Our Stewardship

Fostering a culture of caring, inclusivity and leadership to build a brighter future

We strongly believe that continued investments in our communities are pivotal to our success. We also believe that our differences and our diverse experiences make us stronger. Work-life balance is another foundational element of life at RSM, and we encourage employees to chase what they are passionate about in their personal lives, in addition to being successful in their work.

Acting as trusted stewards of our communities

Developing programs that make a difference

Since 1926, our firm has been dedicated to giving back to others. Although 2020 posed challenges no one could have imagined, it also provided new opportunities to honor our legacy of stewardship.

By rethinking how we give throughout the pandemic, our people, our firm and the RSM US Foundation have remained steadfastly focused on supporting the communities where we live and work. In 2020, we not only raised funds and volunteered our time, we did so while protecting the health and safety of others and ourselves. We know these needs continue, and so will our stewardship.

Here are some stewardship highlights from 2020:

  • Through inventive fundraising activities, firm funding, strong partner and employee participation, and financial support from the RSM US Foundation, we donated a record-breaking $4 million through our Birdies Fore Love program. These funds benefitted 86 local nonprofit organizations.
  • In April 2021, the RSM US foundation contributed $500,000 to 76 food banks across the U.S. and Canada. This donation followed a $1.8 million donation made by the firm and the foundation to food banks last year near the onset of the pandemic.
  • For RSM's 2020 Volunteer Week, our people, their families and friends transformed a 10-year tradition of hands-on, onsite events to socially distant, often at-home projects that benefitted 80 charitable organizations. Dollars for Doers, an RSM US Foundation program, buoyed volunteers’ time with grants to extend our impact. 
  • Committed to building the next generation of business professionals, RSM and our foundation continued support of colleges and universities through grants and scholarships, including a $1 million gift to DePaul University. Funded through partner contributions with matching dollars through the foundation’s University Giving Match program, the gift establishes two endowed faculty fellowships at the school’s Driehaus College of Business.
  • In addition to 10 Power Your Education awards in the U.S. totaling $100,000, we expanded our educational support by offering 11 new scholarships and up to $290,000 in awards. We introduced three new scholarship programs—Power Your Education–Canada, RSM Power of Inclusion Scholarship, and First Generation Scholarship—to support students pursuing higher education and help build the middle market leaders of tomorrow.

Be sure to check out the 2020 RSM US Foundation Giving Report to learn more about our stewardship impact.

Despite the business changes as a result of COVID-19, we have remained committed to making a difference in our local communities by finding new ways to give back.

RSM US Foundation — Giving by year

Hover or tap on the bar below to see the breakdown of what programs were involved that year. 

$7M
$6M
$5M
$4M
$3M
$2M
$1M
$0
$992,923
2015
$2,145,364
2016
$3,139,900
2017
$3,247,703
2018
$5,477,603
2019
$6,351,574
2020
Cumulative giving to date
$21.4
million

2020 Program breakdown

$2,670,105

Birdies Fore Love

$188,073

Dollars for Doers

$695,718

University giving

$165,035

CDI Impact Fund

$2,330,682

National Charities

$301,961

Other Giving

2019 Program breakdown

$2,644,422

Birdies Fore Love

$417,602

Dollars for Doers

$884,275

University giving

$172,000

CDI Impact Fund

$1,104,250

National Charities

$255,054

Other Giving

2018 Program breakdown

$2,210,953

Birdies Fore Love

$316,700

Dollars for Doers

$496,050

University giving

$190,000

CDI Impact Fund

$34,000

Other giving

2017 Program breakdown

$1,726,833

Birdies Fore Love

$234,866

Dollars for Doers

$584,050

University giving

$52,188

CDI Impact Fund

$140,626

National Charities

$401,337

Other Giving

2016 Program breakdown

$1,509,680

Birdies Fore Love

$181,160

Dollars for Doers

$322,334

University giving

$10,000

CDI Impact Fund

$122,190

Other giving

2015 Program breakdown

$931,580

Birdies Fore Love

$57,300

Dollars for Doers

$4,043

Other giving

Expanding the impact of diversity and inclusion

A continued commitment to celebrating the diverse world around us

Providing the power of being understood is RSM’s purpose, and understanding and valuing diverse perspectives is core to our brand. RSM is made up of many distinct perspectives from across our global enterprise. Each team member and leader provides perspectives that shape the larger image of RSM, enabling us to better serve our clients and communities while continuing to evolve the larger mosaic of our profession and society to be more diverse, equitable and inclusive.

