Partners for Nonprofits & Workforce Organizations | FundedCEO™ Skip to main content
For nonprofits & workforce organizations

The people you serve are judged on their credit. Give them a free, honest way to understand it.

We run free, educational Credit Autopsy™ sessions for the people your organization serves. You share an invitation. Nothing is paid for referrals, there are no lists of names, and no sales at your events. If you want to help someone who wants more support, your organization can sponsor their education.

Your mission stays yours. Share the invitation only with your board's or funder's approval, and never as a condition of any of your services.

Rodney Hall
Rodney Hall, Founder, FundedCEO™ 30+ years in lending and finance. Former loan officer and realtor. Worked at Morgan Stanley, HUD and Capital One.

FundedCEO™ is a for-profit company. Some attendees may later choose a paid program, which we disclose up front. We do not guarantee credit-score changes, approvals, jobs or any outcome. The Credit Autopsy™ session is free. Additional FundedCEO™ services may carry a fee, which is explained in writing before anyone decides.

30+ yearsIn lending and finance
$400M+Originated, structured and managed
15 yearsAcross Morgan Stanley, HUD and Capital One
Lived itChapter 7 in 2020, then rebuilt

The people you serve walk in with a hundred questions and no one to ask about the one that follows them everywhere: their credit.

You already know these moments. They show up at intake, in a job-readiness class, and in the follow-up call about why a housing or job application went nowhere. Here is where it shows up, and what a free, educational session helps participants understand.

01

A participant is denied an apartment and doesn't know why.

→Learns how to read their own reports and what screeners commonly look at.

02

A job seeker is told a credit check is part of the hiring process.

→Learns what an employer may see, and which items they can dispute themselves for free.

03

A client has collections they didn't know existed.

→Sees what is on all three of their own reports, in one place.

04

A client keeps paying a high rate because nobody explained how rates are set.

→Learns what commonly influences a rate, with no promise about any one lender.

05

A participant was pitched "credit repair" and asks whether it's legitimate.

→Gets a straight-talking, no-guarantee, no-pressure resource, with any cost explained in writing first.

06

A returning citizen or recovering family is rebuilding from zero.

→Learns where to start, at their own pace.

07

A small-business owner in your program can't get approved.

→Learns what lenders look at in personal and business files.

08

A client's report has an error and they don't know they can dispute it.

→Learns how to dispute inaccurate items for free, without paying anyone.

Educational only. No score change, approval, job or timeline is promised, and every lender and employer decides on its own.

From the founder

I've needed a roadmap, too.

In 2020 I filed Chapter 7 and had to rebuild, using what I had learned at Morgan Stanley, HUD and Capital One and earlier as a loan officer and a realtor. I know what it is to be judged on a file nobody ever explained to you.

FundedCEO™ is a for-profit company, and it is education first. It does not replace nonprofit counseling, your programs or your funding relationships. One person's story is not a prediction of anyone's results.

The model, straight

No one is paid for referrals. Here is why.

Working with a for-profit company carries real risks for a mission-driven organization, and we would rather design around them than hope they never come up. Tax-exempt organizations must serve a public purpose, not private interests. Payments that come with advertising or endorsements can be taxed as business income. Charity-promotion laws in many states regulate ads saying a purchase benefits a charity. Public workforce agencies add conflict-of-interest rules. So nothing is paid to you for referrals, and any sponsorship pays for a person's education, never for a referral.

What we do

Partner

  • Who runs the sessionFundedCEO™, on our own platform. You share the link or invite your group.
  • What you giveAn invitation. Optionally, a sponsorship that covers a person's education. No data, no endorsement.
  • What participants getA free, educational walkthrough of their own credit reports and a short priority list.
  • Paid servicesExplained up front, offered only through a separate optional call, and never sold or signed at your event.
  • Your nameUsed only to say who invited them, and only with your written permission.
What we don't do

The things that put a mission at risk

  • Referral fees or revenue sharesNo referral fees, and no "a portion of every enrollment goes to you." Those can raise tax and state charity-promotion issues.
  • EndorsementsWe don't ask you to endorse us. A paid endorsement can be treated as advertising income.
  • Lists and recordsWe don't accept names, case files or participant data from you.
  • Operate under your nameNonprofits are often outside credit-repair laws. We are a for-profit company and are not, so we never run services under your banner.
  • Conditions or pressureYour services never depend on attending, and we don't press anyone to buy.
The tradeoff, honestly. We are a for-profit company, and some attendees will choose a paid FundedCEO™ program. We tell you that up front and keep sales out of your event. If you need purely nonprofit credit counseling, a HUD-approved housing counseling agency or a nonprofit credit counseling agency may fit better, and we will say so. This page is general information, not legal or tax advice. Ask your board, counsel or funder before you share it with participants.
Who does what

Your mission stays yours.

We run one educational session and keep it separate from your programs, your funding and your client relationships.

Your organization

The invitation

  • Invite the people you serve, using approved wording.
  • Keep every service unconditional on attending.
  • Get board, director or funder sign-off under your own policies.
  • Keep names, case files and participant records to yourself.
FundedCEO™

The education

  • Run the free Credit Autopsy™ session or a Next Step Call.
  • Disclose that we are a for-profit company, and explain any paid option and its cost in writing.
  • Keep attendee information confidential.
  • Send you anonymous attendance counts only, never names or results.
The participant

The decision

  • Chooses whether to attend, with no pressure.
  • Pulls their own reports through our credit-monitoring provider. Its terms, including the trial and the price after it, are on that provider's sign-up page.
  • Decides alone whether anything beyond the session is right for them.
  • Can dispute inaccurate items on their own reports for free.
How it works

Four steps, no money, no data transfer.

