Insights for Non-Profits

Impact

July 29, 2019 | Investment Management

Non-profits, endowments, and foundations face many unique challenges, especially when it comes to reaching their financial goals. We created this inaugural issue of Impact because we believe in helping those who help others. Impact contains articles and information on investing, lessons learned, …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

When is Grouping Donations a Smart Strategy for Donors?

March 06, 2019 | Tax Planning

We’re commonly asked: Is grouping donations a realistic strategy for small donors or is it a strategy for major donors who can afford to make a donation of several thousand dollars in one tax year? Is there a target annual income level that is likely to be able to use this strategy? The strategy …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Four Lessons Non‐Profits Can Learn From 2018

January 24, 2019 | Investment Themes

2018 was an eventful year from both an investment and fundraising perspective. Since the New Year is upon us, we thought we’d take this opportunity to reflect on the past year. Consider what these lessons might mean for your organization as we enter into 2019. 2019 Outlook for Non-Profits.-- …


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