As we work to make our personal and professional spaces more inclusive, we enhance the overall picture of who we are. That’s why we’re proud to take a significant step in our culture, diversity and inclusion evolution by sharing, for the first time, a deep and transparent look at our CDI efforts. Our inaugural diversity report, Inclusion: An Evolving Mosaic, offers an honest look at where we’ve come from, where we are now and where we are going.

Throughout our nearly 100-year history, RSM has embraced the power of being understood, both internally and externally. And in 2014, under the leadership of Rich Caturano and Tracey Walker, our values centered on understanding evolved into a formal program and business imperative to advance a culture of diversity and inclusion. Since then, we’ve stood up 12 employee network groups, educated thousands of team members around biases, and made strides in increasing representation of women and diverse professionals at all levels of our firm.

As our firm has grown, the diversity of our people has grown at an even greater rate. This is in line with our commitment to reflect the diversity of our communities and the clients we serve. We expect this growth will continue to accelerate as we advance our diversity and inclusion goals.

RSM HOLA! gathering.
Our employee network groups provide opportunities for volunteerism, professional development, mentorship and networking.

Following the call for racial equity, RSM developed resources to ensure our people and others could take action and engage as allies in matters relating to race, deepen their own learning, influence skeptics and foster understanding. All are welcome to use our resources for racial understanding and inclusion and share them with others.

We also launched the Middle Market Collaborative for Understanding (MMCU), a group of middle market organizations working together to actively advance inclusion and racial understanding within our own organizations and the broader middle market business community. In addition, RSM shares thought leadership based on this group’s quarterly meetings to detail the group’s key learnings.

Middle Market Collaborative
“Forming this collaborative is one of the many actions we have been taking because we believe that we can move forward more quickly with far greater success collectively than any one of us can alone.”
Joe Adams, Managing Partner and CEO, RSM US LLP

Our employee network groups are also joining the conversation through our “Inclusion Starts with I” video series. Our CDI thought leadership, advisory and instruction have helped enrich diversity strategies and outcomes for business schools, trade associations and privately held enterprises nationwide. We are also deepening our cultural effectiveness to enhance serving internationally active clients.

We take pride in the work that our teams have accomplished and know there’s much more work needed to build a culture, profession and society that mirrors and celebrates the immensely diverse world around us. At RSM, we’re committed to our role in driving this change. We remain focused on making a positive impact on our profession, our society and on each individual who interacts with our firm.

RSM 2020 Diversity Report

Read the full diversity report on our website.

Pursue your passion

Even during a pandemic, there are dreams to pursue

Since 2016, many of our people have seized the opportunity to submit their creative and unique applications to RSM’s Pursue Your Passion program. 2020 was no exception. Each applicant shared their dream for a chance at $10,000 plus additional time off to pursue a passion project they might not otherwise be able to realize. Meet our winners and learn more about their inspiring dreams.

