Welcome to the resource center where you’ll find tools, tips, and information about philanthropic giving.
Financial Advisors & Philanthropy
How to make effective and strategic philanthropic decisions with clients that are also consistent with sound financial management and estate planning. Read More
Looking to start a Corporate Giving program?
Download our free Corporate Giving Playbook for sample planning documents and worksheets to help you put an effective corporate giving plan in place.
Annual Study of Corporate Giving
Wonder how your company stacks up? Find trends and corporate giving benchmarks in the 2019 Rodman Report.
90% of American wealth is held in non-cash assets such as real estate, stock, and retirement accounts yet IRS statistics show most people make charitable gifts from cash, often called checkbook philanthropy.
By knowing your options you can be more generous, at the same time leave more money in your pocket for annual household expenses.
An overview of asset based giving Read More
Legacy Giving: your questions answered Read more
Nonprofit Program Evaluation
PhD researchers dive deep into strategy, finance, leadership, and impact. The resulting assessment and recommendations illustrate a nonprofit’s strengths, weaknesses, opportunities, and threats to inform your level of involvement.
Contact us today for sample reports and pricing.
Nonprofit Communications Toolkit
Rodman & Associates’ communication tools for donor cultivation is a well-researched, individualized document that lays out the critical elements of the organization’s history, purpose and structure, aligned to the information needed for effective public communications, successful donor solicitations and grant applications.
New Foundation Case Study
How a newly formed Foundation Board of Directors came to consensus on a share vision and funding priorities Read more
Individual Giving in a Firm
How one local firm pull together to respect its partners’ charitable inclinations while elevating the company profile Read More
Streamlining Giving and Slowing Solicitations
How one Rodman & Associates client took control of his giving Read more