Insights for Non-Profits

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 …

Impact - Volume Three

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 …

The Importance of a Gift Acceptance Policy

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 …


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