Build Pooled Funds with Integrity and Impact

Whether you’re launching a new donor collaborative or scaling an existing pooled fund, EPA helps you design structures that drive trust, equity, and long-term effectiveness. We bring deep experience in fund design, governance, and stakeholder alignment—so you can focus on mission, not mechanics.

From Vision to Execution—We Guide Every Step

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We help design, build fundraising strategies, and operate collaborative funds that move resources with clarity and impact. From early design to grantmaking and stewardship, EPA supports the full lifecycle of pooled funds—raising and deploying hundreds of millions for bold, field-led work.

As partner-led advisors, we bring both strategic guidance and hands-on implementation. Our co-founders lead every engagement, earning the trust of some of the most ambitious collaborative efforts in the country.

Strategy, Intentional Design, & Launch Guidance

Plan and structure high-impact collaborative funds from day one

Fundraising & Stewardship Support

Guide senior leaders in fundraising to drive bold, aligned investments

Grantmaking & Operations Strategic Implementation

Enhance plans to move funds with integrity and transparency

Learning, Reporting, & Impact Development

Embed reflection and reporting into your funds ethos

Governance & Decision-Making Clarity

Design decision structures that scale with clarity and trust

End-to-End Implementation Support

We don’t just advise—we build and run with your team

Aligned Partners. Stronger Systems. Lasting Results.

Collaborative funds are powerful—but complex. We help you navigate the nuance with clear frameworks and hands-on support, so your fund not only launches smoothly but thrives with purpose and shared vision.

Increased major donor retention and engagement

Actionable next steps for every portfolio

Clearer internal systems and fundraising roles

Less guesswork, more momentum

Let’s Build Together

Ready to take the next step
with your pooled fund?

Get In Touch

Ready to take the next step with your pooled fund?

Get In Touch

Get In Touch

We would love to hear from you!

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