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May 24, 2021 | Estate Planning
Planned giving conversations are often brought up after a major life event: marriage, divorce, retirement, death in the family, etc. In some ways, the COVID-19 pandemic has been a major life event for everybody. It’s brought about significant changes in our day-to-day lives, and it’s led us all …
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All AudiencesMay 13, 2021 | Investment Management
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing …
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Non-ProfitsMay 13, 2021 | Fundraising
If your organization is looking to position itself well in the future, now might be a good time to put a greater emphasis on planned giving. Juan Bendeck of Hahn Loeser & Parks, LLP, Jack Simpson of Ballad Health Foundation and Nick Cintineo of Manning & Napier, shared their …
Audience
Non-ProfitsApril 28, 2021 | Fundraising
What types of gifts will your organization accept? What is the process for accepting them? The answer is usually straightforward for simple cash gifts. But as an organization expands its fundraising efforts, the answers can become more complicated. Non-profits should have well defined …
Audience
All AudiencesMarch 26, 2021 | Fundraising
In 1987, the US declared March as Women’s History Month. Throughout this month, we remember women who blazed the trail in the fight for equal rights. We celebrate their achievements, and we reflect on the work that still needs to be done to ensure equality and opportunity. Women are no …
Audience
All AudiencesFebruary 24, 2021 | Fundraising
An investment policy is a road map for your non-profit portfolio. It guides your investment program, specifying the risks you’re willing to take and the goals you’re trying to achieve. It should be the first step when an organization funds a portfolio, but it is not a ‘set it and forget it’ …
Audience
Non-ProfitsFebruary 20, 2021 | Fundraising
In this digital age, people are utilizing technology in nearly every aspect of their lives. In order to keep up with the changing times, organizations are incorporating technology into their fundraising strategies. Micro-fundraising is a concept that has picked up speed in the non-profit world …
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Non-ProfitsJanuary 28, 2021 | Fundraising
We are coming off of one of the most tumultuous years in our lifetime. While non-profits faced unprecedented challenges this past year, 2021 could prove to be even more difficult. In this webinar we discuss what we’ve seen over the last year, what we expect from the year to …
Audience
Non-ProfitsJanuary 15, 2021 | Fundraising
2020 was certainly a challenging year for many organizations, but for some, also a year of evolution and growth. Many of the lessons learned this year can help non-profits prepare for potentially difficult years ahead. Below are five lessons that non-profits learned in 2020. Virtual Reality is …
Audience
Non-ProfitsDecember 22, 2020 | Fundraising
Sarah F. Bothma Associate Attorney Underberg & Kessler, LLP Guest contributors, Sarah Bothma and Ed Russell from Underberg & Kessler, LLP, share the ways donors can benefit from creating an endowment. An endowment provides great flexibility for charitable giving, …
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