Plan
Strategic Planning
Board and staff planning that ends with priorities people can act on, not a binder on a shelf.
- Multi-year strategic plans
- Board and staff retreats
- Theory of change and impact goals
- Annual operating plans
Strategy · Leadership · Philanthropy
Steady leadership for organizations doing community work that matters.
JT Consulting Group helps nonprofits, foundations, and companies with a social mission plan their next chapter, raise what it takes to get there, and lead through change. We bring over 25 years across corporate philanthropy, nonprofit executive leadership, and community development in Orange County and Southern California.
Services
What we help with
Some clients need a leader in the seat tomorrow. Others need a plan, a campaign, or a clear read on their community. Most engagements combine a few of these.
Interim & Fractional Leadership
An experienced executive, for as long as you need one.
When an executive departs, a startup outgrows its founders, or a growing organization can't yet afford a full-time leader, we step in. You get someone who has run a $50M organization and built one from scratch, working on a defined term with a clear handoff.
Interim Executive Director / CEO
Keep operations, staff, funders, and the board steady during a leadership search or transition.
Fractional COO
Build the systems, policies, and budgets a growing organization needs to scale.
Fractional Chief Development Officer
Lead fundraising strategy, major donor work, and grant pipelines part-time.
Transition & Succession Support
Prepare the board, document the role, and onboard the permanent hire.
Raise
Fundraising & Capital Campaigns
From first seed dollars to a multimillion-dollar campaign, built on relationships and a clear case.
- Capital campaign strategy
- Case for support
- Major gift and corporate sponsorship plans
- Grant research and preparation
Give
Philanthropy Advising
Giving that's strategic and accountable, for companies, foundations, and donor groups.
- Corporate giving and community relations programs
- Pooled and collective fund design
- Giving circles
- Grantmaking strategy
Listen
Community Needs Assessments
Data and community voice, combined into findings funders and boards can use.
- Community health needs assessments
- Sector-wide nonprofit needs studies
- Community listening sessions
- Surveys, interviews, and focus groups
Build
Economic Mobility Programs
Programs that help families build income and assets, designed with the community they serve.
- Workforce and job training initiatives
- Small business development
- Financial education and empowerment
- Community capital and savings circles
Launch
Nonprofit Startup & Governance
The foundations a new or growing organization needs to earn trust and last.
- New organization launch and fiscal sponsorship
- Board recruitment and development
- Bylaws, policies, and committees
- Organizational assessments
How we work
Three ways to engage
Every engagement starts with a scope, timeline, and fee agreed in writing, sized to what a mission-driven budget can carry.
Defined project
Project
A fixed scope with clear deliverables and an end date.
Strategic plans, needs assessments, campaign plans
Ongoing advisory
Retainer
A monthly advisory relationship for strategy, program design, and coaching while your team carries out the work.
New initiatives, program design, executive coaching
In the seat
Interim & Fractional
A senior leader embedded in your organization part-time or full-time for a set term.
Leadership transitions, growth stages, startups
Approach
How an engagement unfolds
The same arc applies whether we're writing a plan or running your organization for six months.
STEP 1
Listen
Conversations with your board, staff, partners, and the community you serve.
STEP 2
Focus
A shared picture of where you are and the few priorities that matter most.
STEP 3
Build
Plans, programs, campaigns, and systems built with your team, not handed to them.
STEP 4
Hand off
Your people own the work, with the tools and relationships to keep it going.
In the community
Where the work happens
Convening donors, partners, and neighbors is at the center of every engagement. A few recent moments from leading the Asian American Museum at Great Park.
Selected work
Recent engagements
A sample of recent JT Consulting Group projects and leadership roles.
Orange County Nonprofit Needs Assessment
Project lead for a countywide study of nonprofit sector needs commissioned by the Samueli Foundation, combining survey data and community input.
Needs assessmentCommunity Health Needs Assessment
Consulting on a community health needs assessment for a Southern California hospital.
Needs assessmentCapital Circle & Economic Development Initiative
Designing The MIX Academy's economic development strategy, including a community capital circle modeled on traditional social savings circles, plus workforce and small business programs.
Program designCatalyst Fund at Charitable Ventures
Helped create a new fund to channel resources to community organizations.
PhilanthropyAsian American Museum at Great Park
Founding Executive Director. Raised over $1.1M in seed funding in two years, developed a $10M campaign strategy, and launched community programming and listening sessions.
Executive leadership
About
Jack Toan, MBA
Principal
Jack has spent over 25 years at the point where business, philanthropy, and community meet. For 19 years at Wells Fargo he led community relations and managed a $10 million annual giving program, investing in economic development, financial education, and housing across the region.
He then moved into nonprofit leadership, serving as Co-CEO and COO of Illumination Foundation, a $50 million homelessness services organization. Most recently he was Founding Executive Director of the Asian American Museum at Great Park, building a startup museum from the ground up.
During the pandemic he co-founded Delivering with Dignity OC and raised most of the $800,000 it took to operate. Throughout his career he has championed AAPI communities and the organizations that serve them.
Board leadership
Has chaired nine boards, including Orange County Grantmakers and the National Asian American Community Foundation. Past President, UC Irvine Alumni Association.
Education
MBA and B.S. in Biological Sciences, University of California, Irvine.
Teaching
Teaches personal finance to college students.
Languages
English, with working comprehension of Vietnamese and Cantonese.
Contact
Let's talk about what you're building.
Tell us where your organization is headed and what's in the way. The first conversation is free, and you'll leave it with at least one useful idea.