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Wrong Rick Dunham?

Rick D. Dunham

President and Chief Executive Officer

Dunham Associates CPAs, Inc.

HQ Phone:  (408) 260-9600

Direct Phone: (469) ***-****direct phone


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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Dunham Associates CPAs, Inc.


San Jose, California,95126

United States

Company Description

Dunham Associates, CPAs goal is to provide each of our clients the best accounting services possible whether the services required are relatively simple or extremely complex. Our individual clients know we care about their specific needs and our business clien...more

Background Information

Employment History

President and Chief Executive Officer



DWR Wealth Management LLC

CPA, EA, PFS, Partner, Managing Member

The Giving Institute

Board Member

Direct Marketing Association Inc

Active Member

GUSA Foundation

Board Member

National Religious Broadcasters

Active Member


Board Member


California State University

Dallas Theological Seminary


Biola University


International School of Theology

Web References(178 Total References)

Dunham Associates CPA Partners - Dunham Associates CPAs

dunhamcpas.com [cached]

Rick D. Dunham, CPA, EA, PFS
Rick D. Dunham, CPA, EA, PFS rick@dunhamcpas.com Rick founded Dunham Associates, CPAs in 1996. His specialty is working with high net worth individuals and businesses here in Silicon Valley and enjoys the dynamics of tax and financial planning and business consulting. Rick's goal is to help his clients increase their net worth and lower taxes. This goal is facilitated by gaining a thorough understanding of each client's personal and business financial situation and assessing a variety of strategies to determine how best to obtain the clients' personal and financial goals. Rick is an Enrolled Agent (EA), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). As the managing partner of the firm, Rick oversees day to day decisions and activities of the firm along with strategic planning for firm growth. Rick and his wife and have 3 sons. He coaches Pop Warner Football and at his home in Morgan Hill he grows grapes and makes his own wine.

Survey of Millennial Donors Indicates They Will Likely Give More as They Mature - Member News - Member - AFP

www.afpnet.org [cached]

"With census data showing that Millennials have surpassed Baby Boomers as the largest generation, it's more important than ever that we understand their giving habits," said Rick Dunham, CEO of Dunham+Company, which consults with nonprofits on their fundraising and marketing needs.
"Millennial donors aren't who we thought they were," Dunham said.

Wealth Management - Dunham Associates CPAs

dunhamcpas.com [cached]

Rick Dunham
Email: rick@dunhamcpas.com

Direct Mail a Critical Driver of Online Giving | Dunham+Company Australia | fundraising research

www.dunhamandcompany.com.au [cached]

What we found was quite surprising," said Rick Dunham, President and CEO of Dunham+Company.
"Not only is offline communication important to driving online giving, it is actually much more important a catalyst to generating online gifts than we had anticipated." "It is remarkable to think that as much as one-third of the response to any given direct mail appeal could come via a charity's website," Dunham went on to say. "And it is especially important to realize that 1 in 4 of the core supporter demographic of most charitable organizations-the Boomer generation-is giving online when they receive a direct mail appeal... and that these donors, more likely than not, represent a high-value household. This changes both our understanding of the importance of offline communication to driving online revenue and the metrics for how we evaluate direct mail performance." "More than ever, charities must pay close attention to the ease and relevance of their online giving facility," Dunham concluded.

Focus on the fundamentals | Dunham+Company Australia | fundraising research

www.dunhamandcompany.com.au [cached]

Rick Dunham's commentary from Blackbaud's 2013 Charitable Giving Report
"For those faith-based-affiliated charities that are increasing revenue, fundraising fundamentals continue to drive that increase," said Rick Dunham, president and CEO of Dunham+Company, a fundraising firm in Plano, Texas, with just over 50 clients, including 30 based in the United States. Those fundamentals include effective integration of communications using multiple channels. Among them are direct mail, online communications, and the use of telephone communications to support those appeals. Other key fundamentals include attention to major-donor development and a focus on the cause and the people affected by the work of the charity. "That focus on fundamentals powered a strong year in 2013 for our clients, some who saw fundraising revenue grow 25 to 30 percent," Dunham said. "Consistency in message across communications channels is critical," he said. "If a donor receives an appeal by email or direct mail, for example, the message on the nonprofit's website and in its electronic communications should be consistent with the message in those appeals." "Major donor development also should be integrated into a nonprofit's overall fundraising strategy," Dunham said. "Rather than treating them separately from other donors, organisations should make sure major donors receive the same types of communications and messages that other donors receive, while ensuring that those messages are customised in the communications aimed at major donors." "Equally important, and where appropriate," Dunham said, "nonprofits should challenge donors with the potential to make significant gifts, while integrating those challenges with other fundraising communications." Major donors should "experience the same communications as other donors, but at a much higher level and customised to their significant relationship with the charity," Dunham said. "Direct mail appeals continue to be more effective at generating contributions than online appeals," Dunham said. "A truly effective direct-mail strategy will always outperform an online appeal strategy," he said. But when both strategies are integrated, a growing number of donors prefer to fulfil their gift online using their credit card. "That's why you want to make sure the donor experiences the same messaging online that they get through direct mail," Dunham said. For year-end appeals in 2013, he said some of his clients used a "takeover" strategy for their websites, with the messaging that donors were receiving through direct mail and email taking over the organisation's websites and becoming the main message donors were finding online. "It's not a driver to income," he said. "Such a strategy helps ensure that when a person comes to the charity's website, there's not confusion with the message but consistency through all channels." Dunham said his clients also used a phone strategy to set up year-end appeals by thanking donors for previous support and then reinforcing year-end gifts with follow-up calls after gifts were made - all with consistent messages across all platforms. "And whatever the particular focus of a multi-channel appeal, faith-based nonprofits should focus on the 'why' of the organisation, the cause, the people affected...not the 'what,'" Dunham said. "The fact that we're doing a specific project is not what motivates the most significant support," he said, "but 'why' we're doing that project - to transform lives and the way such a project helps people."

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