Vision, Strategy, and Grants Capacity Building for the Root Cause Collective and Root Wellness Center

We partnered with a visionary client operating both a 501(c)(3) nonprofit and a mission-aligned for-profit LLC focused on mental health and wellness through an innovative, culturally grounded lens. Our engagement began with a deep dive into leadership alignment—facilitating conversations that helped clarify their shared vision and define what success would look like across both entities. From there, we developed a clear and coherent strategy that honored the distinct roles of each organization while identifying areas of synergy. We translated that strategy into a detailed workplan, outlining specific tactics each entity would test and implement, and applied a project management lens to ensure accountability, sequencing, and progress toward long-term goals.

At the same time, we built out their fundraising infrastructure—starting with in-depth grantmaker research to identify good-fit funders aligned with their mission and model. As the engagement evolved, we transitioned into full-service grants capacity building: managing timelines and outreach, crafting compelling narratives, and supporting successful submissions. This dual-pronged approach—strategy paired with hands-on implementation—gave the organization a major capacity boost. It also demonstrated how investing in strategy upfront can unlock clarity, traction, and momentum, especially for innovative, cross-sector models seeking to grow their impact sustainably.