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Insights for Non-Profits
Giving Tuesday: The Kick-off to Year-End Giving
November 21, 2019 | Non-Profits
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, December 3rd. Last year, Giving …
The Future of Philanthropy is More Strategic Than You Think
October 07, 2019 | Non-Profits
Any organization that relies on philanthropy to operate should be planning carefully for the future. Like many things, philanthropy is an exercise in free will. People choose what to support based on their opinions, experiences, recommendations, etc. – just like they choose what to buy from a …
Tapping into the Great Wealth Transfer
August 22, 2019 | Non-Profits
It is estimated that over the next 10 years, nearly $9 trillion will transfer from one generation to the next, but the so-called “great wealth transfer” doesn’t stop there. Over the next 50 years, a staggering $97 trillion is expected to transfer across generations. Numbers like these are a huge …
Impact
July 29, 2019 | Non-Profits
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, …
Webinar: Cultivating the Next Generation of Philanthropists with Associate Boards
July 26, 2019 | Non-Profits
Associate or junior boards are becoming more popular. Young professionals are often trying to grow their skill set and align themselves with a cause they care about. At the same time, organizations are always looking to create a pipeline of new leaders. Our panel of …
Webinar: How to Make Corporate Sponsorships a Win-Win
April 29, 2019 | Non-Profits
Corporate sponsorships can meaningfully help your organization reach its fundraising goals, but everybody wins when you are able to create a mutually beneficial relationship. Watch the replay to learn about this exciting case study where you will hear how Manning & Napier and …
3 Tips to Help Non-Profits Secure Partnerships
April 15, 2019 | Non-Profits
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 …
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 …
Endowments and Foundations: A Closer Look at Spending Rules
April 07, 2014 | Investing
Introduction By their very nature, endowments and foundations face a unique challenge: balancing the conflicting goals of meeting current spending needs, as well as supporting long-term spending needs well into the future. The decision to spend now generally means that less money is available …