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Chronicle of Philanthropy·
Stanford Social Innovation Review·
NonProfit PRO·
NPR·
Philanthropy News Digest·
Inside Philanthropy·
Chronicle of Philanthropy·
Stanford Social Innovation Review·
NonProfit PRO·
NPR·
Philanthropy News Digest·
Inside Philanthropy

"The consultant 247 nonprofits called when the mission was at stake."

As seen in the field

Est. 2016  ·  Nonprofit Operations  ·  Executive Advisory

The consultant 247 nonprofits called when the missionwas at stake.

Steward sits across the table from executive directors drowning in compliance audits, lapsed grants, and boards that haven't fundraised in years — and rebuilds the operational backbone so the mission can breathe again.

Serving founding EDs, board chairs, and interim leaders of nonprofits with $250K–$5M annual budgets.

Download Board Health Checklist
Client work, 2016–2026247 engagements
01/Compliance & Audit Recovery

When the auditor finds what the board missed.

A founding ED at a $1.4M community health nonprofit received a qualified opinion on three consecutive audits. Grant renewals were stalling. The finance committee hadn't met in fourteen months. We rebuilt the internal controls, restaffed the treasurer role, and cleared the audit backlog in a single fiscal year.

Clean audit. Grant renewed. Board finance committee meeting monthly — for the first time in four years.

Most compliance crises are governance crises wearing a finance hat. We treat both simultaneously.

3 audits cleared

Consecutive qualified opinions resolved in 11 months

Organizations in this engagement cluster

Eastside Community Foundation

Community development · $1.8M

Northgate Health Alliance

Public health · $950K

River District Neighbors

Housing advocacy · $620K

Millbrook Arts Council

Arts & culture · $410K

+340%

Board giving increase over 18-month engagement

Organizations in this engagement cluster

Lakeview Health Foundation

Health equity · $2.1M

Sunrise Family Services

Social services · $1.3M

Cedar Valley Hospice

Palliative care · $780K

Harbor Youth Initiative

Youth development · $490K

02/Board Fundraising & Governance

A board that hadn't fundraised in three years.

The board chair of a regional health foundation inherited an organization where eleven of fourteen board members had never made a personal gift. We redesigned the board giving agreement, ran a two-day board retreat, and built an individual solicitation pipeline from scratch. Board giving increased 340% in 18 months.

340% increase in board giving. Every member made a personal gift for the first time in the organization's history.

Board culture doesn't change through policy. It changes through structured conversation and clear expectations, held consistently.

03/Succession & Interim Leadership

Sixty days to fiscal year close. No ED. No succession plan.

A program director at a $2.3M workforce development nonprofit was handed the organization when the founding ED resigned with sixty days left in the fiscal year. No transition documents. No board succession policy. We stepped in as operational advisor, closed the year clean, and built the succession infrastructure before the permanent hire arrived.

Fiscal year closed within 2% of budget. Permanent ED hired into an organization with a documented operational backbone for the first time.

Interim leadership crises are rarely about the leader. They're about the systems that were never built while the founding ED held everything in their head.

60 days

To close a fiscal year with no transition plan in place

Organizations in this engagement cluster

Metro Workforce Alliance

Workforce development · $2.3M

Greenfield Literacy Project

Education · $340K

Westside Immigrant Services

Immigration support · $1.1M

Clearwater Land Trust

Conservation · $870K

05/

How we work

The field manual,
chapter by chapter.

No discovery theater. No 90-page strategy decks that sit on a shelf. Steward works in the operational layer — bylaws, budgets, board dynamics — where change is actually made.

01Entry point

Diagnostic Call

45 minutes. We map what's broken, what's urgent, and what's structural. You leave with clarity regardless of whether we work together.

02Week 1–2

Operational Audit

We read your bylaws, grant agreements, financials, and board minutes. Two weeks of deep reading before we make a single recommendation.

03Days 14–90

Rebuild Protocol

A phased engagement — typically 90 days — targeting the highest-risk operational gaps. No retainer lock-in. Deliverables at every milestone.

04Exit condition

Institutional Transfer

Every system, template, and process we build gets documented and handed off. You own the backbone. We step back when the mission is breathing.

04/

Start here

Book a
Diagnostic Call.

A 45-minute conversation to map what's broken, what's urgent, and whether Steward is the right fit. No pitch deck. No retainer required to book.

We review every request personally.

Free resource

The Board Health
Checklist

The 23-point diagnostic we run on every board before our first engagement. Identifies governance gaps, giving capacity, and succession risk — in under 20 minutes.

  • Governance structure audit
  • Individual giving baseline
  • Succession readiness score
  • Meeting cadence health

No marketing emails. One delivery. Unsubscribe anytime.

"I printed this checklist and brought it to my next board meeting. We identified three governance gaps we'd been ignoring for two years."

— Diane Okafor, Executive Director, Eastside Community Foundation