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Insights for Non-Profits
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Get 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.
Audience
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 …
Audience
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
Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Tax Planning
The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …
Audience
Non-ProfitsWebinar: Fundraising & Finances FAQs
December 15, 2017 | Fundraising
Our Endowment/Foundation team discusses the questions they hear most frequently from non-profits and share actionable steps your organization can take to overcome investment and development related challenges in the new year.
Audience
Non-ProfitsThree Ways to Attract Millennial Donors Using Social Fundraising
December 11, 2017 | Fundraising
Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors. According the Pew Research Institute, more than 62% of Millennials and Gen Xers use their …
Audience
Non-ProfitsFundraising & 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-ProfitsIncreasing 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-ProfitsFour 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-Profits