Flourish in Mission
We map sustainable strategies and facillitate the connections that will further the impact of your organization for the long term.
We communicate testimonies that move people to action, by building a marketing campaign using all mediums: website, social, and video production.
We put each organization's mission into action, creating collaborations with proven organizations that result in greater impact for the community.
Branch out for impact
Simply put, we help organizations make a difference now and for the future.
We offer grant application management systems, mission driven programs, funding advisement and funding guideline development.
Our team is adept at developing the right-sized fundraising strategies, maintaining the CRM database and managing events from intimate to multi-million dollar fundraising events alongside event producers.
We have a proven, multi-faceted approach to build smartly, with a keen eye to what is important to the growth of your specific organization.
Take Root for Growth
Operational management is our sweet spot.
We advise on board growth and management, providing services that allow organizations to thrive when their boards and trustees are freed to hone in on their chosen focus areas.
Our finance services manage bookkeeping, budgeting and cash management. We source accounting/audit, legal and investment firms and ensure vision is accomplished with responsible fiscal stewardship.
We don't rest on compliance. We help nonprofit start-ups stay in compliance by focusing on federal, state and local requirements.
Our Roots
Founded by Melissa Bowman in 2015, Take Root Advisors leads a management team which brings skills, expertise and results for nonprofits. With Melissa's oversight, our team provides support in non-profit organization administration, bookkeeping, marketing, CRM management and grant management.
Prior to founding Take Root Advisors, Melissa's career included tax management & compliance, public policy, and media production, with the consistent thread of nonprofit organizations woven between them.
Melissa brings over 15 years of managing non-profit organizations and working with boards and trustees. This experience has created a comprehensive understanding of strategic planning, compliance, fundraising and fiscal management.
Dedicated to making a difference, the team at Take Root Advisors strives to make an impact for others by providing support to change-making organizations.
