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Teaming Up with Morgan Stanley to Drive Impact

6/18/2025

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At TAP, transformative impact starts with aligned minds working toward a common goal. This spring, we were honored to be one of nine New York City nonprofits selected for the 2025 Morgan Stanley Strategy Challenge, a pro bono initiative that pairs nonprofits with rising leaders across Morgan Stanley to solve strategic challenges.

Over the course of ten weeks, TAP partnered with a cross-functional team of Morgan Stanley professionals from investment management, corporate services, sustainable ventures, and wealth management. The team was tasked with creating a set of recommendations in response to our question, “How best to expand TAP’s reach and impact?”  

The team conducted in-depth interviews with TAP staff and external stakeholders and analyzed four potential cities for expansion. Their research identified Miami as the most strategic choice. Beyond selecting a location, they developed a broader roadmap to guide TAP’s national growth while deepening local engagement in high-impact communities.
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The Strategy Challenge is a standout example of employee engagement done right. These programs do more than support nonprofits. They create growth opportunities for employees, foster collaboration across divisions, and strengthen corporate commitment to social impact.

TAP benefited from the team’s diverse perspectives and rigorous analysis. As Morgan Stanley team member Alvin Flete  shared:
“Together, we tackled a mission-critical strategic question, providing customized analysis and actionable recommendations to support TAP’s mission. A big thank you to Jane Veron and the TAP team for your unwavering partnership and support throughout the challenge.”
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The challenge concluded with final presentations from all nine participating nonprofit teams. TAP’s team earned third place, along with a $10,000 grant from Morgan Stanley.

“Morgan Stanley’s Strategy Challenge is a testament to how the private sector can support mission-driven organizations in solving critical challenges,” said Jane Veron, TAP CEO. “We are excited to work alongside their top talent to advance our strategies, expand our reach, and maximize our impact on under-resourced small businesses.”
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Partnerships with TAP take many forms. Whether you are a corporation, foundation, donor, or government agency, TAP offers tailored, high-impact partnerships aligned with your goals. From CSR and employee engagement to advancing economic mobility and job creation, TAP serves as a force multiplier, delivering measurable results and long-term community impact while expanding our capacity to support small businesses and create meaningful opportunities for professionals. We are grateful to Morgan Stanley for championing the employee engagement model and to the Challenge team members who brought their insights and dedication to the table.
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Visit the Strategy Challenge Website
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Fill out our interest form here.
Together, we can accelerate small business growth and create a stronger economy.
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  • HOME
  • ABOUT
    • MISSION & HISTORY
    • MANAGEMENT TEAM
    • LEADERSHIP BOARDS
    • CONSULTANTS
    • 2025 SPRING FOR SMALL BUSINESS BENEFIT
    • CAREERS AT TAP
  • SMALL BUSINESSES
    • OUR CLIENTS
    • Small Business Owner of the Year
    • APPLY TO BE A CLIENT
  • PARTNERS
    • WHY PARTNER WITH TAP
    • PARTNER OF THE YEAR
  • NEWS & BLOG
    • SUBSCRIBE FOR UPDATES
    • MEDIA
    • TAP BLOG
  • 2024 YEAR IN REVIEW
  • SERVICIOS EN ESPAÑOL
    • CONVIÉRTETE EN CLIENTE
  • 2025 SPRING FOR SMALL BUSINESS BENEFIT