Philanthropic Advisory Services

whitePaper | October 10, 2022

In a digital-first world, every organization needs a data management plan. Yet, fewer than 25% of nonprofits report having a plan in place. This means data is infrequently shared across departments and rarely used to make decisions or predict future stakeholder behaviors.

whitePaper | December 21, 2021

We live in a world that is changing both rapidly and dramatically. Climate change threatens hundreds of millions. Policy changes have reduced or eliminated many of the benefits in healthcare, education, and other areas. Mass migration overwhelms the availability of resources needed as a result of the influx of new immigrants. The public sector can’t keep up, which means that philanthropy needs to work harder than ever to fill the gaps and improve people’s lives. At the same time, philanthropy has a new generation of mega-donors, many of whom come from the tech sector and find the established processes in funding dated and limiting: they lack capacity, visibility, and the ability to collaborate widely. The rapid growth in donors and money flowing through the system, coupled with the increasing demand for nonprofits to meet needs locally and globally, make it harder for all of us to quickly and efficiently connect funders to the boots on the ground.

whitePaper | October 28, 2021

A recent survey sent to over 1,000 foundations and nonprofits showed that both stakeholders agree that collaboration is the key to tackling complex issues. However it also illuminated a lack of alignment around key outcomes of collaboration and the advantages it can offer. So how can we create an optimal approach to collaboration, reaping its potential benefits, if we aren’t all approaching partnerships with the same goals? Learn more about the findings of the survey in this new report from UpMetrics, and get your next steps to set your organization up for success with future collaborative efforts.

whitePaper | July 5, 2022

In supporting Grantee Capacity: Strengthening effictiveness together, we look at how funders approach building capacity with grantees. through example from foundation ranging in size, mission, and geography, we explore various strategies for capacity building and the type of awareness that funders can choose to incorporate in decision making to faciliate informed, thoughtful judgements about strengthening organization.

whitePaper | December 26, 2019

SCORE is a more than 40 year old non-profi t with over 10,500 volunteers who provide free business counseling and no or low-cost workshops to new and emerging small businesses nation wide. In 2005, SCORE counselors volunteered over 1,000,000 hours in counseling and workshop services. While most of SCORE’s work has focused on small businesses, over the years it has assisted some startup and emerging non-profi t organizations, particularly on business issues. As a result of these experiences, SCORE strongly believes that to be effective, competitive and sustainable, non-profi ts must not only be caring and creative, they must run their operations as businesses.

whitePaper | October 25, 2021

Delivering social impact is the main purpose for a nonprofit organization, so anything that gets in the way of that must be reduced or eliminated. The right technology can help remove these barriers, but it must fit the needs of the business and be approached strategically – with cloud ERP systems designed specifically for the sector.