In order to provide our nonprofit clients with comprehensive advice and services, The Whelan Group partners with an array of companies and organizations. We have longstanding collaborative relationships with organizations that deliver transformational services in the areas of technology, communications, staff development, financial management, community and facility development, social investing, and enterprise development.

Social Impact Exchange

The Social Impact Exchange is a community of funders, advisors, wealth managers, intermediaries, nonprofits and researchers interested in developing practices for funding and implementing large-scale expansions of high-impact nonprofit initiatives. The Exchange serves as a focal point and gathering place for those interested in further building the field of scaling social impact, and a platform [...]

Whelan Financial

The mission of non-profit organizations is to serve the needs of others. In a similar way, clients come first at Whelan Financial.  We assist trustees of non-profit retirement plans in caring for their employees through professional investment management and ongoing employee education. Whelan Financial is proud to support those who work so diligently to help [...]

Red Stone Equity Partners

Red Stone Equity Partners, LLC (“Red Stone Equity”) is a leading real estate investment firm specializing in the syndication of Housing Tax Credits and Renewable Energy Tax Credits to facilitate the development of affordable multifamily rental housing and renewable energy projects, respectively. Red Stone Equity builds upon long-lasting relationships with investors and developers as it [...]

Fiscal Management Associates

Since 1999, FMA’s dedicated consultants have served nonprofit organizations and major funding entities nationwide and around the world by helping them develop the financial management capacity they need to fulfill their missions more effectively and efficiently. We call this capacity Operational Excellence. Nonprofit organizations depend on FMA to offer advisory services and practical tools to [...]

Rogelio Williams & Associates

Roger L. Williams is the founder of Rogelio Williams & Associates, a domestic and international consulting firm specializing in advising on a wide range of issues involving community development. The firm provides guidance on managing community transformation, asset building, disaster recovery strategies, resident ownership, resident engagement, developing innovative community economic development and housing financing strategies, [...]

BFJ Planning

BFJ Planning (BFJ) is a consulting firm providing professional expertise in planning and related fields since its establishment in 1980. BFJ provides the following services for public, private, and non-profit clients throughout the country and overseas: Planning, Urban Design, Environmental Analysis, Real Estate Consulting and Transportation Planning. This range of services enables BFJ to bring [...]

Harris Rand Lusk

Harris Rand Lusk is a retained executive search firm dedicated to mission-driven organizations. Based in New York City, HRL’s practice is wide-ranging, placing leadership talent at some of the most influential and diverse organizations throughout the United States. Our customized search methodology is client-centered and solution-driven, emphasizing collaboration, diversity and inclusion. Because HRL understands that [...]

Pequot Consulting

Pequot Consulting has provided a range of statistical and consulting services for nonprofits over twenty three years. Its primary focus has been to discover hidden gift potential within the donor constituents of colleges, independent schools and membership organizations. Pequot has served more than 120 clients in meeting their philanthropic challenges.  It is also co-creator of [...]

Red Dog

Creativity isn’t about pretty pictures. It’s about compelling ideas, beautifully executed, that helps grow business and organizations. Based in Dublin, Ireland and with an office in New York, over the last 23 years we’ve built our reputation – conceiving, designing, writing, producing and managing great work that helps our clients’ organizations thrive. From brand strategy and design to social media and [...]

The Carla Capone Company

The Carla Capone Company LLC is a full-service event planning, management and fund-raising consulting firm.  Founded in 1995, we create and produce a wide range of events including fundraisers and corporate events, awards ceremonies, golf tournaments, meetings, social occasions, live and silent auctions, board meetings, and celebrity/VIP galas.  We are dedicated to working closely with [...]

Jessica Weber Design, Inc.

Jessica Weber and her eponymous design firm holds the belief that a not-for-profit institution needs special attention to help tell its story. Attention to the special details that help fundraise more effectively, help increase memberships and enrollments, and help save lives through increasing donor participation. Special attention to helping clients successfully clarify their missions and visions for the [...]

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