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Insights for Non-Profits
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#GivingTuesday: The Kick-off to Year-End Giving
November 20, 2018 | Fundraising
With the holidays and gift-giving season upon us, now is the time to start thinking about your organization’s year-end fundraising campaigns. Kicking off the year-end giving frenzy is #GivingTuesday, a global day of giving, which occurs this year on Tuesday, November 27th. Last year, # …
Audience
Non-Profits
Socially Responsible Investing Plays the Matchmaker Between Millennials and Non-Profits
October 30, 2018 | Investment Management
Over the past several years, the investing marketplace has shown a growing interest in socially responsible investing, or SRI. In a previous post, we outlined how SRI strategies are well suited to non-profit portfolios, given their dual focus on investment returns and social benefit, along with …
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Non-ProfitsWebinar: How Tax Reform is Really Impacting Charitable Giving
September 27, 2018 | Fundraising
As we get closer to the end of 2018, we’re beginning to realize tax reform’s actual impact on non-profits and giving. You’ll hear from our experts on how the Tax Cuts and Jobs Act has influenced what motivates donors and how that is impacting non-profits. You will learn how …
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Non-ProfitsFour Charitable Giving Strategies Favored by Tax Reform
September 12, 2018 | Tax Planning
The Tax Cuts and Jobs Act has had sweeping impacts for many US entities, and the not-for-profit sector is no exception. Tax reform doubled the standard deduction for individuals and married couples filing jointly. Consequently, fewer people will choose to itemize deductions, opting for the higher …
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Non-ProfitsHow A Custom Portfolio Can Help Non-Profits Achieve Their Mission
July 06, 2018 | Investment Management
Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …
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Non-ProfitsWebinar: Three Case Studies in Helping Non-Profits Achieve Their Mission
June 25, 2018 | Fundraising
As a not-for-profit employee or board member, you have the responsibility of helping your organization meet its financial and philanthropic goals. That can feel like a heavy burden in today's ever-evolving fundraising world and volatile investment environment. The good news is …
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Non-ProfitsMaking Socially Responsible Investing Work for Endowments and Foundations
May 21, 2018 | Investment Management
Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …
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Non-ProfitsGet the Best from Your Board
April 26, 2018 | Governance
Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.
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Non-ProfitsBalancing Varying Perspectives in Your Endowment/Foundation Spending Decisions
March 21, 2018 | Investment Management
Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …
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Non-ProfitsWebinar: A Closer Look at Spending for Endowments & Foundations
March 01, 2018 | Investment Management
When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …
Audience
Non-Profits