · light acknowledgment · direct relationship building

Pricing philosophy — don't skip this

We are NOT selling
  • Impressions
  • Eyeballs
  • Marketing reach
We ARE selling
  • Access to a trusted room
  • Proximity to the right people
  • Association with a high-integrity community

That should push pricing up, not down.

Where this is headed

Three legs, one sustainable model.

Membership isn't a standalone program — it's the base of how LX funds its future, anchored by the endowment, with sponsorship as the shrinking delta. A hypothetical path: hold today's ~$750K, then rebuild that same $750K on a healthier mix, and stretch toward ~$1M — needing less sponsorship as the base and anchor grow.

The future financial picture▾
$500K→$700K
Membership · the base
The growing, accessible core — ≈240 members at the $2,400 base, rising as members move up the ladder.
$150K→$250K/yr
Endowment · the anchor
A $3M→$5M permanent fund drawn at ~5%. A separate 5-year "over & above" push that replaces external-partner support. Predictable, durable.
$100K→$50K
Sponsorship · the delta
Whatever's left to close the gap — and it shrinks as membership and endowment mature. The goal is to need it less over time.
Today ~$750K
Current budget — still partner-supported
Next ~$750K
Membership $500K
Endow. $150K
Spon. $100K
Stretch ~$1M
Membership $700K
Endowment $250K

Membership   Endowment   Sponsorship ($50K in Stretch)

Why the endowment matters to this whole shift

Since the beginning, LX has leaned on external partner support. The endowment is how we replace that with internal structure — so we can keep access to the community at an accessible price point and preserve the legacy. Membership is the accessible, ongoing base; sponsorship flexes with the calendar; the endowment makes it durable. When we give together, the work outlives us.

Hypothetical, not a budget. Membership + endowment do the heavy lifting; sponsorship only fills the gap (~$100K, shrinking to ~$50K). Endowment assumes a funded $3–5M campaign at ~5% over its 5-year window; membership assumes ~240 members growing as levels rise.

How we'll talk about membership vs. the endowment

They're not competing asks. Membership is how you belong now; the endowment is how the work outlives us. We invite both — membership first, the endowment over and above.

Membership · belong now

Your annual commitment to the community you're part of. It funds this year's gatherings and relationships. Everyone starts here — and renews here, year over year.

Endowment · give beyond

A one-time gift across the 5-year campaign that becomes permanent. Over and above your membership, never instead of it. When you give here, you ensure LX outlives us.

The guidance for a supporter: Renew or step up your membership every year — that's how you belong. Then, from capacity, give to the endowment as an over-and-above gift while the window is open. Membership keeps the lights on; the endowment keeps them on for good.

Rollout & operations

How we move from here to launched.

Two things to get right: a gracious rollout that turns 3+ years of sponsors into members, and — with the shift to a July–June fiscal year — a funding mechanism so commitments actually convert to dollars and event tickets are honored only once paid.

Phase 1
Align & finalize
Now → next few weeks

Lock levels and pricing (incl. Builder at $6K), Weekender sponsor pricing, recognition rules, and the capture mechanism below. Get team sign-off. Build the member-facing page.

Phase 2
Re-message existing sponsors, 1:1
Before any public launch

Brian & Bryce reach current multi-year sponsors personally. Frame it as an upgrade into belonging, not a takeaway — map their current giving to a membership level so no one feels downgraded.

Phase 3
Launch the ladder
Community-wide

Announce the four levels, open commitments, and publish the page — with the endowment presented alongside as the 5-year "over & above" push, not a competing ask.

Phase 4
Recognize & renew
Ongoing

Recognize supporters by level at the main event (not regular Members). Run an annual renewal cycle so commitments roll year over year.

The piece we most need to nail

How membership funding actually works

We're moving to a July–June fiscal year, and membership needs to track cleanly against it — including getting paid before the main event so an included ticket is real. Recommended mechanics:

Membership year
Aligns to the July–June fiscal year — one shared cycle for everyone, not each person's signup anniversary. Far simpler to track, recognize, and renew.
Payment
Card on file (debit or credit), paid in full upfront or in installments across the year. Card-on-file keeps it low-friction and makes renewals automatic.
Main-event ticket
The included flagship ticket is confirmed only when a member is paid-in-full or fully current by a cutoff date before the event. Installment members can pre-pay the balance to unlock it early. (No payment → no included seat.)
Attendance intent
A "confirm your seat" RSVP by a set deadline. Unconfirmed seats are released so we're not holding — and paying for — tickets no one will use.
Tracking
One CRM record per member keyed to the fiscal year: level, committed amount, paid-to-date, payment method, ticket claimed, attendance confirmed.

Decisions to lock: (1) card-on-file default vs. allow upfront-only; (2) the payment cutoff date relative to the main event; (3) the RSVP-release deadline. Recommendation: card-on-file + installments, payment cutoff ~30 days pre-event, RSVP release ~45 days out.

The Leadership Experience · Membership direction — internal working version
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