Loperena Partners is an independent advisory practice. We help nonprofits build diversified philanthropic revenue, and we help donors, family offices, and their advisors decide where giving does the most good. Our work is anchored in evidence of impact and transparent measurement.
Our work covers two related practices. For organizations, we develop fundraising strategy and operate the pipeline. For donors and advisors, we evaluate organizations and inform allocation decisions.
We work with nonprofits at the scaling stage that have outgrown founder-network fundraising. Engagements typically include strategy, donor segmentation, prospect research, and outreach execution across major donor, institutional, and corporate channels.
We work with high-net-worth individuals, family offices, and philanthropic advisors who want their giving informed by evidence. Engagements move from giving strategy through portfolio construction to ongoing advisory.
Each engagement is scoped to the work in front of you and agreed clearly at the outset, so both sides know what success looks like.
Three ways to work together, scaled to how closely involved you need us to be. Every engagement opens with a short discovery phase so both sides can confirm fit before going further.
Strategy, donor segmentation, and pipeline prioritization. Your team executes; we guide.
We run your fundraising pipeline end-to-end: outreach, follow-up, prospect conversations, and reporting.
Everything in Fractional Execution, plus campaign development: new materials, narrative positioning, channel expansion, and prospect briefings.
Three ways to work together, from an initial giving strategy through portfolio construction to ongoing advisory. Each engagement is scoped to the decision in front of you.
A structured scoping engagement for donors defining or revisiting their giving. The output is a written framework that later allocation decisions are measured against.
Translates a giving framework into a concrete allocation. We source candidates, run independent due diligence, and recommend a portfolio with the reasoning documented.
Continuing oversight of an active giving portfolio. We monitor grantee progress, surface new opportunities, and serve as a standing counterpart to the family office or advisor team.
Loperena Partners combines fifteen years of commercial strategy and partnership experience at a Fortune 100 financial services firm with longstanding involvement in the social impact sector across Latin America and the United States.
Our commercial background includes leading a $21B global portfolio, building the pipeline systems behind $35M+ in annual strategic funding, and overseeing a $40M microloan expansion for underserved small businesses.
Our social impact background spans field-level work in education, food security, and child welfare, alongside continuing engagement with global health organizations.
The practice combines both. We work with mission-driven organizations and the donors that fund them. Our approach prioritizes evidence of impact, transparent measurement, and operational discipline.
Frameworks and notes developed in the course of client engagements.
And grow sustainably.
▸Building a Nonprofit Brand ▸Scaling Your Team ▸Scaling Grant Writing ▸Systems & ToolsEvery engagement begins with a short, confidential conversation. What you share here is read directly and answered within five business days, including the inquiries that are not a fit for our practice.
Best-fit profile: post-pilot high-impact organizations, and donors or family offices evaluating high-conviction giving.