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Insights for Non-Profits
3 Ways Your Organization Can Start the Year off Right
January 24, 2023 | Non-Profits
New year, new aspirations! Now is a great time to set goals, get on track, and manifest a successful year ahead. To give context to what to expect in financial markets and the economy this year, we will be sharing our Outlook on February 9, sign up today to reserve your spot. Until then, read …
An Inside Look into Navigating the Non-Profit RFP Process
December 27, 2022 | Investing
A request for proposal, or RFP, is an important tool when selecting an investment advisor. Non-profit leaders have a fiduciary duty to select advisors in a prudent manner, and by executing a formal RFP process, organizations can fulfill their responsibility by interviewing multiple advisors in …
4 Tax-Efficient Strategies to Boost Year-End Giving
November 28, 2022 | Non-Profits
In the spirit of gift-giving season being in full swing, now is the time to jumpstart your organization’s year-end fundraising plan. The season starts on Giving Tuesday, taking place on November 29th, and there’s a few ways to entice donor generosity. We don’t need to tell you how …
When Disaster Strikes
October 25, 2022 | Non-Profits
When natural disasters strike, non-profits play crucial roles in response and recovery efforts – but may also be directly impacted themselves. From making sure your team is safe, to navigating disruptions in operations and donor outreach, how can non-profits ensure they remain effective in the …
Four Policies Every Organization Needs for an Endowment
September 27, 2022 | Non-Profits
What goes into managing and growing a successful endowment? There are many important elements such as a committed board and staff members, knowledgeable and stable leadership, and strong financials and reputation. Having reliable policies is also a necessity. These documents not only form the …
Best Practices for Evaluating Your Investment Advisor
August 30, 2022 | Non-Profits
Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …
Collaboration Works Wonders
July 25, 2022 | Non-Profits
With a dedicated mission, Westerville Area Resource Ministry (WARM) has become one of the Westerville community's most trusted non-profits thanks to their proactive and clearly-defined approach to identifying donors and cultivating relationships. Now celebrating its 50th anniversary, WARM is a …
Four Elements of Effective Mission Statements
July 25, 2022 | Investing
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 …
Dealing with Inflation as a Non-Profit
July 06, 2022 | Non-Profits
Earlier this year, the Consumer Price Index reported a more than 8% inflation rate, a remarkable rise and the highest reading in the United States in over 40 years. But you probably don’t need us to tell you that prices are on the rise. Everything from food and groceries to gas and travel …
The Non-Profit Volatility Advantage
May 18, 2022 | Investing
Market selloffs are never easy. It doesn’t matter whether you are an individual investor, a financial professional, or a non-profit organization, down markets are difficult to get through. But unlike many investors, the endowments and foundations that support non-profits and their missions …