The Root Agency supports nonprofit fundraising through our 4D Approach: Development, Data, Design, and Delivery. We partner with nonprofits to help optimize their vision. We align with their strategic plan and help advance their mission. Our highly skilled team collectively brings over a century of expertise and delivers results across diverse sectors including faith, human services, education, healthcare, foundations, arts/culture, animal welfare, and more. The Root Agency has raised more than $100 million with our nonprofit clients to enhance their communities. Throughout our partnership, we work tirelessly to help their organization Take Root and Grow.  

We continue to deliver results for reputable nonprofits to include Big Brothers Big Sisters, Habitat for Humanity, Catholic Charities, Catholic Dioceses, Humane Societies, University of South Florida, and more. We specialize in supporting small and mid-sized non-profit organizations to better serve their communities. The Root Agency is headquartered in Dunedin, Florida. We have received recognition as 2024 HUB Entrepreneur of the Year and our CEO is a 2025 Titan100.

The Root Agency provides the team, tools, and processes to support nonprofits making a local impact in communities across the world--while delivering an immediate ROI.  Our vision is to strengthen individuals, organizations, and communities through philanthropy.

At The Root Agency, we work with mission-driven organizations across the country to strengthen leadership, fundraising, strategy, and operational capacity. Our work requires people who are thoughtful, curious, disciplined, and deeply committed to impact.

We are a team of problem-solvers who believe that great missions deserve great professionals, systems, processes, and tools.

You may be a strong fit for our team if you are someone who:

• Is energized by mission-driven work and social impact
• Thinks in systems, processes, and solutions
• Communicates clearly and professionally in writing and conversation
• Enjoys translating complex ideas into clear communications and materials
• Brings attention to detail and pride in producing high-quality work
• Thrives in a fast-moving consulting environment with multiple projects and clients
• Is comfortable balancing strategy and execution
• Demonstrates initiative, accountability, and reliability
• Is committed to continuous personal and professional growth

Because we serve nonprofit organizations focused on fundraising and leadership development, many members of our team also bring skills in areas such as:

• Fundraising and donor communications
• Strategic planning and project coordination
• Data analysis and reporting
• Marketing and communications
• Presentation and design (including tools like Adobe InDesign)
• Operational systems and process improvement

We are committed to HIGH accountability to each other, our nonprofit partners, and our community. (It's how we accomplish BIG things personally and professionally together.)

Ideal team members desire to learn and gain skillsets in strategy, facilitation, and project management, while balancing execution.

ALL of our team members primarily work with the following tools and applications:

• Apple products
• Google Workspace (Google Drive, Gmail, Forms/Sheets, and Keep)
• Microsoft 365 (Word, Excel, PowerPoint)
• Demonstrable skills in Word: merge template functions and in Excel/Google Sheets: XLOOKUP, VLOOKUP, and Pivot Tables.
• Adobe Creative Suite (InDesign, Photoshop, Illustrator, etc.) (Must have a comfort level in learning text edits at a minimum.)
• Slack and Asana
• Zoom video conferencing platform
• Kajabi
• Demonstrable experience pulling reports from a variety of CRM platforms: Salesforce, Raiser’s Edge NXT, Bloomerang, Donor Perfect, ParishSoft, etc.

We are committed to investing in our people. The following are benefits for our full time employees: 

• QSEHRA health benefits
• 401k eligibility after 12 months of employment
• The Root Agency Proprietary Training, CFRE, PMP and graduate degree tracks with reimbursement and bonus opportunities
• Quarterly individual performance bonuses
• Annual company performance bonuses
• Office closure for the week of Thanksgiving and 2 weeks at the end of the calendar year (15 business days of PTO)
• 10 additional days of PTO 
• 6 additional federal holidays

 (This is a total of 31 paid days off! No tenure required; no competing for holiday time.)

• Our headquarters is located at 424 Skinner Blvd, APT A, Dunedin, FL.
• We currently serve clients nationwide.
• Our team members and vendors are located across the US.
• Company core hours are from 8:30 AM - 5:00 PM Eastern, Monday – Friday.  

  **We prioritize our clients’ needs, which sometimes requires meetings, work sessions, and travel beyond these hours

To apply please submit the following via email with the subject line: “TRA  – [Your Name]” to:

[email protected]

Part I: 

a. Cover letter and resume

(Portfolio of design and writing samples with applicable experience, if the role posted requires these skills, we want to see what you can do!)

Part II: (Video Submission Required) 

a. Why do you want to work with us? 

b. Explain how your experiences and skills align with the role.