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Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » It's Been a Great Decade. Now What?

January 16, 2020 | Fundraising

The 2010s are over, and by now, you’ve surely been inundated with nostalgic stories of how much the world has changed over the past decade. When it comes to investments, most of the recaps we’ve seen follow a similar narrative: It’s been a great decade for investors. You can’t argue with the …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » 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 …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Four Lessons Non‐Profits Can Learn From 2018

January 24, 2019 | Investment Themes

2018 was an eventful year from both an investment and fundraising perspective. Since the New Year is upon us, we thought we’d take this opportunity to reflect on the past year. Consider what these lessons might mean for your organization as we enter into 2019. You can learn actionable ways to …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Socially Responsible Investing Plays the Matchmaker Between Millennials and Non-Profits

October 30, 2018 | Investment Management

Over the past several years, the investing marketplace has shown a growing interest in socially responsible investing, or SRI. In a previous post, we outlined how SRI strategies are well suited to non-profit portfolios, given their dual focus on investment returns and social benefit, along with …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

July 06, 2018 | Investment Management

Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Making Socially Responsible Investing Work for Endowments and Foundations

May 21, 2018 | Investment Management

Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions

March 21, 2018 | Investment Management

Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Four Elements of Effective Mission Statements

July 25, 2017 | Governance

One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Fiduciary

Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to. It’s important for …


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