Coming soon, the launch of Momentum One AI designed to help nonprofits harness the power of AI
Community Foundation Strategic Growth
How to Grow Assets Under Management
and Diversify Revenue
Community foundations are at a pivotal moment
Asset growth is slowing. Donors are increasingly interested in permanent endowments and legacy impact, not just donor-advised funds. Boards feel pressure to lead but lack a clear playbook. And the largest wealth transfer in history is underway, creating a narrow window for foundations to secure long-term capital.
This is where Momentum One comes in
Momentum One's Community Foundation Strategic Growth division helps foundations accelerate sustainable asset growth through intentional strategy, new funding vehicles, and board-driven execution.
Community Foundation Strategic Growth Partnership
Momenum One provides a structured pathway to help community foundations diagnose growth barriers, design a clear strategy, and execute for long-term capital formation.
Growth Diagnostic:
Understand Where Your Growth Is Stalling
Before designing a growth strategy, foundations need a clear understanding of what is working, what is not, and where the greatest opportunities exist.
The Momentum One Growth Diagnostic provides a data-driven assessment of your foundation's asset growth potential. Using your diagnostic findings, we develop strategic growth strategies grounded in research and your current operational and fiscal realities. Our approach is designed for lean teams, helping you drive exponential revenue growth without requiring significant staffing expansion.
By focusing resources on your greatest opportunities, Momentum One helps you build sustainable growth that aligns with what your team can realistically execute.
What We Analyze:
Asset Growth Performance
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Historical asset growth vs. peer benchmarks
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Endowment vs. donor-advised fund mix
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Revenue diversification
Donor & Fundholder Pipeline
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Donor lifecycle analysis
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DAF retention and conversion potential
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Planned giving readiness
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Legacy planning with next generation
Community Wealth Landscape
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Regional wealth trends
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Business owner and liquidity opportunities
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Competitive philanthropic landscape
Organizational & Board Capacity
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Board engagement in philanthropy
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Development team structure
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Strategic clarity and growth alignment
Deliverables
• Growth Opportunity Assessment
• Peer Benchmarking Analysis
• Donor Pipeline Insights
• Board & Organizational Readiness Review
• Top 5–7 Strategic Growth Opportunities
Outcome:
Leadership gains clear insight into the biggest drivers of future asset growth.
Ready to grow, schedule a discovery call today: Maria@momentumoneconsulting.com