Morgan Stanley

Strategy Challenge

Morgan Stanley's flagship pro bono program brings together our rising talent to help nonprofits solve strategic challenges.

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Our Impact

142

Nonprofits to Date

108K+

Service Hours

$16.6

Million in Services

What's the Challenge

Overview
  • Launched in 2009, the Strategy Challenge is our annual signature pro bono program, partnering nonprofit organizations in the New York Metro Area and London with cross-divisional teams of top-performing employees to address key strategic questions.
  • The program focuses on challenges that have a meaningful impact on an organization’s ability to deliver on its mission..
  • Over a ten-week engagement, employee teams leverage their expertise to provide customized analysis and implementable action plans, along with tools for future assessments and decision-making.
  • The program culminates in a day-long event, during which teams present their recommendations to senior firm leadership and a panel of nonprofit sector experts.
  • Team recommendations have led to more effective business models, expanded services, and productivity improvements, all in service of the nonprofit's mission.
Participants
  • Nonprofit Organizations
    • Nonprofit organizations are invited to apply; applicants are assessed through a rigorous and competitive selection process.
    • Selected nonprofits demonstrate the mission-critical nature of their strategic question and will have conducted preliminary research to support a consulting engagement.
    • Participating nonprofits are located in the New York Metro Area and London, serving the local communities where employees live and work.
  • Morgan Stanley Employees
    • Business units nominate high-performing Associates and Vice Presidents, who are then chosen for teams through a competitive selection process.
    • Each team encompasses employees with diverse skill-sets and competencies to ensure they are capable of addressing the nonprofit’s unique challenge.
    • Managing Directors serve as advisors to guide and support each team.
Eligibility and application information
    New York Metro Area Eligibility Requirements
    • Must be a registered 501(c)(3) nonprofit organization or have a 501(c)(3) fiscal sponsor.
    • Must be located and offer services in the New York Metro Area.
    • Must have an active non-discrimination policy. Morgan Stanley will not work with organizations that discriminate on the basis of race, color, religion, creed, age sex, sex stereotype, gender, gender identity or expression, trangender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law. Additionally, we will not work with organizations that restrict client service on the basis of religious beliefs or those that proselytize to clients.
Please note: Nonprofits best suited for the Strategy Challenge have 5 or more full-time employees and a minimum $1M annual budget.
    How To Apply
    • Email strategy.challenge@morganstanley.com to receive detailed program information and a link to the 2020 Strategy Challenge online application.
    • The application submission deadline is January 6, 2020.
    • Must have an active non-discrimination policy. Morgan Stanley will not work with organizations that discriminate on the basis of race, color, religion, creed, age sex, sex stereotype, gender, gender identity or expression, trangender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law. Additionally, we will not work with organizations that restrict client service on the basis of religious beliefs or those that proselytize to clients.
    Please note the 2020 UK Strategy Challenge application period is closed. For general information about the UK Strategy Challenge click here.
For questions, comments and feedback, email us.
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