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

Annual Operating Plans (internal only)

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.
  2. Deepening Monitoring and Evaluation: Increase the percentage of investment portfolio with multi-year income tracking to 10% and partner with 3+ grantees to conduct rigorous third-party evaluations.
  3. Scaling Learning and Strategic Insights: Scale a real-time insights dashboard and AI chatbot for rapid feedback, complete learning agendas across all core strategy areas, expand systematic use of data analytics to inform grantmaking decisions, and launch targeted research projects to understand what has worked and what has not worked, including analysis of trends emerging from our data to continually improve practice.