Advisory Services

A Focus on Results

At the core of RPA’s relationship with its clients is a shared commitment to maximizing philanthropic resources and achieving significant impact. RPA assists individuals, foundations, corporations and public agencies in developing and implementing sound strategies that create measurable social value.

Expert Advice for Lasting Impact

RPA has helped many families and individuals navigate the complexities of starting a foundation. Our staff also assists companies looking to create new philanthropic initiatives or revise current strategies. Our thoughtful planning, thorough research and practical guidance will enable you to make the key decisions that bring your philanthropic vision to life. Moreover, RPA’s unique perspective on nurturing long-term effectiveness and building multi-generational “bridges” can ensure a powerful philanthropic legacy.

Whether you require professional advice focused on specific topics or are looking for a continuing administrative solution for your foundation, RPA will customize services to meet your objectives. Our staff members are skilled at:

  • Developing missions and goals that advance your philanthropic vision
  • Advising on approaches and techniques that enhance your impact
  • Coordinating related legal, tax, accounting and investment services
  • Designing succession plans and “next generation” engagement programs
  • Helping clients identify their philanthropic values

Philanthropists Set Spending Deadlines

The Wall Street Journal
May 21, 2009
By Shelly Banjo

A growing number of philanthropists are adopting spending deadlines and sunset provisions to ensure urgent global needs are addressed in a timely way.

By granting the entirety of funds within a certain period of time, these charitable efforts are looking to have a bigger immediate impact than traditional foundations, which are typically set up to last forever and pay out roughly 5% of assets a year.

Read the full article