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James EbenhochX
Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Wealth Management
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
InstitutionalEndowments & Foundations » Three Ways to Attract Millennial Donors Using Social Fundraising
December 11, 2017 | Investment Themes
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
InstitutionalEndowments & Foundations » Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy
September 07, 2017 | Investment Themes
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
InstitutionalEndowments & Foundations » Four Tips for an Effective Fundraising Database
June 22, 2017 | Wealth Management
Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful …
Audience
InstitutionalEndowments & Foundations » Finding Funding Sources for a Foundation Start-Up
February 27, 2017 | Investment Themes
Recently our Endowment & Foundation Services team was asked how to go about finding funding sources for a newly created foundation. Sometimes a non-profit just needs to know where to look for funding opportunities and guidance on how to get the process started. Once the groundwork is laid for …
Audience
InstitutionalEndowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts
December 15, 2016 | Investment Themes
As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …
Audience
InstitutionalEndowments & Foundations » Five Ways to Attract Millennial Donors
August 17, 2016 | Investment Themes
Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …
Audience
InstitutionalEndowments & Foundations » Why Your Organization Should Consider Planned Giving
January 13, 2016 | Investment Themes
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 …
Endowments & Foundations » Developing an Understanding of the Fundraising Cycle
November 23, 2015 | Investment Themes
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 …