The Go-To Partner for Community Foundation Technology

Go beyond software implementation. We help foundations make strategic, informed decisions that support long-term growth and impact.

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Beyond consulting. A true partnership.

We offer a fundamental difference from large, multi-sector consulting firms. As a specialized, independent firm, our focus is singular: the success and stability of Community Foundations. We are invested in your mission, not just your bottom line.

Commitment Over Contract

Every engagement is the start of a deep, continuous partnership, ensuring your organization has a consistent, knowledgeable advisor as you grow.

Agile & Adaptable

Our structure allows us to be nimble, moving quickly to address evolving challenges and providing dedicated, hands-on support through every phase.

Unmatched Sector Insight

We leverage decades of combined experience dedicated to foundation technology to bring practical, proven best practices directly to your team.

Key Areas of Strategic Focus

We possess hands-on knowledge across the entire landscape of foundation-specific technology, ensuring objective evaluations and successful transitions.

  • Financial ERP, Donor Management (CRM), Grantmaking, and Donor Advised Fund (DAF) administration.

  • We guide foundations through complex migrations and optimization across major platforms including Salesforce, Foundant, Sage Intacct, Blackbaud, and other sector-specific solutions.

Ready to talk about your technology needs?

Connect with us today to discuss your next software search or implementation project. We turn complexity into a clear, actionable plan.

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