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Insights for Non-Profits » Best Practices for Evaluating Your Investment Advisor

August 27, 2021 | Fundraising

Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …

Financial Planning » Avoiding Common Behavioral Mistakes

August 20, 2021 | Financial Planning

We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? …

Insights for Non-Profits » Webinar: Utilizing ESG to Align Financial Goals with Your Organization’s Values

August 13, 2021 | Investment Themes

Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …

Insights for Non-Profits » Doing Well While Doing Good: Considering Socially Responsible Investing

July 29, 2021 | Investment Themes

Investors striving to achieve not only a financial return, but a social benefit as well, often turn to socially responsible investing (or SRI). SRI is especially applicable for non-profits that are seeking to ensure that their organization’s investments are fully supporting and are aligned with …


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