Social Impact Advisors

What Social Impact Advisors does

Social Impact Advisors is a privately held, founder-owned nonprofit fundraising consultancy headquartered in Edwards, Colorado (PO Box 536, Edwards, CO 81632). The firm provides professional fundraising and development services to socially responsible nonprofits, government entities, civic organizations, and—via a separate service track—families, foundations, and family offices seeking philanthropic giving plan design. Core offerings include development assessments and ROI analysis, fundraising plan and case for support creation, grant writing (with a claimed 90%+ success rate), capital and endowment campaigns, feasibility studies, major gift and annual giving programs, board governance and development, and ongoing fundraising coaching and mentoring. Named and visible clients include Eagle Valley Land Trust, AMA, Back2Back, Guardian Scholars, a Montessori organization, SOS, TOV, VIC, and EVCF.

The firm operates a hands-on, embedded consulting model in which a 2–5 person core team (Founder & CEO Katie Santambrogio and Project Manager & Senior Consultant Erin Gersbach) functions as an extension of client organizations rather than as directive advisors. There is no proprietary technology platform; service delivery is relationship-based, human-driven, and supported by standard consulting collateral (case for support, feasibility studies, donor prospect research). The go-to-market motion is sales-led, initiated primarily via the firm website contact form, word-of-mouth referrals, and a 2022 strategic partnership with Kansas City-based Byrne Pelofsky & Associates that extends reach across the United States and adds over 100 years of combined fundraising and public sector experience.

Revenue is generated exclusively through project-based professional services engagements with quote-based, tailored pricing; no subscription, product, or licensing revenue is disclosed. The firm is privately held with no institutional investors, no disclosed funding rounds, and no parent or subsidiary structure. Operations are entirely U.S.-based and the firm holds no patents, trademarks, regulatory licenses, or AI/ML capabilities.

Name

Social Impact Advisors

Legal name

Social Impact Advisors

Website

https://socialimpactadvisors.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Social Impact Advisors is a privately held, founder-owned nonprofit fundraising consultancy that delivers development assessments, grant writing, capital campaign management, feasibility studies, major gift programs, and board governance services to nonprofits, government entities, and foundations across the United States.

Ownership category

akta.pro rank

Product category

Nonprofit Fundraising Consulting

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Grantmaking and Giving Services (81321)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Public Charities & Grantmaking Intermediaries (BPAGAKAE)

Keywords

• Nonprofit fundraising consulting
• Grant writing services
• Capital campaign planning
• Development assessment consulting
• Board governance advisory

Headquarters

HQ city

Edwards

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Consulting Services: Professional consulting services for nonprofit fundraising including development assessments, fundraising plans, grant writing, capital campaigns, and governance support. Services are project-based and tailored to client needs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Social Impact Advisors is a Colorado-based fundraising consulting firm that partners with socially responsible nonprofit organizations, government entities, and civic organizations to help meet fundraising goals and realize strategic visions. The firm sells a portfolio of development consulting services including development assessments, fundraising plans, case for support creation, grant writing, capital and endowment campaign feasibility studies, major gift and annual giving programs, governance and board development, and ongoing coaching and mentoring. It also designs and implements philanthropic giving plans for families, foundations, and family offices.

