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Insights for Non-Profits
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Fundraising & Finances: Helpful Hints for Endowments & Foundations
September 18, 2017 | Fundraising
From fundraising to finances, we have non-profits covered. We suggest ways to take action on the latest economic news and giving trends. Download the PDF »
Audience
Non-ProfitsWebinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders
September 14, 2017 | Governance
Having well-rounded, knowledgeable board and staff can give non-profits a crucial leg-up. Every organization is different, but we’ve identified four broad areas of expertise essential to achieving long-term success in the non-profit space. We discuss why these areas are important and key takeaways …
Audience
Non-Profits
Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy
September 07, 2017 | Fundraising
People are three times more likely to donate when asked by a friend or colleague. Based on that statistic alone, it’s no wonder so many non-profit organizations have begun to incorporate peer-to-peer fundraising programs in their annual strategic development initiatives. Also known as …
Audience
Non-Profits
Four Elements of Effective Mission Statements
July 25, 2017 | Governance
One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an …
Audience
Non-ProfitsFour Tips for an Effective Fundraising Database
June 22, 2017 | Fundraising
Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful …
Audience
Non-ProfitsWebinar: Fundraising FAQs
June 09, 2017 | Fundraising
We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.
Audience
Non-ProfitsDocumentation: A Simple Step to Strengthen Fiduciary Oversight
May 19, 2017 | Fiduciary
Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to. It’s important for …
Audience
Non-ProfitsConsiderations for Balancing Investment Goals
April 04, 2017 | Investment Management
There are three main objectives to think about when establishing an investment approach for your endowment or foundation. Investment income (think interest payments from bonds and dividends from stocks) can provide a steady stream of funding to help support ongoing withdrawals Capital growth …
Audience
Non-ProfitsWebinar: How to Find Income Opportunities in a Low Yield World
March 13, 2017 | Investment Management
Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities for income in today’s environment, and how these solutions might fit within …
Audience
Non-ProfitsFinding Funding Sources for a Foundation Start-Up
February 27, 2017 | Fundraising
Recently our Endowment & Foundation Services team was asked how to go about finding funding sources for a newly created foundation. Sometimes a non-profit just needs to know where to look for funding opportunities and guidance on how to get the process started. Once the groundwork is laid for …
Audience
Non-Profits