jdlevy & associates

What jdlevy & associates does

JDLevy & Associates (JDLA) is a privately held, founder-owned nonprofit consulting firm headquartered in Jasper, Indiana that provides training, coaching, and philanthropic strategy services to nonprofit organizations. The firm was founded by Jamie D. Levy and has trained more than 50,000 professionals across 30+ countries, serving clients ranging from small inner-city organizations in the United States to large international ministries, faith-based organizations, foundations, educational institutions, healthcare nonprofits, and arts/community groups. JDLA's product surface spans three layers: (1) proprietary consulting methodologies and frameworks such as the Philanthropic Sustainability Framework, Sustainable Fundraising Program Planning, Impact Planning & Performance Measurement Systems, and the Gift Range Chart Builder; (2) a publishing and educational content library including books (MERGED, The Nonprofit Grant Guidebook, Philanthropy, I'm A Board Member. Now What?, Giving For Impact), e-books, video training, and Indiana University O'Neill School class resource bundles (V557, V558, N557); and (3) community assets including the Calibration Point Podcast and the Discover Philanthropy resource platform.

JDLA generates revenue through professional services engagements (board development, strategic planning, capital campaign planning, merger facilitation, leadership coaching, donor economic analysis, outsourced fundraising support), retail product sales via the JDLA Store (books and e-books priced $11.99 to $26.99, video training at $20, class resource bundles at $40), and thought-leadership-driven lead generation through Jamie Levy's recurring faculty positions at Indiana University. The go-to-market is relationship-driven, sales-led, and amplified by testimonials, word-of-mouth referrals, and content distribution. The firm maintains strategic adjacency through FiscAlign Accounting and Financial Services (a separate founding-partner firm), making the JDLA offering effectively a single-entity ecosystem spanning consulting, education, and financial services for the nonprofit sector.

Operationally, JDLA combines boutique-level individualized engagement with academic-talent sourcing from Indiana University (multiple team members hold IU MPA, Philanthropic Studies, and The Fund Raising School credentials). Consulting pricing is not publicly disclosed; product pricing is fully transparent at the low end of the educational market. The company has no disclosed revenue, no external investors, no parent company, and no public listing.

Name

jdlevy & associates

Legal name

JDLevy & Associates, Inc.

Website

https://jdlevyassociates.com

Company type

Private

Operating status

Operating

Short description

JDLevy & Associates is a founder-owned nonprofit consulting firm that provides training, coaching, and philanthropic strategy services — including board development, fundraising program design, capital campaigns, and merger planning — to mission-driven organizations across 30+ countries.

Ownership category

akta.pro rank

Product category

Nonprofit Consulting Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Professional, Scientific, and Technical Services (54)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Research Administration & Grants Management Support (Pre/Post-Award, Compliance) (EDAEALAO), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Nonprofit consulting services
• Fundraising strategy
• Board development
• Capital campaign planning
• Philanthropic sustainability

Headquarters

HQ city

Jasper

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, Technology or R&D, Infrastructure

Revenue model

1. Consulting & Training Services: Professional consulting engagements including board development, strategic planning, fundraising program design, capital campaigns, merger planning, leadership coaching, and impact measurement. Services are delivered through individualized, relationship-based engagements with nonprofit clients.
2. Book & E-book Sales: Sale of published books and e-books covering nonprofit management topics including philanthropy, grant writing, board development, and organizational change. Products sold in both physical and digital formats through the JDLA Store.
3. Video Training & Course Materials: Sale of video training programs and class resource bundles for board development, fundraising, and nonprofit management education.
4. Outsourced Fundraising Support: Hands-on support for core development functions including outsourced fundraising program management and grant proposal development.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

JDLevy & Associates is a principle-centered nonprofit consulting firm that partners with nonprofit organizations to strengthen their infrastructure and amplify impact. The firm delivers relationship-based consulting, training, and coaching across board development, strategic planning, fundraising program design, capital campaigns, planned giving, mergers, leadership coaching, and impact measurement. It also publishes books, e-books, video training, and operates the Discover Philanthropy educational resource platform and the Gift Range Chart Builder online tool.

Product overview

JDLevy & Associates (JDLA) is a principle-centered nonprofit consulting and training firm offering a portfolio of educational resources, digital products, and consulting services. The core offerings include published books (MERGED, The Nonprofit Grant Guidebook, Philanthropy, I'm A Board Member Now What?, Giving For Impact), digital/ebook versions of these materials, video training programs, and educational resource bundles for university courses. Consulting services span Board Development, Mission/Vision Development, Donor Economic Analysis, Sustainable Fundraising Program Planning, Strategic Planning, Leadership Development, Impact Planning, Capital Campaign Planning, Planned Giving, Merger Planning, Creative Services, and Outsourced Fundraising Support. The firm also operates a Client Portal platform for current clients and the Discover Philanthropy online resource platform for educational content distribution.

