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Strategies & Resources

Philanthropic insights, at your fingertips.

We strive to equip all of our philanthropic partners with the knowledge, tools, and confidence they need to pursue their dreams and advance their missions. Explore our growing library of resources and strategies below.

Giving USA

Giving USA 2022 At-A-Glance

According to Giving USA 2022: The Annual Report on Philanthropy for the Year 2021, 2021 was another outstanding year for charitable giving! Download our snapshot to review the key insights at-a-glance.

A Nonprofit's Checklist for Meeting With a Corporate Giving Officer

Developing relationships in corporate philanthropy is crucial, and it all starts with a first meeting. It doesn’t have to be overwhelming. Prepare by downloading our checklist.

Tell Us What's On Your Mind

Is there a philanthropic topic or two that you’d like more insight and resources on? Let us know below.
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Case Studies

Ronald McDonald, members of Team Cramer and the Ronald McDonald House Charities Dayton campaign team holding shovels

Ronald McDonald House Charities Dayton

Services Provided

  • Feasibility Study
  • Campaign Counsel
collage of photos with people handing out and receiving Lindy Infante Foundation's sport in a bag

Lindy Infante Foundation

Services Provided

  • Master Plan
  • Executive Coaching

Furniture Bank of Central Ohio

Services Provided

  • Feasibility Study
  • Campaign Management

What's New On the Blog

Celebrating Hispanic Heritage Month & the 5th Anniversary of Camp Amigas

Michelle Cramer, CFRE, President & CEO Five years ago, I decided I wanted to do something to honor my mother and...
Working Genius certification badge

What’s Your Working Genius?

Discover Your Talents and Strengthen Your Team On September 27th, celebrated author and management consultant Patrick Lencioni is launching his...
Photos of Dinky Youngsteadt-Parrish, Fr. Schalk, and Scott Marier

Let’s Talk About Hunger Action Month with Friends of the Firm

Denise “Dinky” Youngsteadt-Parrish, Dublin Food Pantry | Fr. David Schalk, Bishop Griffin Resource Center | Scott Marier, Westerville Area Resource...
graphic illustration of woman walking on top of arrows facing up and down

What to Expect When You’re Expecting a Recession

How should your organization prepare for the challenges ahead? Recession. These days, you can’t pick up a newspaper or turn...
Dr. Patricia Larkins Hicks Headshot

Let’s Talk About Cultural Competence with Friend of the Firm Dr. Patricia Larkins Hicks

Founder and President, The Outcomes Management Group (OMG) Pat Hicks brings a wealth of knowledge and experience around diversity, equity,...
philanthropic ecosystem

Creating a Thriving Philanthropic Ecosystem

Summertime offers a great opportunity to break from our daily routines of meetings and zooms to enjoy the outdoors and...