About Winthrop & Associates

Strategic financial & business planning that amplifies your organization’s impact.

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Hi, I’m David — and I believe that when leaders of nonprofits & educational organizations have strategic support, they can do more good.

In my 25+ years navigating law, finance, and operations for complex organizations, I’ve witnessed a common struggle amongst schools and nonprofits.

Brimming with potential and good intentions, many close down because they are not sustainable and lack the internal financial and business expertise to get there.

It shouldn’t be this way — and fortunately with strategic support, it doesn’t have to be.

  • CFO and COO of an elite independent school, California

    COO of a global, federated nonprofit foundation, Boston

    CFO of Philips Exeter Academy, New Hampshire

    COO and Senior VP of Virginia Commonwealth University, Virginia

    Associate VP at Emory University, Georgia

    Special Assistant to EVP at Emory University, Georgia

    Practicing Attorney, Massachusetts, Florida, Colorado, Washington DC

    U.S. Army JAG Officer, Washington DC

  • Doctorate in Educational Management, University of Pennsylvania

    Master’s Degree in Education, University of Florida

    Master’s in Business Administration, Emory University

    Juris Doctor, Ohio Northern University

    Bachelor of Science in Marketing, University of Tampa

  • Fulbright Specialist Peer Reviewer, 2019-2024

    NAIS Fellowship for Aspiring School Heads, 2017-2018

    Fulbright Specialist Award Winner, 2016 and 2011

    U.S. State Department Speakers Bureau Speaker, 2011

    Sustainability Innovator Award Emory University, 2009

    U.S. Army Meritorious Service Medal, 1996

Together, we can secure the future of your organization with strategic planning.

When board members, executives, and organizations embrace expert financial advice and strategic planning, the transformation is profound.

Reduce turnover and create a more stable workforce

Get clarity on organizational financial health

Attract high-caliber candidates for leadership roles

Yield a higher return on organizational investments

Feel empowered to navigate the path forward

Do more good and make a bigger impact

  • David is a financial wizard and creative problem solver, not to mention a wonderful human being!

    He not only helped us increase our fundraising with outside-of-the-box ideas, but he also helped our leadership team understand the variety of ways we could increase revenue and cut costs. He has a gift of helping even the most non-financial savvy member of your team understand the plan and the steps needed to accomplish that plan.

    — Director of Advancement & External Affairs of an Independent School

Our Strategic Planning Framework for Nonprofits & Education Organizations

We’ll work together to break down complex organizational and financial challenges into three simple steps tailored to your organization’s needs.

01 Establish (the Right) Key Metrics

First, we pinpoint the metrics that truly matter to your organization’s health and success.

02 Challenge Key Assumptions

Next, we examine your current financial and operational strategies through a realistic lens.

03 Assess & Realign Board

Finally, we educate, streamline, and improve your board’s capabilities to build a stronger team.

Education Institutions
nonprofit organizations

Our Partners

  • Kalix Marketing Group logo

    Kalix Marketing: Marketing, survey assessment, and content development for independent schools.

  • Meredith Herrera Consulting Logo

    Meredith Herrera Consulting: BIPOC leadership and coaching to help build supportive, equitable, fulfilling workplaces. 

  • MoonshotOS Logo

    MoonshotOS: Provides business training to school leaders to secure long-term sustainability.

  • Advantage College Planning: Provides college selection, admissions, and financial aid guidance for high school students and their families.

Test out a complimentary strategic analysis service tailored to your organization’s needs.

Project Management

Analyze organizational needs and outline a comprehensive project roadmap

Process Mapping

Analyze a key organizational process and uncover opportunities for improvement

Crisis Management

Analyze your organization’s crisis readiness and get clarity on the path forward