Differentiator

Problem solved

Functional benefit

Brands

• Discover Philanthropy: Educational resource platform offering books, video courses, training modules, and resource packages for board members, missionaries, church leaders, and fundraising professionals.
• Gift Range Chart Builder
• Calibration Point Podcast Series

Products and services

• MERGED: The Culture of Change in Organizations A nonprofit handbook providing understanding of factors and dynamics influencing the potential success or failure of nonprofit mergers and acquisitions, informed by 22 years of coaching experience.
• The Nonprofit Grant Guidebook
• The Nonprofit Grant Guidebook: Toolkit A toolkit providing detailed analysis of key proposals, highlighting where proposals fell short, why, and how to fix them.
• Philanthropy A nonprofit field guide providing both a philosophical foundation and actionable steps to move nonprofit organizations toward long-term financial sustainability and maximum impact.
• Philanthropy — Study Guide Study guide companion to the Philanthropy book for deeper learning and discussion.
• Philanthropic Sustainability E-Book An ebook designed to equip small to mid-sized nonprofit organizations and their boards with context, frameworks, philosophies, and tools to understand the world of philanthropy and position for long-term fundraising success.
• I'm A Board Member. Now What? A comprehensive guide covering 17 important topics on what board membership means, ranging from roles and responsibilities to liability and fundraising.
• I'm A Board Member. Now What? Video Training Downloadable video training covering topics including Introduction to Board Development, Philanthropy, The Board's Role, Board Culture, and Vision & Mission.
• Giving For Impact A book about creating impact through giving, helping people discover themselves and their unique expressions of creating value in the world around them through a journey of discovery.
• V558 Class Resource Bundle Textbook bundle for Jamie Levy's O'Neill School V558 class on Fund Development for Nonprofits, containing PDF ebooks with 24-hour download access.
• V557 Class Resource Bundle Textbook bundle for students in Jamie Levy's O'Neill School V557 class on Proposal Development & Grant Administration.
• N557 Class Resource Bundle Textbook bundle for Helen Tygret's O'Neill School N557 class, Proposal Development & Grant Administration.
• Board Development Services Customized development strategies including assessments, training, personal involvement planning, and governance resources to help nonprofit boards embrace their leadership role.
• Mission, Vision & Core Values Development Collaborative processes including stakeholder surveys, facilitated sessions, and coaching to align organizational operations with a clear sense of purpose.
• Donor Economic Analysis Comprehensive analysis of donor behavior and fundraising trends to uncover actionable insights, highlighting donor attrition, giving patterns, and constituency ROI.
• Sustainable Fundraising Program Planning & Management Building donor-centered, long-term fundraising programs including strategy design, program toolkits, staffing plans, donor communication strategies, and donor engagement tools.
• Strategic Planning Strategic planning process using stakeholder engagement, SWOT analysis, storyboarding, and strategic logic models to deliver a living plan for decisions and measurable growth.
• Leadership Development & Coaching Executive and team-based coaching focused on authentic leadership, vision alignment, and personal/professional growth using assessments, leadership maps, and succession planning.
• Impact Planning & Performance Measurement Systems Defining, measuring, and communicating organizational impact through theory of change development, logic models, outcome measures, and performance systems.
• Capital Campaign Planning Feasibility assessments, donor interviews, and strategic planning to evaluate readiness and chart a clear course for capital campaigns with donor cultivation and volunteer leadership planning.
• Planned Giving Services Design, launch, and management of strategic planned giving programs including donor readiness surveys, economic analysis, educational primers, and implementation toolkits.
• Merger Planning Facilitation of mission-aligned mergers, collaborations, and strategic partnerships with emphasis on due diligence and successful integration.
• Creative Services Brand identity, logo creation, visual storytelling tools, and website development to help organizations communicate their mission and engage supporters.
• Outsourced Fundraising Support Hands-on support for core development functions including outsourced fundraising program management and grant proposal development, from research to submission.
• Client Portal Secure portal for current clients to view videos, download files, and find content specific to their work with JDLA.
• Discover Philanthropy A resource platform where users can find JDLA books and video courses, plus resource packages created from tried-and-true tools used with clients, tailored for board members, missionaries, church leaders, and fundraisers.

Quantifiable outcome

• 50,000+ professionals/organizations trained across 30+ countries
• +3 more outcomes

Named customers12 records

Segments9 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• FiscAlign Accounting and Financial ServicescoreStrategic or Co-development PartnerJDLA founder Jamie Levy is a founding partner of FiscAlign accounting and financial services, representing a strategic alignment with financial services expertise to serve nonprofit clients comprehensively.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• CCS Fundraising: One of the largest fundraising and philanthropic consulting firms in the US, providing campaign management, fundraising strategy, and development services to nonprofits and foundations — a direct competitor in JDLA's core fundraising consulting lane.
• La Piana Consulting: Nonprofit-focused consultancy specializing in strategic restructuring, mergers, and collaborations — overlapping directly with JDLA's merger planning and organizational development practices.
• Heller Consulting: Consulting firm serving associations and nonprofits with technology, fundraising, and strategic planning services — a comparable boutique advisor in the same customer segment and service mix.
• Tecker International: Strategy and planning consultancy focused on nonprofits, associations, and foundations with similar service offerings around strategic planning, governance, and fundraising strategy.
• Changing Our World: National philanthropic consulting and fundraising services firm serving nonprofits, foundations, and corporations — comparable boutique competitor in fundraising strategy and campaign counsel.
• The Curtis Group: Fundraising and development consulting firm specializing in capital campaigns, feasibility studies, and major gift programs — directly comparable campaign planning practice to JDLA's Capital Campaign Planning service.
• Foundation Strategy Group: Consulting firm advising foundations and nonprofits on strategy, grantmaking, and capacity building — operates in JDLA's foundation client segment with comparable strategy and grant development offerings.

Broad incumbents

• Bridgespan Group: Major nonprofit and philanthropic sector consulting firm advising on strategy, fundraising, governance, and mergers; serves larger institutions and foundations than JDLA but competes for nonprofit leadership engagements.
• Bain & Company (Nonprofit Practice): Global management consulting firm with an active nonprofit and philanthropy practice serving foundations, NGOs, and social-sector clients — competes for the upper end of strategic engagements JDLA targets.
• CohnReznick (Nonprofit Practice): Major accounting and advisory firm with a dedicated nonprofit practice providing consulting, audit, and tax services — overlapping with JDLA's FiscAlign-adjacent service areas and serving the same nonprofit buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 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 jdlevy & associates