Forward to: Strategy Team

Non-Profit Landscape
Monitor Workflows

Ten agent workflows for the Strategy Team — peer organization monitoring, sector trend analysis, collaboration opportunity detection, merger and acquisition tracking, new entrant identification, innovation scanning, geographic expansion intelligence, strategic planning inputs, sector health indicators, and landscape dashboard — enabling data-driven strategic decisions powered by comprehensive domain intelligence.

1Peer Organization Monitoring

AI agent monitors peer non-profit domains to track strategic pivots, program launches, leadership changes, and growth signals — providing continuous competitive intelligence for strategic planning.

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Track Peer Organization Signals
/about/press/leadership/careersOpenPageRank
PEER ORGANIZATION INTELLIGENCE — 85 ORGS TRACKED ════════════════════════════════════════════════════════ habitat.org — Habitat for Humanity /about: Strategic plan refresh — expanding to disaster resilience /press: $500M campaign launch — "Building a World Where Everyone Has Home" /careers: +42% hiring — aggressive growth planned SIGNAL: Expanding into adjacent space — monitor for overlap goodwill.org /about: Digital skills training pivot — coding bootcamps /leadership: New CTO appointed — first ever /press: Revenue surpassed $7B — retail model evolving INSIGHT: Social enterprise revenue diversification model to study cityyear.org /press: Budget cuts — 4 city programs closing /careers: -28% staff positions SIGNAL: Market opportunity — their geographic withdrawal creates gap

2Sector Trend Analysis

AI agent monitors non-profit sector research organizations, industry associations, and media to identify macro trends affecting the sector — funding shifts, regulatory changes, technology adoption, and demographic patterns.

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Track Non-Profit Sector Trends
/press/blog/aboutIAB Categories
SECTOR TREND INTELLIGENCE — Q1 2026 ════════════════════════════════════════════════════════ councilofnonprofits.org /press: Government funding uncertainty — continuing resolutions /blog: State-level non-profit regulations tightening ssir.org — Stanford Social Innovation Review /blog: Top 2026 trends: 1. AI adoption in non-profits accelerating 2. Donor fatigue in post-pandemic giving 3. Trust-based philanthropy becoming default 4. Workforce crisis — burnout at record levels MACRO SIGNALS: Total US non-profits: 1.97M (growing 2.1% annually) Sector employment: 12.5M workers — 3rd largest employer Foundation assets: $1.3T — record high Individual giving share: Declining — 67% to 61% in 10 years

3Collaboration & Partnership Detection

AI agent identifies potential collaboration partners by monitoring organizations with complementary missions, shared geographies, and compatible service models — enabling strategic alliance formation.

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Detect Collaboration Opportunities
/partners/about/pressIAB CategoriesCountries
COLLABORATION OPPORTUNITY DETECTION ════════════════════════════════════════════════════════ HIGH-FIT PARTNERS IDENTIFIED: uww.unitedway.org — United Way local chapter /partners: Seeking program delivery partners in our geography /about: $1.2M available for education partnerships SIGNAL: Perfect alignment — submit partnership proposal by March 15 localfoodbank.org /about: Serving same zip codes — no current overlap /partners: Open to co-located service delivery SIGNAL: Co-location reduces overhead — propose shared space communityhealth.org /about: Mental health services — our clients need this /press: Expanding to 3 new locations including our area SIGNAL: Referral partnership — fills critical gap in our service model

4Non-Profit M&A Intelligence

AI agent detects merger, acquisition, and consolidation signals across the non-profit sector by monitoring financial distress indicators, strategic review announcements, and board activity.

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Detect M&A and Consolidation Signals
/about/press/leadershipOpenPageRank
NON-PROFIT MERGER & CONSOLIDATION SIGNALS ════════════════════════════════════════════════════════ DISTRESS SIGNALS: youthservicenetwork.org /about: "Strategic restructuring" language added /leadership: ED resignation + interim leadership /careers: All positions frozen SIGNAL: Potential closure — consider absorbing their programs STRATEGIC MERGERS: feedingamerica.org + Regional food banks /press: 3 regional mergers completed — efficiency gains 22% INSIGHT: Merger model creating sector precedent CONSOLIDATION TRENDS: Non-profit mergers 2025: 340 (up 28% from 2024) Primary driver: Financial sustainability (62%) Success rate: 74% achieved stated goals CONSIDER: Proactive merger discussion with 2 complementary orgs

5New Entrant Identification

AI agent detects new organizations entering the sector by monitoring recently registered domains, startup non-profits, and social enterprises with overlapping or complementary missions.

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Track New Sector Entrants
/about/press/productsDomain AgeIAB Categories
NEW ENTRANT DETECTION — LAST 90 DAYS ════════════════════════════════════════════════════════ upliftcommunities.org — NEW (Domain Age: 120 days) /about: Youth mentoring + workforce development IAB: Non-Profit > Youth Services /leadership: Founder from Google.org — strong connections SIGNAL: Direct competitor — well-funded, tech-savvy approach bridgeforward.org — NEW (Domain Age: 85 days) /about: AI-powered college counseling for low-income students IAB: Non-Profit > Education /press: $5M seed funding from New Profit SIGNAL: Potential partner — complementary to our programs NEW ENTRANT SUMMARY: New non-profits in our space (90 days): 14 Direct competitors: 3 Potential partners: 6 Adjacent/neutral: 5

6Innovation Scanning

AI agent monitors social innovation hubs, impact accelerators, and non-profit technology organizations to identify innovative approaches, emerging models, and best practices to adopt.

