Relationships First. Expertise When Needed.
One Relationship. A Network of Possibilities.
Meaningful philanthropy can become complex.
A donor’s desire to make a lasting philanthropic impact may eventually involve charitable planning, estate planning, tax considerations, insurance strategies, wealth preservation, complex assets, endowments, family considerations, or other specialized issues.
No one person should pretend to be an expert in all of them.
RDA takes a different approach.
We begin with the relationship. Then we bring the right expertise to the table.
Through the RDA Resource Network, we bring together experienced independent professionals in areas such as:
Planned & Legacy Giving
Helping organizations identify and develop opportunities for meaningful future gifts, while providing education and specialized guidance as needed.
Charitable & Financial Strategies
Exploring appropriate approaches when philanthropy intersects with financial, tax, insurance, or wealth considerations.
Community Foundations
Providing charitable resources and expertise that can help donors and families structure their giving, establish funds and endowments, and pursue long-term philanthropic goals.
Estate & Professional Counsel
Working collaboratively with attorneys, CPAs, financial advisors, and other professionals when their expertise is required.
Whenever possible, RDA also works collaboratively with the donor’s existing professional advisors, respecting the relationships and counsel they already trust.
The value isn’t that one person knows everything. It’s knowing what needs to be done and bringing the right people together to accomplish it.
EXPLORE THE RDA RESOURCE NETWORK