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Insights for Non-Profits
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 …
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 …
Impact - Volume Four
May 09, 2022 | Non-Profits
Get new ideas and fresh inspiration to serve your mission so you can do more of what you do best – raising money and driving results for those you serve. Feature articles include: Building Your Endowment in Five Steps Reasons to Make Board Diversity a Priority All That's Certain is …
5 Tips and Tricks for Keeping Board Members Engaged
April 29, 2022 | Non-Profits
Behind every successful non-profit organization is a strong board of directors. After finding and training a dedicated board, the critical next step is keeping members engaged and educated. The COVID-19 pandemic has made board engagement even more challenging since in-person contact has been …
5 Ways to Encourage Donor Confidence
March 28, 2022 | Non-Profits
Donor confidence is often the golden ticket when it comes to building lasting relationships and attracting meaningful gifts. You might be able to grab someone’s attention for an initial gift if they’re interested in your mission, but ongoing support and “investment”-level giving (including …