THE SAVY GROUP · Strategy • AI • Automation • Data • Operations

2027 Founding Nonprofit Partner Program

Savy Nonprofit Digital Advantage

Give your nonprofit the power of an AI-enabled team — without adding an entire payroll.

The Savy Group helps nonprofits step into AI, automation, databases, digital visibility and stronger operations without building an internal technology department.

Save timeStay organizedBuild useful databasesIncrease visibilityStrengthen fundraising infrastructure

A meaningful starting point

Included Savy AI Business Audit.

Every accepted Nonprofit Digital Advantage partnership begins with a complete audit—no additional audit fee. We examine where the organization works today and return a prioritized roadmap for practical AI, automation and stronger systems.

Included in the partnership

Savy AI Business Audit

Know what to improve first, second and third. AI-powered. Human-led.

Operations & workflowsAdministrative processesMarketing & social presenceDonor & sponsor systemsVolunteer systemsDatabases & data organizationTechnology & softwareRepetitive tasksOutreach processesGrowth bottlenecksAI opportunitiesAutomation opportunities

Your prioritized roadmap identifies where AI, automation and improved systems can make the biggest practical difference for your mission.

Purpose-built support roles

Your AI-powered digital team.

Your organization may receive multiple purpose-built AI agents configured around approved information and workflows, with people directing, reviewing and approving their work.

01 / VISIBILITY

Content + Marketing

Support content planning, messaging, campaigns and digital visibility.

02 / INTELLIGENCE

Research + Intelligence

Support sponsor and donor prospect research, partnerships, community resources and opportunity intelligence.

03 / ENGAGEMENT

Outreach + Follow-Up

Help organize communications, engagement workflows and follow-up systems.

04 / EXECUTION

Administration + Operations

Support repeatable administrative work, documentation and internal workflows.

05 / STRUCTURE

Data + Database Support

Help organize sponsors, donors, volunteers, partners, programs and community resources.

AI-powered. Human-led. Capacity protected.AI supports the work; nonprofit leadership and qualified people retain judgment, oversight and responsibility.

The monthly foundation

What is included every month.

Consistent operating support plus a focused project that builds on the prior month’s work.

01

Monthly Strategy Session

30-minute strategy, priority and bottleneck review.

02

Digital Visibility

Up to 8 scheduled posts per month, content planning and an automation-ready visibility system for donors, volunteers, partners and the community.

03

AI Agent Support

Purpose-built AI support roles around approved organizational information and workflows.

04

Database Support

Maintain or expand one Savy-built donor, volunteer, sponsor, partner or resource database.

05

Automation Support

Maintain up to two basic workflows or automations.

06

Digital Operations Check

Review forms, links, systems and key workflows.

07

Monthly Impact Snapshot

A clear summary of what Savy completed, what changed and what should improve next.

08

Rotating Implementation

One focused implementation project from the 12-month nonprofit roadmap.

Scope and work priorities are confirmed together. Specialized tools, large custom builds and external costs are separate.

12-month partnership

What a year with Savy can build.

Each month pairs your foundational support with one rotating implementation focus.

Month 01Digital Foundation + AI Business Audit
Month 02Database Development
Month 03Digital Visibility + Social Automation
Month 04Volunteer Operations
Month 05Fundraising Systems
Month 06Sponsor + Opportunity Research
Month 07AI for Nonprofits
Month 08Forms + Intake Automation
Month 09Website Optimization
Month 10Community + Partnership Development
Month 11Impact + Reporting Systems
Month 12Annual Automation Review + Year 2 Strategy

Foundational support + one rotating implementation focus each month. This is not unlimited custom work. Larger builds may be scoped as additional Savy services.

Annual partner exclusive

The Savy Signature Impact Event™

A premium fundraising-event planning partnership that puts your Savy-built databases, outreach, visibility and workflow systems to work around a real campaign.

Event eligibility begins after four completed months

After four completed months of an active 12-month Savy nonprofit agreement, the organization becomes eligible for one Signature Impact Event™ planning partnership per contract year.

Savy may support

  • Premium event concept & experience strategy
  • Sponsor and donor prospect research
  • Sponsor database development
  • Sponsorship-package strategy
  • Event marketing planning
  • Social content workflows
  • Email and outreach automation
  • Ticket-sales funnel strategy
  • Guest and RSVP systems
  • Volunteer coordination workflows
  • Sponsor and donor follow-up
  • Post-event communications
  • Impact reporting

Capacity protected

Limited capacity by design.

The Savy Group intentionally limits the nonprofit organizations it serves to protect service quality.

Human-led service standard

10 organizations maximum

Current standard: no more than 10 nonprofit organizations per dedicated human Savy team member. As additional qualified human team members are added, Savy may open more partnership spaces.

Initial 2027 portfolio: capped at 10 organizations under the founder-led model. Two strategic nonprofit positions are reserved internally. Limited 2027 external partnership availability; no exact opening count is published.

Mission-sector protection

Protecting existing partnerships.

Savy may decline an organization that substantially competes with an existing nonprofit partner for the same:

  • Donor pool
  • Sponsor pool
  • Audience
  • Program category
  • Fundraising market

This review reduces direct conflicts and protects relationships. Similar missions are not automatically excluded.

2027 Founding Nonprofit Partner

Put infrastructure within reach.

The inaugural rate is guaranteed for an accepted nonprofit’s initial 12-month agreement. Future partners may enter at The Savy Group’s then-current standard rate.

Founding Partner pricing reflects Savy’s inaugural nonprofit portfolio and does not represent the standalone retail value of every included service.

Savy Nonprofit Digital Advantage

Big nonprofit infrastructure.
Without the big technology budget.

Build stronger systems. Expand your digital team. Increase your visibility. Organize your data. Automate repetitive work. Create stronger fundraising infrastructure.

Put AI to work for your mission.™

2027 partnerships

Ready to modernize your nonprofit?

Your organization does not need a large technology department to begin using AI, automation, databases and better digital systems. Apply for a Savy Nonprofit Digital Advantage partnership to begin building the infrastructure behind stronger operations and greater visibility.

The Savy Group
Strategy • AI • Automation • Data • Operations
PUT AI TO WORK.™