Mission-Driven Tech Strategy Retainer

Ongoing, executive-level partnership to keep your nonprofit innovative, effective, and future-ready.

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A Partnership for Lasting Nonprofit Impact

Our retainer packages provide your organization with continuous access to expert technology strategy, innovation guidance, and executive support. We work alongside your leadership team to ensure every tech decision advances your mission and maximizes your impact.

Choose the Right Level for Your Organization

We offer three partnership tiers to fit your needs—whether you want foundational support or a fully immersive innovation experience.

Essential Innovation Retainer

  • Quarterly tech stack review and audit (security, accessibility, data hygiene)
  • Quarterly technology strategy sessions (roadmapping, budgeting)
  • Executive/board Q&A and support
  • AI/tech adoption guidance

Growth Partner Retainer

  • Everything in Essential, plus:
  • Monthly technology strategy sessions
  • Executive coaching on tech adoption, digital fundraising, and board presentations
  • On-demand advisory for vendor selection, RFPs, or integration planning

Impact Accelerator Retainer

  • Everything in Growth, plus:
  • Project management oversight for key initiatives
  • Annual innovation workshop
  • Custom reporting & analytics
  • Tailored AI enablement

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How Our Retainer Partnership Works

  • We start with a discovery session to understand your mission, goals, and challenges.
  • You’ll receive a tailored engagement plan and clear communication schedule.
  • Our team becomes your ongoing tech strategy partner—proactive, responsive, and mission-focused.
  • We adjust our support as your organization evolves, ensuring continuous alignment and value.

Why Choose a Retainer Partnership?

  • Predictable, ongoing access to executive-level expertise
  • Proactive strategy and innovation—not just reactive troubleshooting
  • Stronger leadership alignment and board confidence
  • Flexible support that scales with your organization’s needs
  • Trusted partnership for long-term technology success

FAQs

Who is this for?

Our retainer partnerships are designed for nonprofit executive teams, boards, and leaders who want ongoing, high-level technology strategy and innovation support. Whether you’re scaling, modernizing, or seeking to future-proof your organization, our retainers are ideal for those who value proactive guidance and a trusted, mission-aligned partner.

What’s included at each level?

Each partnership tier offers a tailored blend of strategy sessions, tech audits, executive support, and innovation guidance:

  • Essential Innovation Retainer: Quarterly tech reviews and strategy sessions, executive/board Q&A, and foundational AI/tech adoption advice.
  • Growth Partner Retainer: Everything in Essential, plus monthly sessions, executive coaching, and on-demand advisory for vendor selection and integrations.
  • Impact Accelerator Retainer: Everything in Growth, plus project management oversight, an annual innovation workshop, custom reporting/analytics, and hands-on AI enablement.

How do we choose the right tier?

We’ll help you assess your organization’s needs, goals, and current tech landscape during a free consult. Smaller or early-stage organizations often start with Essential, while those seeking deeper engagement, transformation, or oversight benefit from Growth or Impact tiers. We’ll recommend the best fit based on your mission, budget, and strategic priorities.

What’s the commitment?

Retainers are typically structured as annual partnerships, with quarterly reviews to ensure alignment and satisfaction. This provides stability and allows us to deliver real, lasting impact. Flexible arrangements are available if you have unique needs or timelines.

Can we upgrade/downgrade as our needs change?

Absolutely. As your organization evolves, you can move between tiers to match your current priorities and capacity. We’ll review your engagement regularly and recommend adjustments to ensure you’re always getting the right level of support.

What if we need development or implementation support?

While our retainers focus on strategy, planning, and executive guidance, we also offer “strategy-led delivery” as an add-on for select projects. If you need hands-on implementation—such as system integration, migration, or custom development—we’ll scope this separately and manage the work to align with your strategic goals.

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Ready to Transform Your Nonprofit’s Technology?

Book a free consult to discuss which retainer partnership is right for your organization.

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