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August 27, 2021 | Fundraising
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 …
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Non-ProfitsAugust 13, 2021 | Investment Themes
Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …
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Non-ProfitsJuly 29, 2021 | Investment Themes
Investors striving to achieve not only a financial return, but a social benefit as well, often turn to socially responsible investing (or SRI). SRI is especially applicable for non-profits that are seeking to ensure that their organization’s investments are fully supporting and are aligned with …
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Non-ProfitsJune 29, 2021 | Fundraising
We caught up with Sabrina Henriques, Director of Development and Communications for Catholic Charities of Broome County, to learn about how she conceptualized the idea of hosting a polo match for the organization’s big fundraiser this year. In our interview, she shared planning …
Audience
Non-ProfitsMay 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 …
Audience
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 …
Audience
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’ …
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