Endowments & Foundations

Covering topics that impact endowments and foundations

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Investment Themes

Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to. It’s important for …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Considerations for Balancing Investment Goals

April 04, 2017 | Investment Themes

There are three main objectives to think about when establishing an investment approach for your endowment or foundation. Investment income (think interest payments from bonds and dividends from stocks) can provide a steady stream of funding to help support ongoing withdrawals Capital growth …

James Ebenhoch

Endowment/Foundation Consultant

Finding Funding Sources for a Foundation Start-Up

February 27, 2017 | Investment Themes

Recently our Endowment & Foundation Services team was asked how to go about finding funding sources for a newly created foundation. Sometimes a non-profit just needs to know where to look for funding opportunities and guidance on how to get the process started. Once the groundwork is laid for …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Investment Themes

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …

James Ebenhoch

Endowment/Foundation Consultant

How to Increase Donations by Promoting Tax-Friendly Gifts

December 15, 2016 | Investment Themes

As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Themes

Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …


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