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

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

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

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