Product overview

Social Impact Advisors is a consulting firm providing a suite of fundraising and development services for socially responsible nonprofits, government entities, and civic organizations. Their integrated service portfolio includes development assessment, fundraising planning, grant writing (with 90%+ success rate), capital and endowment campaigns, major gift programs, board governance development, and fundraising training/coaching. These services work together as a comprehensive fundraising solution—consultants assess organizational needs, develop strategic plans and cases for support, implement campaigns, and provide ongoing coaching to build sustainable revenue streams for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Development Assessment Examines the foundations of an organization and its current approach to fundraising, including stakeholder interviews and ROI analysis of fundraising initiatives, delivered to nonprofit leaders and boards as the diagnostic entry point of an engagement.
• Fundraising Plan & Case for Support Develops a comprehensive fundraising plan aligned with organizational strengths, weaknesses, and revenue gaps, and produces a compelling case for support usable for capital, annual, and major gift campaigns; delivered as a hands-on partnership engagement with client staff.
• Grant Writing Provides comprehensive grant support including research, identification, proposal writing, and funder reporting; positioned with a claimed over-90% success rate in securing grants for clients.
• Capital Campaigns, Endowment Campaigns & Feasibility Studies Conducts comprehensive feasibility studies to assess campaign readiness, including review of donor giving history, wealth screenings, stakeholder interviews, and full campaign plan development with named donor strategies prior to launch.
• Major Gift & Annual Giving Programs Develops and implements major gift and annual giving programs, including donor prospect wealth screening, donor profiling, engagement plans, and donor retention strategies for nonprofit development teams.
• Governance & Board Development Provides board training and coaching using a strengths-based, relationship-focused model to enhance board effectiveness, align the board with the strategic plan, and strengthen board fundraising engagement.
• Fundraising Training, Coaching & Mentoring Provides ongoing mentoring and coaching support for leadership teams, staff, boards, and volunteers on fundraising best practices, donor engagement, and solicitation techniques, building sustainable internal fundraising capacity at the client organization.

Quantifiable outcome

• Over 90% success rate in securing grants for clients
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 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.

• Byrne Pelofsky & AssociatescoreStrategic or Co-development Partner · 1 January 2022Kansas City, Missouri-based nonprofit consulting firm co-founded by Jeffrey Byrne and Lisa Pelofsky. In 2022, Social Impact Advisors and Byrne Pelofsky joined forces to support a broader range of nonprofit, foundation, and government entities. The strategic partnership provides clients with over 100 years of combined fundraising and public sector experience, expanded service offerings, deeper sector knowledge, and additional resources across local, regional, and national scales.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Network for Good: Software-plus-services nonprofit fundraising platform offering donor management, fundraising coaching, and campaign support—competes with SIA's grant writing and donor engagement services via a more scalable model.
• Rockefeller Philanthropy Advisors: Established philanthropic advisory and grantmaking services organization serving families, foundations, and corporations—the most direct comparable on SIA's family/foundation philanthropic planning segment.

Direct peers

• Pursuant: Full-service fundraising and donor engagement firm combining consulting with technology-enabled campaigns—overlaps with SIA on strategy and capital campaign work while adding digital execution capability.
• Marts & Lundy: Specialist fundraising consulting firm with deep capital campaign, planned giving, and development assessment expertise, serving educational, healthcare, arts, and social service nonprofits—closely comparable to SIA's vertical mix.
• Graham-Pelton: Nonprofit fundraising and executive search consulting firm offering campaign counsel, feasibility studies, and development audits—directly comparable offering set to SIA.
• BWF (formerly Bentz Whaley Flessner): Nonprofit fundraising consultancy focused on campaign planning, fundraising talent acquisition, and advancement services—competes in the same capital campaign and major gift space.
• The Larkspur Group (formerly Grenzebach Glier & Associates): International fundraising and philanthropic strategy consultancy serving higher education, healthcare, and nonprofits—directly comparable in capital campaigns and donor strategy services.
• Campbell & Company: One of the largest US nonprofit fundraising and executive search consulting firms, offering development assessments, capital campaigns, feasibility studies, and major gift programs—directly overlapping SIA's core service lines.
• Kellen Company: Association and nonprofit management consulting firm providing fundraising, strategic planning, and governance support to member-based and charitable organizations—comparable to SIA's nonprofit governance offerings.
• CCS Fundraising: Major nonprofit fundraising consultancy providing campaign management, development planning, and fundraising staffing—competing head-to-head with SIA for mid-sized and large nonprofit engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/socialimpactadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Social Impact Advisors