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.
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.
Intro call
Quick conversation about your foundation, your systems, and what concerns your leadership team
Kickoff + scope lock
We define exactly what we're assessing. No scope creep, no surprises
Assessment + restore test
Gap analysis, systems inventory, and a real disaster recovery test
Readout + roadmap
We walk your team through findings, priorities, and next steps. Board-ready documentation included
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?
Do we need board approval?
How much of our team's time does this take?
What if we don't have IT staff?
Let's see where your foundation stands.
Book a 30-minute conversation or send us a message. No pitch deck, no pressure.
Prefer to talk?
Book a 30-Minute Intro Call30 minutes. No pitch deck. Just a conversation about what's protecting your mission.