Resource Center

Welcome to the resource center where you’ll find tools, tips, and information about philanthropic giving.

Financial Advisors & Philanthropy

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How to make effective and strategic philanthropic decisions with clients that are also consistent with sound financial management and estate planning. Read More caret_right

Looking to start a Corporate Giving program?

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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

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Wonder how your company stacks up? Find trends and corporate giving benchmarks in the 2019 Rodman Report.

Planned Giving

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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 caret_right

Legacy Giving: your questions answered Read more caret_right


 Nonprofit Program Evaluation

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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

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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.

Case Studies

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New Foundation Case Study

How a newly formed Foundation Board of Directors came to consensus on a share vision and funding priorities  Read more caret_right


Individual Giving in a Firm

How one local firm pull together to respect its partners’ charitable inclinations while elevating the company profile  Read More caret_right


Streamlining Giving and Slowing Solicitations

How one Rodman & Associates client took control of his giving Read more caret_right