Endowments & Foundations

Our comprehensive collection of investment insights

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions

March 21, 2018 | Wealth Management

Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …

Webinar: A Closer Look at Spending for Endowments & Foundations

March 01, 2018 | Investment Themes

  When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …

James Ebenhoch

Endowment/Foundation Consultant

Tax Reform’s Impact on Non-Profits, Endowments, and Foundations

January 26, 2018 | Wealth Management

The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …

James Ebenhoch

Endowment/Foundation Consultant

Three Ways to Attract Millennial Donors Using Social Fundraising

December 11, 2017 | Investment Themes

Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors. According the Pew Research Institute, more than 62% of Millennials and Gen Xers use their …

Webinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders

September 14, 2017 | Wealth Management

Having well-rounded, knowledgeable board and staff can give non-profits a crucial leg-up. Every organization is different, but we’ve identified four broad areas of expertise essential to achieving long-term success in the non-profit space. We discuss why these areas are important and key takeaways …

James Ebenhoch

Endowment/Foundation Consultant

Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy

September 07, 2017 | Investment Themes

People are three times more likely to donate when asked by a friend or colleague. Based on that statistic alone, it’s no wonder so many non-profit organizations have begun to incorporate peer-to-peer fundraising programs in their annual strategic development initiatives. Also known as …


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