RSM’s Nonprofit Relationship Management Practice

By - April 11, 2023

Expanding and strengthening our resources for the greater good. RSM has once again aligned industry resources and expertise to bring the full power of the firm to leading nonprofits in North America.

This initiative is not new at RSM. The firm has serviced nonprofits for almost 100 years, as our mid-market focus is a perfect match for industry-leading nonprofits. What’s different is our cross-functional and industry focus on bringing the right solutions to our clients at the right time. Our partners are investing resources and technical expertise to build solutions that are best in class for nonprofits ready to deploy advanced technology to help fulfill their missions.

RSM’s cloud solutions include ERP and financial management tools, donor and member management, case and grant management, and fundraising and event management solutions. The company also provides consulting services to help nonprofits implement and optimize their cloud solutions and training and support to ensure that staff members have the skills and knowledge they need to use the technology effectively.

A Global Digital Approach

With a global presence in over 120 countries, RSM is uniquely positioned to help nonprofits navigate the complex challenges of today’s digital landscape. RSM provides business and technology consulting services to clients across various industries, including financial services, healthcare, technology, and retail. In addition, the firm offers multiple services, including strategy and operations consulting, IT consulting, digital transformation, and cybersecurity. RSM’s team of professionals works closely with them to understand their unique business needs and develop customized solutions to help them achieve their goals.

Industry Accolades

  • 2022 Microsoft Nonprofit Partner of the Year
  • 2022 NetSuite Worldwide Solution Provider Partner of the Year
  • 12+ year Salesforce partner with 190 certifications and 2000 completed projects, 70 certified experts, and a 4.8/5 CSAT rating
  • #1 on Bob Scott’s Top 100 VAR List for 9 consecutive years
  • 2022 Client Satisfaction Award Winner for ASI / iMIS
  • Four-time winner of the authorized iMIS solution provider of the year
  • Sage Intacct’s FY22 Growth Partner of the Year

Leveraging the Power of the Platform

Our team of industry of experts has the unique capacity to provide extensive platform expertise combined with a deep understanding of leveraging these modern cloud-based systems across all segments of nonprofits and NGOs. We serve charities, social services organizations, community foundations, faith-based governing bodies and schools, regulatory bodies, and professional and trade associations.

For immediate follow-up and inquiries, please contact me at or Bob Kanzler at

After more than 21 years of running a highly specialized association management software and technology consulting company, Lee is now focused on managing and growing a consulting practice at RSM US, a leading audit, tax, and management consulting firm providing professional services to industry-leading nonprofits and associations. Lee has spent his entire career focused on implementing and supporting sophisticated, vertical market application software. Lee began serving the non-profit market in 1994 and has since worked with over 250 non-profit organizations. Lee is focused exclusively on the tax-exempt sector, leading a diverse professional services team implementing several widely used nonprofit and AMS platforms, including ASI's iMIS Engagement Management System, the Salesforce-based Nimbleuser AMS, and also providing services for Salesforce Nonprofit Cloud. Lee is a longtime member of NYSAE and ASAE and, has served on many non-profit industry committees advisory councils, and has participated in many industry events as both a speaker and coordinator of educational programs. Some of Lees specialties include non-profit database applications, membership management, donor management, full event life cycle applications, website management, hosting, association management software, program promotion and marketing, executive training, community and cultural center software, resource scheduling, conference scheduling and logistics. Lee is a former board member of The Guide Dog Foundation and America’s Vet Dogs. One of Lee’s proudest achievements was his involvement in the initial formation of NiUG, the International iMIS User Group. Lee has been very active in the iMIS community and C Systems was for many years regarded as the largest Authorized iMIS Solution Partner (AiSP). C Systems is a multi-year winner of ASI’s AiSP of the Year award, an achievement that is the result of the work of a large number of dedicated and talented C Systems’ staff. While at C Systems Lee also partnered with Aventri, an industry leading SaaS based event and conference management platform and delivered the platform to a global client base in the US, Canada, the UK, and Australia.

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