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Operational Resilience for Foundations That Plan to Last

Your mission is built for generations. Your technology should be too.

The quiet risks foundations carry

Here's the thing: most foundations don't think of themselves as cybersecurity targets. But the data you hold says otherwise.

Wealth management-grade data, minimal IT budgets

Foundations handle trust records, donor PII, and estate documents on infrastructure that was never designed for that level of sensitivity. That's a blind spot with real consequences.

Irreplaceable records

Trust agreements, planned giving documentation, and beneficiary records (the kind of documents that define a family's legacy). If these are lost or exposed, there is no rebuilding them.

Untested backups

Most foundations have never verified whether their backups actually produce a usable restore. That's not a backup; that's false comfort.

Breach exposure is real

The Blackbaud breach cost $56M+ in settlements and exposed data from 13,000 nonprofits. Foundations are targets, not bystanders.

Built for organizations like yours

Private foundations ($5M-$50M in assets)

Community foundations handling planned giving

Family foundations planning for multi-generational impact

Nonprofits with active planned giving programs

Compliance Readiness Assessment

10 days. Fixed fee. Board-ready reporting.

Nonprofit Data Protection NIST CSF Disaster Recovery Verification

What we do

  • Gap analysis mapped to nonprofit data protection standards
  • Real disaster recovery test. We restore your backups and prove they work
  • Systems inventory and risk prioritization
  • Board-ready reporting your leadership team can actually use

What you get

  • Gap analysis with nonprofit-specific mapping
  • Risk register: prioritized, evidence-backed
  • 90-day resilience roadmap with owners and deadlines
  • Maturity scorecard
  • Disaster recovery report with restore verification

Your team's time commitment: approximately 3-5 hours over 10 business days. We know you're lean; we designed this to stay out of your way.

How We Work

Minimal disruption. Maximum clarity.

1

Intro call

Quick conversation about your foundation, your systems, and what concerns your leadership team

2

Kickoff + scope lock

We define exactly what we're assessing. No scope creep, no surprises

3

Assessment + restore test

Gap analysis, systems inventory, and a real disaster recovery test

4

Readout + roadmap

We walk your team through findings, priorities, and next steps. Board-ready documentation included

5

Optional remediation

We can close the gaps or hand off cleanly to your IT provider. No lock-in, no drift back to where you started

Questions Foundations Ask Us

How much does this cost?
Depends on your foundation's size and what you're dealing with. Book an intro call and we'll give you a specific number. We price fairly and we're transparent about it.
Do we need board approval?
Most executive directors can approve this without a full board vote. We provide a one-page scope summary you can share with your board if needed.
How much of our team's time does this take?
3 to 5 hours over 10 business days. We designed this for lean teams; we handle the heavy lifting.
What if we don't have IT staff?
That's exactly who this is for. Most foundations we work with don't have dedicated IT. We coordinate directly with your team and any vendors you use.

Let's see where your foundation stands.

Book a 30-minute conversation or send us a message. No pitch deck, no pressure.

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Prefer to talk?

Book a 30-Minute Intro Call

30 minutes. No pitch deck. Just a conversation about what's protecting your mission.