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Scan Social Innovation Landscape
/products/press/blogOpenPageRank
SOCIAL INNOVATION INTELLIGENCE ════════════════════════════════════════════════════════ newprofit.org — Venture philanthropy /products: Catalyze Fund — AI for social impact /press: $25M for AI-powered non-profit solutions SIGNAL: Apply for Catalyze Fund — AI integration opportunity fastforward.org — Tech non-profit accelerator /press: 2026 cohort — 8 non-profit tech startups /blog: Top innovations: AI case management, predictive analytics for outcomes INSIGHT: AI case management tools reducing caseload burden 40% ashoka.org /about: 3,800 social entrepreneurs worldwide /press: Systems change becoming dominant approach SIGNAL: Apply for Ashoka Fellowship — credibility + network access

7Geographic Expansion Intelligence

AI agent monitors community indicators, service gaps, and local non-profit landscapes to inform geographic expansion decisions with data-driven site selection intelligence.

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Assess Expansion Markets
/about/products/pressCountries
GEOGRAPHIC EXPANSION ANALYSIS ════════════════════════════════════════════════════════ TOP EXPANSION CANDIDATES: Phoenix, AZ Need score: 92/100 | Competition: Low phoenix.gov — City offering non-profit incentives azfoundation.org — Local funder with aligned priorities SIGNAL: Highest-fit market — proceed with feasibility study Charlotte, NC Need score: 87/100 | Competition: Medium fftc.org — Foundation for the Carolinas — potential funder SIGNAL: Good fit but 2 competitors present — differentiation needed Austin, TX Need score: 78/100 | Competition: High SIGNAL: Saturated market — deprioritize

8Revenue Diversification Intelligence

AI agent monitors non-profit revenue models, social enterprise trends, and earned income strategies to identify diversification opportunities that reduce reliance on any single funding source.

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Track Revenue Model Innovation
/about/products/pressIAB Categories
REVENUE DIVERSIFICATION INTELLIGENCE ════════════════════════════════════════════════════════ goodwill.org — Earned income exemplar /about: 87% earned revenue ($7B retail + contract) INSIGHT: Social enterprise model reduces funder dependency greyston.org — Greyston Bakery /products: B2B brownies for Ben & Jerry's /about: Open hiring model — 100% of profits fund programs INSIGHT: Social enterprise generates $22M annually for programs OUR REVENUE MIX: Grants: 58% (concentration risk) Individual donors: 24% Government contracts: 12% Earned income: 6% (target: 20%) RECOMMENDATION: Launch fee-for-service training program — $500K potential

9Workforce & Talent Intelligence

AI agent monitors non-profit workforce trends, salary benchmarks, and talent retention strategies to inform HR strategy and address the sector's growing workforce challenges.

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Track Non-Profit Workforce Trends
/careers/press/blogIAB Categories
NON-PROFIT WORKFORCE INTELLIGENCE ════════════════════════════════════════════════════════ nonprofithr.com /press: Sector turnover rate: 25% (up from 19% pre-pandemic) /blog: Top retention drivers: flexibility, mission, growth idealist.org /about: 130K active non-profit job postings /careers: Program manager most in-demand role SALARY BENCHMARK (OUR MARKET): ED/CEO: $125K (we pay: $108K — below market) Program Director: $82K (we pay: $68K — 17% below) Development Director: $95K (we pay: $74K — 22% below) ALERT: Below-market comp driving 32% turnover in key roles RECOMMENDATION: Adjust top 5 roles to 90th percentile — cost: $48K

10Landscape Dashboard

AI agent synthesizes all landscape intelligence into an executive dashboard — providing leadership with real-time visibility into sector dynamics, competitive positioning, and strategic opportunities.

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Generate Landscape Intelligence Dashboard
/about/press/leadershipOpenPageRankIAB Categories
LANDSCAPE DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ COMPETITIVE POSITION: Peer orgs tracked: 85 | Direct competitors: 12 Revenue rank: #8 in peer group Growth rate: 1% vs peer avg 5.3% SECTOR DYNAMICS: New entrants (90 days): 14 | Closures: 3 Merger activity: Accelerating — 340 in 2025 Innovation signals: AI adoption accelerating STRATEGIC PRIORITIES: 1. Geographic expansion: Phoenix top candidate 2. Revenue diversification: earned income to 20% 3. Workforce: salary adjustment for retention
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Generate Landscape Report

Landscape Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Peer organizations monitored: 85 domains New entrants detected: 14 (90 days) Collaboration opportunities: 6 high-fit partners Expansion markets analyzed: 12 cities KEY INSIGHTS Non-profit sector growing at 2.1% but consolidation accelerating with 340 mergers in 2025. AI adoption is transforming service delivery — early adopters showing 40% efficiency gains. Geographic expansion to Phoenix is highest-fit opportunity. Revenue diversification from 6% to 20% earned income is critical for sustainability. Below-market compensation driving 32% turnover in key leadership roles.
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