Services
Risk Assessment & Management
Identifying, assessing, and proactively managing risks across your organization.
Legal and regulatory risk assessments
Financial controls and fraud prevention reviews
Human resource risk (employment practices, DEI, workplace culture)
Public relations and reputational risk management
Technology, cybersecurity, and data privacy risk reviews
Creation of monitoring systems and response protocols
Entity Design & Structuring
Expert legal guidance to ensure compliance, manage risk, and strengthen governance.
Designing the right entity structures (501(c)(3), 501(c)(4), fiscal sponsorship, hybrid models, LLCs, affiliated entities) to support mission goals
IRS and state compliance for nonprofit, political, and philanthropic entities
Fiscal sponsorship structuring and agreements
Political activity, advocacy, and lobbying compliance
Governance and board advising
Policy development and compliance training
Donor & Fundraising Strategy
Sharpening fundraising strategies and strengthening donor relationships.
Fundraising assessments and strategy
Donor stewardship and relationship management
Case for support and messaging development
Major donor and family philanthropy advising
Corporate giving and partnerships
Strategic Planning
Charting actionable, bold strategies aligned with your mission and long-term goals.
Mission, vision, and values refinement
Organizational and landscape assessments
Scenario and contingency planning
