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Insights for Non-Profits
3 Tips to Help Non-Profits Secure Partnerships
April 15, 2019 | Fundraising
True partnerships between corporations and non-profit organizations are mutually beneficial. The corporation will benefit by bringing the mission of the organization to its employees through education, volunteer opportunities and the chance to make a difference, at the same time it is increasing …
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Non-Profits
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 …
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Non-ProfitsWebinar: 2019 Outlook for Non-Profits
February 08, 2019 | Investment Themes
After a year filled with uncertainty surrounding tax reform and market volatility, in addition to ever-evolving donor behaviors, non-profits are eager to take what they’ve learned in 2018 and take on another year of doing good. In our 2019 Outlook for Non-Profits, we discuss …
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Non-ProfitsFour 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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Non-Profits
#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, # …
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Non-ProfitsSocially 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-Profits