inspiring Dreams...
Meet our winners and learn more.
Josh Baum
Joshua Baum
Assurance senior associate | Toronto, Ontario
Joshua will kick up his triathlon training to prepare for an Ironman event through which he’ll raise funds for a summer camp for children with cancer.
Erika Brighi
Erika Brighi
Project management senior associate, Culture, Diversity & Inclusion | Cedar Rapids, Iowa
Erika will use her voice to help make a lasting impact on her community through racial understanding and inclusion actions, advocacy and activism, and provide financial support for a mentoring group as well as a group of fathers who have lost children to gun violence.
Bill George
Bill George
Unified communications engineer senior | Minneapolis, Minnesota
Bill will participate in a weeklong, live-aboard sailing course with his two sons to help them understand that they’re stronger and more capable than they think, and reawaken his own sense of adventure.
Mya Gonder
Mya Gonder
North American Service Center tax manager | Charlotte, North Carolina
Mya is creating a program to provide foster children with resources and training to help them transition from being in foster care to being successful, independent adults.
MCK
Monica Kveton
Private client services ultrahigh net worth manager | San Antonio, Texas
Monica is expanding her knowledge of bees to educate others as well as purchasing larger honey extraction equipment so she can share honey with her community from the bountiful harvests to come.
Joe Miller
Joe Miller
Business valuations supervisor | Dallas, Texas
Joe is restoring a rusty, 1955 two-door Chevrolet Bel Air, which he calls the “magnum opus” of his passion for car building and restoration.
Joel Uy
Joel Uy
Private client services business owners senior associate | Houston, Texas
Joel is helping to raise funds, reconstruct homes and repair the flow of basic necessities, such as water and electricity, for those affected by typhoons in the Philippines.
Michelle W
Michelle Whittenhall
Business tax manager | Rockford, Illinois
Michelle is working with Chicago-area hospitals to develop and deliver care packages for parents with children in a neonatal intensive care unit. Her passion stems from her own daughter’s stay in the NICU.
Lindsay Zimmerman
Lindsay Zimmerman
Private client services financial intermediaries manager | Houston, Texas
Lindsay will ensure her daughter, who was born with a rare genetic condition, receives the best treatments for her physical, emotional and developmental well-being.
inspiring Dreams...
Meet our winners and learn more.
Josh Baum
Joshua Baum
Assurance senior associate | Toronto, Ontario
Joshua will kick up his triathlon training to prepare for an Ironman event through which he’ll raise funds for a summer camp for children with cancer.
Erika Brighi
Erika Brighi
Project management senior associate, Culture, Diversity & Inclusion | Cedar Rapids, Iowa
Erika will use her voice to help make a lasting impact on her community through racial understanding and inclusion actions, advocacy and activism, and provide financial support for a mentoring group as well as a group of fathers who have lost children to gun violence.
Bill George
Bill George
Unified communications engineer senior | Minneapolis, Minnesota
Bill will participate in a weeklong, live-aboard sailing course with his two sons to help them understand that they’re stronger and more capable than they think, and reawaken his own sense of adventure.
Mya Gonder
Mya Gonder
North American Service Center tax manager | Charlotte, North Carolina
Mya is creating a program to provide foster children with resources and training to help them transition from being in foster care to being successful, independent adults.
MCK
Monica Kveton
Private client services ultrahigh net worth manager | San Antonio, Texas
Monica is expanding her knowledge of bees to educate others as well as purchasing larger honey extraction equipment so she can share honey with her community from the bountiful harvests to come.
Joe Miller
Joe Miller
Business valuations supervisor | Dallas, Texas
Joe is restoring a rusty, 1955 two-door Chevrolet Bel Air, which he calls the “magnum opus” of his passion for car building and restoration.
Joel Uy
Joel Uy
Private client services business owners senior associate | Houston, Texas
Joel is helping to raise funds, reconstruct homes and repair the flow of basic necessities, such as water and electricity, for those affected by typhoons in the Philippines.
Michelle W
Michelle Whittenhall
Business tax manager | Rockford, Illinois
Michelle is working with Chicago-area hospitals to develop and deliver care packages for parents with children in a neonatal intensive care unit. Her passion stems from her own daughter’s stay in the NICU.
Lindsay Zimmerman
Lindsay Zimmerman
Private client services financial intermediaries manager | Houston, Texas
Lindsay will ensure her daughter, who was born with a rare genetic condition, receives the best treatments for her physical, emotional and developmental well-being.