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August 13, 2021 | Non-Profits
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 …
July 29, 2021 | Non-Profits
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 …
June 29, 2021 | Non-Profits
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 …
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 …
May 13, 2021 | Non-Profits
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 …
May 13, 2021 | Non-Profits
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 …
April 28, 2021 | Non-Profits
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 …
March 26, 2021 | Non-Profits
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 …
February 24, 2021 | Non-Profits
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’ …
February 20, 2021 | Non-Profits
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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