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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 …
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Non-ProfitsMarch 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 …
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Non-ProfitsJanuary 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. 2019 Outlook for Non-Profits.-- …
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Non-ProfitsOctober 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 …
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Non-ProfitsJuly 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 …
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Non-ProfitsMay 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 …
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Non-ProfitsApril 26, 2018 | Governance
Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.
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Non-ProfitsMarch 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 …
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Non-ProfitsJuly 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 …
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Non-ProfitsMay 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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