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Insights for Non-Profits
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Why Your Organization Should Consider Planned Giving
January 13, 2016 | Fundraising
Planned giving is a creative process of supporting nonprofits and charitable organization to enable philanthropic donors to make larger gifts than otherwise possible from annual disposable income. Planned giving is built on the premise of building relationships in a three-tiered, strategic …
Audience
Non-ProfitsWebinar: Challenges and Opportunities for Endowments & Foundations in 2016
December 29, 2015 | Market Commentary
Income scarcity in a low interest rate environment and drops in donor retention rates, are two examples of the challenges facing endowments & foundations in 2016. Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment/Foundation Consultant, discuss our investment outlook and …
Audience
Non-ProfitsDeveloping an Understanding of the Fundraising Cycle
November 23, 2015 | Fundraising
An overview of recent giving trends tells the story by the numbers. Charitable giving is picking up speed and rose for the fifth year in a row in 2014, surpassing the peak in giving last seen before the Recession. Not surprisingly, Americans increased their charitable giving by 5.4%, to $358.38 …
Audience
Non-ProfitsManaging Spending Needs in Today’s Low Interest Rate Environment
July 20, 2015 | Market Commentary
Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …
Audience
Non-Profits
Should My Foundation Commit to a Multi-Year Grant?
April 28, 2015 | Fundraising
The stock market continues to reach new highs and philanthropic giving has more than fully recovered from the fall during the credit crisis of 2008-2009. According to the Foundation Center’s “Key Facts on U.S. Foundations” report, grants from private and community foundations were estimated to …
Audience
Non-ProfitsTry New Strategies as Giving Rebounds
September 26, 2014 | Fundraising
Donations are expected to bounce back to their 2007 pre-recession peak three years sooner than researchers expected, thanks largely to strong gains on Wall Street and four consecutive years of economic growth. Contributions totaled $335 billion in fiscal year 2013, a 3% increase over 2012, when …
Audience
Non-ProfitsEndowments and Foundations: A Closer Look at Spending Rules
April 07, 2014 | Investment Management
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 …
Audience
Non-ProfitsCharitable Giving in a Low Interest Rate Environment
March 12, 2014 | Fundraising
Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …
Audience
Non-Profits