Return on Good Industry Partners
Return on Good works with industry partners who share our values and our passion for doing good in the world.
One way we can help ourselves—and our clients—do the most good is to combine forces with industry partners who are also focused on maximizing charitable impact.
Return on Good works with the following companies to provide innovative and high ROI services to help meet fundraising, donor engagement, and impact goals.
Basepoint Wealth is a fee-only financial planning firm. That means all revenue to the business and advisors comes 100% from the transparent fees charged to clients for their services, and that Basepoint Wealth acts as a fiduciary in all advice given and actions taken. There is no compensation based on the products advisors recommend or the investments used. Learn more at basepointwealth.com or read our interview with Landis Wiley, a Certified Financial Planner.
boodleAI is focused on intentional fundraising and uses a revolutionary national database to hone donor engagement efforts. This groundbreaking AI-driven system gives the insights to see, the people who listen, and delivers a message that speaks the loudest to engage effectively and elevate giving. Learn more.
Community Phonecast, owned by the Munley Company, is an industry leader in providing interactive, town hall style meetings that include calling supporters to connect them to virtual events. Community Phonecast provides an easy-to-host and truly memorable donor engagement experience. With years of experience, Community Phonecast supports clients every step of the way. Learn more.
Endowment Partners is one of the only financial firms 100% focused on nonprofit asset management and financial strategy. The team at Endowment Partners is ready to help organizations of all sizes create solutions that focus on financial sustainability. This is key to maximizing the return on donor investments. Learn more.
Family Office Club is the largest association in the industry with 3,000+ registered ultra-wealthy investors globally. It is the only platform in the world where you will hear directly from the investor on where they want to allocate capital. The Club submits this information exclusively to members. The Club provides extensive resources for family offices, including networking events across the nation. Learn more.
Foundation Source empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of foundation management services, they are a trusted source for philanthropic expertise. Foundation Source offers industry-leading technology for foundations and offers a configurable suite of administrative, compliance, and advisory solutions. Learn more.
GrantsPlus helps nonprofits raise the grant funding they need to fulfill their missions and change the world. They have secured more than $250 million in public and private grants for community-serving agencies, health organizations, schools and colleges, cultural institutions, and other entities nationwide. Their team consists of more than 30 of the most experienced and talented grant professionals in the fundraising industry. Learn more.
Fidelity Charitable is a 501(c)(3) public charity. They help donors maximize their generosity through their donor-advised fund, called the Giving Account. Established in 1991, Fidelity Charitable is the nation’s top grantmaker, distributing $11.2 billion to charities in 2022. The Giving Account streamlines the process of strategic giving for a broad range of donors, allowing them to contribute many types of assets and plan their giving more systematically.
Schwab Charitable is an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. Schwab Charitable helps philanthropists fulfill their giving goals and make an even greater impact on the causes that matter the most to you when your donation is needed the most.