Nonprofit systems and technology

Grow your members, donors, and funding.

We fix the technology behind the work, your CRM and your data, so growing doesn't mean piling more onto everyone's plate.

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See how we work

Trusted by 20+ mission-driven organizations

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The systems behind your goals.

Whether it's members, donors, grants, or getting AI-ready, the work comes back to the same thing: systems that grow with you.

Grow and Retain Members

When member data is split across your CRM, spreadsheets, and inboxes, renewals slip and your team fills the gap by hand. We bring it together and automate the busywork, so fewer members fall through.

Scale Donor and Fundraising Operations

When donor records are out of date and follow-up runs on memory, gifts slip and your team plays catch-up. We build the system underneath, so records stay current and the right emails go out on time.

Manage Grants and Funder Data

When applicant and grantee information is scattered across forms, files, and spreadsheets, every reporting cycle turns into a scramble. We bring it into one place and make reporting straightforward.

Get AI-Ready

Before AI can help, your data and systems need to be in good enough shape for it to work. We take a clear-eyed look at whether you're there, then put AI to work where it actually saves time. Practical, not hype.

Four ways to start.

Start with a single workshop or hand us the whole system. Most clients begin with one problem and grow from there.

Workshop

A focused session with your team to pinpoint your biggest systems problem and the smartest first move. It's the lowest-commitment way to start.

Assessment

Together we dig into how your systems work today, find what's slowing you down, and map out what to fix first. This usually takes four to eight weeks.

Implementation

This is the build. We create or rebuild the systems you need and stay until they're running the way they should. Most builds run three to six months.

Partnership

Ongoing operations and technology leadership, for when you need the role but not a full-time hire. These engagements run yearly and renew.

We stay through implementation.

Too many technology vendors hand over a roadmap, or a half-configured CRM, and move on. We build the system and stay to make sure it actually runs.

WHO IT'S FOR

For the leaders responsible for getting it done.

Operations &
Technology Leaders

You've been told the CRM is the problem but don't know where to start.

Foundations & Funders

You're funding capacity building and want senior people on it, not junior staff.

Who we serve.

The work looks a little different depending on who you are. A few of the kinds of organizations we work with:

Foundations
National Membership Associations
Women's Leadership & Equity Organizations
Mission-Aligned Enterprises

Trusted by mission-driven organizations

Case studies

Real systems, real change.

A look at what we've built, and what it made possible.

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Proposal review, 80% faster.

WEPAN was running the ARC Network's annual conference proposal review on email, forms, and spreadsheets, a fragile process that ate staff time and gave leadership no visibility. We replaced it with a custom, automated review system built around how the team actually works. The result was an 80% reduction in manual data processing time.

Read the case study

Modernizing the data behind a 30-year mission.

HOPE needed more than better software. It needed its team to know how to use it. Across a multi-year partnership, we worked on the CRM and data systems and the people around them, so the technology advanced the mission instead of sitting beside it. The HOPE Roster, a public directory of Latina leaders, is the most visible piece of that work.

Read the case study

Ops & Outcomes

Ideas on operations and systems for mission-driven leaders.

Our newsletter and podcast on the systems, data, and leadership work that powers mission-driven impact. Free, and a good way to see how we think.

You Can't Delegate Chaos

If you've ever thought "we don't have time for systems work," this episode is specifically for you.

Listen to podcast

Where AI Actually Helps a Nonprofit (and Where It Doesn't)

Cut through the hype with a grounded look at the nonprofit tasks AI is genuinely good at.

Read the article

Real questions, straight answers

What kinds of organizations do you work with?

Mission-driven organizations that have outgrown their systems. Nonprofits, foundations, scientific and professional associations, and mission-aligned enterprises, most often in the $2M to $15M range. If your team is doing by hand what a system should be doing, you're the kind of organization we work with.

How long does a typical engagement last?

It depends on where you start. A workshop is a single session. An assessment runs 4 to 8 weeks. An implementation runs 3 to 6 months. A fractional partnership is ongoing, usually 12 months and renewable.

We have a limited budget. Is there a minimum engagement size?

Start with a workshop or an assessment. They're the lowest-commitment way in, and they give you a clear, prioritized plan you can act on at your own pace, with us or on your own.

We're not sure which service we need. Where do we start?

Most people start with a conversation, then a workshop or an assessment. You don't need to have the answer going in. Figuring out the right first step is part of the process.

Do you work with our existing staff, or come in as an outside team?

Both, depending on what you need. We embed with your team for an implementation, and we can sit in as fractional operations and technology leadership when you need the role but don't want a full-time hire.

Question we didn't answer?

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