RDA’s approach follows a simple progression:
ASSESS: Understand where the organization stands today—its relationships, leadership, message, culture, resources, and legacy readiness.
PREPARE: Strengthen the organizational foundation and give leadership and development teams the confidence to recognize and discuss legacy opportunities.
ENGAGE: Develop deeper relationships with the people who already know, trust, and believe in the mission.
CONNECT: When opportunities require specialized knowledge, bring the donor’s existing advisors and appropriate philanthropic professionals into the conversation.
STEWARD: Continue developing the relationship so that a donor’s generosity becomes part of a lasting connection to the mission.
ASSESS → PREPARE → ENGAGE → CONNECT → STEWARD
Turning today’s trusted relationships into tomorrow’s lasting legacy.
Don Spak brings more than 55 years of business experience and relationship-building expertise.
“Is there a way I can do something more significant for this organization?”
That conversation could eventually involve an estate gift, appreciated assets, insurance, an endowment, tax considerations, family planning, or another philanthropic strategy.
The nonprofit leader or development professional doesn’t need to know every answer.
They need to recognize the importance of the question.
RDA helps organizations prepare for those moments—and, through the RDA Resource Network, makes the right expertise available when the conversation moves beyond traditional development.
That’s how relationships become opportunities.
And how generosity becomes legacy.