1

Introduce your organization

Tell us who you serve, how you are funded and the policies we should respect.

2

Review and agree

Your board, counsel or funder reviews. We sign short Partner Terms: no referral payments, no data, no sales at events.

3

Choose a format

Share the link to our free workshop. Group sessions are a separate request and get an extra review.

4

Participants register

They sign up themselves. You receive anonymous attendance counts only.

Approved invitation wordingPlain-language messages for flyers, texts and announcements that make no promises about jobs or outcomes.
Staff FAQAnswers your team can give without offering credit, legal or financial advice.
Due-diligence packageBusiness overview, ownership, privacy and security practices, and participant-facing disclosures.
Compliance built in

Rules we hold ourselves and every partner to.

We would rather lose a partner than put a participant, or your standing with your funders, at risk.

We will never ask you to

  • Accept or request referral payments, gifts or donations connected to participants or enrollments.
  • Send us names, case files or any participant information.
  • Tell anyone attending is required, or will help them qualify for a service, a job or a placement.
  • Describe FundedCEO™ as your program or endorse it.
  • Allow sales, sign-ups or payments at your event.

What every partner agrees to

  • Get approval under your own board, funder or agency policies before you share the invitation.
  • Keep attendance voluntary and your services unconditional.
  • Give written permission before we use your name, and only for the invitation.
  • Keep staff from accepting compensation or gifts from FundedCEO™.
  • Use only approved wording, and send anything new to us first.
Your funding comes with its own rules. Tax-exempt organizations must avoid more than incidental private benefit, and payments tied to advertising or endorsements can create taxable income. Public workforce boards and job centers typically operate under conflict-of-interest and firewall policies, and many public employers have their own limits on gifts and endorsements. Programs that hold participant records also have privacy obligations. Because no participant information comes to us, this program adds no new data to protect. This is general information, not legal or tax advice. Check with your board, counsel, funder or ethics officer.
Straight answers

Questions organizations ask first.

Do you pay nonprofits or workforce agencies?

No. We don't pay referral fees or per-enrollment grants. Money tied to referrals can raise tax-exemption, public-funding and charity-promotion issues, so we keep referrals unpaid.

Can our organization sponsor someone's education?

Yes. Any organization can pay for a person who wants more support. It covers the education that person receives, is agreed in writing, and is never tied to referrals. The person stays in control, and you see only what they choose to share.

Can you donate a portion of enrollments to our organization?

No. Advertising that a purchase will benefit a charity is regulated in many states, and it can create pressure on participants to buy. We keep any giving separate from sales and never promote it to participants as a reason to enroll.

Is the workshop really education, or a sales pitch?

It is education, and we are a for-profit company. Some attendees will choose a paid FundedCEO™ program. We explain that up front. We offer paid options only through a separate, optional call, we explain costs in writing before anyone commits, and we never sell or collect payment at your event.

Do you collect participant information from us?

No. Participants register themselves. We never ask for names, case files or results. You receive anonymous attendance counts only.

Can we require clients or job seekers to attend?

No. Attendance must be voluntary, and none of your services, placements or benefits should depend on it. Our Partner Terms require that.

Can we co-brand or use your logo?

Only with written permission from both sides, and only to say who invited participants. We don't use endorsement language, and we don't ask for promotional endorsements.

Will you guarantee anyone a job or approval?

No. We don't guarantee score changes, deletion of accurate information, approval, employment or any outcome. Every lender and employer decides on its own.

Will you go through our review?

Yes. We expect it and will supply a due-diligence package. We would rather be vetted than skipped.

Is it really free for participants?

The session is free and educational. Participants pull their own reports through our credit-monitoring provider, which currently offers a $1 trial for the first 7 days and then $29.90 a month unless the participant cancels. Its terms are shown on that provider's sign-up page, and your staff should read them before recommending it. If a participant is interested in a paid FundedCEO™ service, we explain it and its cost in writing first.

Partner request

Want a free, honest credit education resource for your community?

  • Nonprofit or public workforce organization in good standing.
  • You will get your board, director or funder sign-off before sharing the invitation.
  • You will use approved wording only, with no outcome promises.
  • No referral payments or gifts.
  • You will use approved wording only, with no outcome promises.
  • No referral payments or gifts. Sponsoring a person's education is optional.

We review every request and we are selective on purpose. Submitting a request does not guarantee acceptance, and it creates no agreement.

We are a

Do not enter any participant or client information here. This form is for licensed professionals only.

FundedCEO™, a division of NeoValor Advisors LLC

This page is for nonprofit and workforce organizations and is general information only. It is not legal or tax advice. FundedCEO™ is a for-profit company. It does not pay referral fees, revenue shares or donations tied to participants, and does not accept participant information from partner organizations. It accepts payment from an organization only when that organization sponsors a person's education. Partners are independent and are not employees, agents or representatives of FundedCEO™. FundedCEO is not a lender, bank or consumer reporting agency, and does not guarantee any credit-score increase, deletion of accurate information, loan approval, employment or any specific financial outcome. Consumers have the right to dispute inaccurate or incomplete information on their credit reports themselves, without paying a credit repair company.

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