FY28 Annual Goal Planning

FY27 Annual Goals

North Star: Achieve an impact of >$100 in lifetime earnings increase per dollar spent, or <$1000 to double income for life.

February 1, 2026 — January 31, 2027

FY27 OKR Tracking

Executive

Drive at least $3B in lifetime earnings, and increase our impact and influence, by deploying $30M+ in >100X and <1000DIL projects that generate partnership opportunities, raising $37M+ in direct and co-investment capital, and growing our advisory services revenues to $1M.

DRI: Ellie Bertani, President & CEO

  1. High-Impact Grantmaking: Deploy at least $30M in >100X/<1000DIL grants, oriented to strategically increase partnership opportunities, while continuing to build expertise and credibility in our distinct grantmaking, accelerator, modeling, and measurement capabilities.
  2. Institutional Partnerships: Attract $30M in direct or co-invested funding from institutional donors, converting 2+ co-funders to direct funders and establishing 3+ new partners, while maintaining funding from our current major donor.
  3. Individual Donor Engagement: Motivate values-aligned individual donors to commit at least $7M to funds within our DAF, and ensure our organization is prepared to efficiently support high-impact deployment of new capital through GTLF, while maintaining funding from our current major donor.
  4. Influencing the Sector: Grow our advisory services business revenue to $1M and influence $1B in client donor funds.
  5. Prepare for Growth: Identify, recruit, build, and source the talent and capabilities needed to achieve our next stage of growth, while sustaining our high-performance culture.

Impact Modeling & Measurement

Increase our differentiated value by delivering more rigorous ROI models at a faster pace, real-time insights, and transparent learning that improve our decisions and strengthen nonprofit effectiveness.

DRI: Tamsin Chen, Director of Impact

  1. Gold Standard for Impact Modeling: Cut ROI model turnaround time by 25% while improving rigor, integrate AI-driven tools to strengthen model accuracy, use subject matter expert spot checks in 50% of scaling grants, and ensure 90%+ of ROI models cite third-party income benchmarks.