Strategic Advisory for Nonprofits & Mission-Driven Organizations
From formation to growth, we provide the strategic and operational expertise that lets you focus on your mission—not just your operations.
Mission-Driven Strategy, Practical Execution
Nonprofits face a unique challenge: you need sophisticated strategy and operations, but your resources must serve your mission first. Too many consultants bring corporate approaches that don't fit your reality—or nonprofit experience that lacks strategic rigor.
We take a different approach. We've founded and built nonprofits ourselves. Our network includes leaders from research organizations, educational initiatives, and institutions across the sector. We understand that your organization exists to create change, not to optimize for profit—and we structure our work accordingly.
What that means in practice:
- Strategy grounded in mission, not just metrics
- Operational improvements that free you to focus on impact
- Technology adoption that makes sense for your budget
- Honest guidance about what's working and what isn't
Whether You're Starting or Strengthening
Starting a Nonprofit
Building the Foundation for Lasting Impact
Launching a nonprofit is an act of commitment to change. But good intentions need good structure. We help founders move from vision to viable organization.
Formation & Structure
- · Entity selection and formation guidance
- · State and federal filing navigation
- · Governance structure design
- · Initial policies and procedures
Mission & Strategy
- · Mission, vision, and values articulation
- · Theory of change development
- · Initial strategic planning
- · Program design and logic models
Board Development
- · Board recruitment strategy
- · Governance best practices
- · Board training and orientation
- · Meeting structure and cadence
Operational Foundations
- · Financial systems setup
- · Technology stack recommendations
- · Initial staffing and structure
- · Volunteer management frameworks
Strengthening an Established Nonprofit
Building Capacity for Greater Impact
Established nonprofits often reach inflection points: the strategies that got you here won't get you there. We help organizations strengthen foundations while expanding reach.
Strategic Planning
- · Multi-year strategic planning
- · Mission and program alignment
- · Market positioning
- · Growth planning and scenarios
Organizational Assessment
- · Comprehensive health check
- · Governance effectiveness review
- · Staff capacity analysis
- · Culture and leadership assessment
Technology & AI
- · Technology assessment and roadmap
- · AI adoption for nonprofits
- · CRM and data strategy
- · Digital transformation
Revenue & Sustainability
- · Revenue diversification
- · Grant strategy and positioning
- · Earned revenue exploration
- · Major donor strategy
Executive expertise, right-sized for your budget.
Your mission deserves experienced leadership—even when you can't afford full-time executives or during critical transitions. Our fractional leadership services provide senior-level expertise on a part-time or interim basis.
Fractional Executive Director
Strategic leadership, board relations, and organizational direction for organizations between permanent EDs or those not ready for a full-time hire.
Fractional COO
Operational oversight, process improvement, and day-to-day management leadership—freeing your ED to focus on vision and external relationships.
Fractional CFO
Financial strategy, budget oversight, grant financial management, and board financial reporting—critical expertise many nonprofits lack.
Fractional Development Director
Fundraising strategy, donor relations, and development team leadership—building sustainable revenue without a full-time executive.
Fractional engagements are typically structured as monthly retainers with defined hours and responsibilities. We become part of your leadership team—attending key meetings, managing critical functions, and providing continuity.
We've Built Nonprofits
We founded JOPRO, a research incubation initiative cultivating new approaches to knowledge and discovery. We understand the journey from idea to sustainable organization—because we've made it ourselves.
We Speak Your Language
Restricted vs. unrestricted. Indirect cost rates. Board fiduciary duties. Program vs. operations. We don't need a glossary—we've lived in this world.
Our Network Runs Deep
Our advisors include leaders from research organizations and institutions across the nonprofit sector. When your engagement requires specialized expertise, we bring in people who've done this work.
We Bring Outside Perspective
Our work with growth-stage companies and technology organizations means we bring fresh thinking and modern practices—without losing sight of what makes nonprofits different.
Sectors We Know
We believe strategic expertise should be accessible to organizations doing meaningful work—not just those with corporate budgets. We structure engagements to fit nonprofit realities, with flexibility for different budget levels and funding structures.
For details on engagement structures and pricing, reach out directly—we're happy to discuss what makes sense for your organization.
The Nonprofit Operating Manual
We're developing a comprehensive guide for nonprofit leaders—from formation to sustainability. Join the waitlist to get it first.
Let's Talk About Your Mission
Whether you're just getting started or ready to take your organization to the next level, we'd welcome the opportunity to learn about your work.
Start a ConversationWe respond to all inquiries within two business days.