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Insights for Non-Profits
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Four Ways to Build Stronger Relationships with your Donors
July 13, 2016 | Fundraising
How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …
Audience
Non-ProfitsWebinar: 5 Habits of Successful Endowments & Foundations
June 20, 2016 | Governance
While investment returns are largely outside of your control, the policies and processes which define your organization are not. James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many …
Audience
Non-Profits
A Knowledgeable Board & Staff is Key to Success
May 25, 2016 | Governance
What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …
Audience
Non-ProfitsEndowment & Foundation FAQs: The Hidden Risks of Fixed Income
April 26, 2016 | Investment Management
Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …
Audience
Non-ProfitsWebinar: The Hidden Risks of Fixed Income for Endowments & Foundations
April 05, 2016 | Investment Management
In order to stay on track towards their long-term goals, it's important for Endowments & Foundations to navigate the risks that exist in today's fixed income environment. We discuss these risks and how we can manage them through an active approach.
Audience
Non-Profits
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-ProfitsShould 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-Profits