Insights for Non-Profits

Your Questions, Answered – Insights for 2022

February 28, 2022 | Non-Profits

2022 is a promising year for Endowments & Foundations. From donor relations to investments, the outlook is optimistic for organizations to overcome the challenges of the past few years, which is outlined in this year’s Outlook for Endowments & Foundations webinar. While many topics were covered, …

Threading the Needle: COVID-19 and Planned Giving

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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