Take Root Advisors, Inc
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Take Root Advisors, Inc., located in Medfield, MA, is a nonprofit management firm that specializes in providing outsourced services to support public charities and private foundations. Since its founding in 2015, the firm has successfully raised and managed over $26 million for various charitable causes, aiming to enhance the operational effectiveness and impact of nonprofit organizations.
Under the leadership of founder Melissa Ray Bowman, the experienced team offers a range of services including program operations, compliance, donor engagement, and marketing strategies. With a focus on sustainable growth and fiscal stewardship, Take Root Advisors helps organizations thrive by enabling boards and trustees to concentrate on their core missions.
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