Aperio Philanthropy

What Aperio Philanthropy does

Aperio Philanthropy is a privately held U.S. fundraising consulting firm that helps nonprofit organizations generate diversified, sustainable revenue growth. Founded in 2018 and headquartered in Brooklyn, NY, with a second office in Kansas City, MO, the firm delivers hands-on consulting — strategy, major-gifts program development, board engagement, and fundraising team leadership — by embedding practitioners alongside client teams rather than producing strategy decks in isolation. Every team member is described as a former fundraiser at leading nonprofits (e.g., Managing Director Cat Slack was Chief Philanthropy Officer at Second Harvest of Silicon Valley; Director of Client Services Jessica Jones led donor relations at Johns Hopkins' Krieger School of Arts and Sciences). Named engagements include Food Bank For New York City, where Aperio reportedly built a major-giving program from the ground up.

The business is structured as a services-plus-community model. Beyond core consulting, Aperio sells Data & Analytics Services (screening, segmentation, prospect research) and accesses variable delivery capacity through an Expert Network of specialists in writing, design, data analytics, research, and DevOps. A community platform called Fearless Fundraisers — comprising a free virtual book club, panel discussions, happy hours, and a resource library of branded Aperio Guides — functions as a top-of-funnel demand and thought-leadership channel. A separate Trainings offering provides professional development, and a Pro-bono track serves eligible nonprofits. The firm does not develop proprietary technology products and uses standard tools (CRM, Asana, virtual meeting platforms).

Commercially, Aperio monetizes primarily through professional-services engagements; pricing is not publicly disclosed. The firm is bootstrapped (Aperio Philanthropy LLC, no disclosed funding rounds, no parent company) and operates nationally across the United States. Strategic positioning is reinforced by an ongoing co-branded partnership with NYU SPS's George H. Heyman, Jr. Program for Philanthropy and Fundraising, established in April 2023, which anchors thought-leadership credibility in the nonprofit sector.

Name

Aperio Philanthropy

Legal name

Aperio Philanthropy LLC

Website

https://aperiophilanthropy.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Aperio Philanthropy is a U.S. fundraising consulting firm that embeds former practitioners alongside nonprofit teams to build major-giving programs, systems, and sustainable revenue, supplementing consulting with a "Fearless Fundraisers" community, trainings, and pro-bono services.

Ownership category

akta.pro rank

Product category

Nonprofit Fundraising Consulting

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Business, Professional, Labor, Political, and Similar Organizations (8139)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD)

akta.pro secondary industry

Fundraising & Annual Giving (EDALAOAB)

Keywords

• Fundraising consulting
• Nonprofit advisory
• Major gifts strategy
• Donor development services
• Board engagement consulting

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fundraising Consulting Services: Aperio provides hands-on fundraising consulting services to nonprofit organizations. Their experts work alongside client teams to produce results quickly and set organizations up for future success. Services include building major giving programs from the ground up, developing systems and processes, and generating diversified, sustainable revenue growth.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Aperio Philanthropy provides hands-on fundraising consulting services to nonprofit organizations, embedding experts alongside client teams to build major giving programs, develop fundraising systems and processes, and generate diversified, sustainable revenue growth. The firm supplements its consulting engagements with training programs, pro-bono services, and the Fearless Fundraisers community platform, which offers educational resources, virtual events, and downloadable guides for nonprofit leaders.

Product overview

Aperio Philanthropy is a fundraising consulting firm that provides hands-on support to help nonprofits generate sustainable revenue growth. The company operates a services-plus-community model, combining direct consulting engagements with the Fearless Fundraisers platform that offers educational resources, virtual events (book clubs, panel discussions, happy hours), and downloadable guides and templates. Core consulting services include strategic planning, major gifts program development, data analytics, and prospect research, supported by an Expert Network of specialized professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Fundraising Consulting Services Hands-on fundraising consulting that partners directly with nonprofit organizations to generate sustainable revenue growth. Includes strategic planning, major gifts program development, board engagement, and fundraising team leadership delivered alongside client staff.
• Trainings Professional development and training programs for nonprofit staff and leadership on fundraising best practices.
• Pro-bono Services Complimentary consulting services provided to eligible nonprofit organizations to support their fundraising capacity building.
• Data & Analytics Services Data screening, segmentation, and prospect research services to support fundraising strategy and portfolio creation for nonprofits.
• Expert Network A network of subject-matter experts providing specialized services in writing, design, data analytics, research, and DevOps to support client fundraising deliverables.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NYU SPS George H. Heyman, Jr. Program for Philanthropy and FundraisingcoreStrategic or Co-development Partner · 20 April 2023Aperio has an ongoing partnership with NYU's George H. Heyman, Jr. Program for Philanthropy and Fundraising within the Center for Global Affairs. Together they host a three-part virtual series on philanthropy topics including crisis response, housing equity, and decolonizing philanthropy. This partnership positions Aperio as a thought leader in the philanthropy space while providing educational content to the nonprofit sector.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• The Bridgespan Group: The Bridgespan Group is a leading nonprofit and philanthropic advisory firm that provides strategy, organizational development, and fundraising consulting to foundations and nonprofits. It is highly comparable to Aperio given its shared focus on the social sector and emphasis on practical, outcomes-driven advisory work.
• Campbell & Company: Campbell & Company is a fundraising and advancement consulting firm serving nonprofits, higher education, and healthcare organizations. It directly competes with Aperio on major gifts program design, fundraising strategy, and campaign counsel engagements.
• GG+A (Grenzebach Glier and Associates): GG+A is a fundraising and philanthropic management consulting firm serving higher education, healthcare, and cultural institutions. It is comparable to Aperio for its analytics-driven fundraising advisory services and similar client base of mission-driven organizations.
• Bentz Whaley Flessner: Bentz Whaley Flessner is a fundraising consulting firm specializing in campaign counsel, major gifts, and advancement services for nonprofits and educational institutions. It is a direct peer competing on similar fundraising advisory engagements.
• The Alford Group: The Alford Group is a consulting and executive search firm serving nonprofits, with practices in fundraising, campaign planning, and board development. It directly overlaps with Aperio's nonprofit advisory and capacity-building offerings.
• Heller Consulting: Heller Consulting provides nonprofit CRM, fundraising technology, and consulting services, helping organizations implement Salesforce-based fundraising solutions. It is comparable to Aperio as a mission-aligned advisory firm supporting nonprofit fundraising operations.
• Mission Advancement Corp: Mission Advancement Corp is a fundraising consulting firm providing campaign counsel, feasibility studies, and development assessments to nonprofits. It is a direct peer given its parallel focus on small and mid-sized nonprofit clients seeking fundraising support.
• Marts & Lundy: Marts & Lundy is a fundraising and philanthropy consulting firm specializing in campaign planning, advancement strategy, and donor engagement for nonprofits. It directly competes with Aperio in the fundraising advisory space, particularly with cultural and educational institutions.

Broad incumbents

• Blackbaud: Blackbaud is a large software and services provider serving the social good community, with fundraising CRM, analytics, and consulting offerings. It is a broad incumbent that overlaps with Aperio's data, prospect research, and fundraising strategy services but at much greater scale.
• DonorPerfect: DonorPerfect is a nonprofit fundraising software and services company offering CRM, donor management, and training resources. It is a broad incumbent adjacent to Aperio's prospect research and donor engagement advisory work.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/aperio-philanthropy

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aperio Philanthropy