Endowments & Foundations

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

September 14, 2017 | Governance

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 | Fundraising

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 …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Four Elements of Effective Mission Statements

July 25, 2017 | Governance

One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Fiduciary

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, CIPM®

Senior Investment Consultant

Considerations for Balancing Investment Goals

April 04, 2017 | Investment Management

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 …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Tax Planning

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 …


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