Leadership transition Advocates recently appointed Regina Marshall as President and CEO, succeeding a 40-year tenure of the previous leader. This leadership change presents an opportunity to align new strategic initiatives, partnerships, and fundraising appeals with the incoming leadership’s priorities to drive growth and program expansion.

Strategic partnerships Recent collaboration with Maugel Architects for CBHC and additional healthcare projects in the Northeast signal a propensity for partner-driven project delivery. This suggests opportunities to offer program services, facility planning, or digital collaboration tools tailored to joint development efforts with architecture and construction partners.

Digital enablement Adopted tech stack includes Hotjar, Power BI, SharePoint, SendGrid, Dynamics, ADP, Stripe, and Smartsheet, indicating a mature approach to data analytics, communications, and operations. Sales prospects can position integrated solutions that optimize fundraising campaigns, volunteer management, and grant administration within this ecosystem.

Revenue growth Reported revenue increases and notable grant support, including a $75K Molina Healthcare grant for the Friendship Project, point to scalable funding streams. There are opportunities to offer grant management software, impact measurement tools, and program evaluation services to strengthen funding pipelines.

Scale and impact With a large workforce and mission-driven focus across developmental and mental health services, Advocates presents a sizable customer base for services that enhance service delivery, outcomes analytics, and compliance. This opens doors for workforce management solutions, training programs, and enterprise software upgrades tailored to non-profit operations.