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September 30, 2021 | Fiduciary
Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …
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Non-ProfitsAugust 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 …
Audience
Non-ProfitsAugust 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 …
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Non-ProfitsJuly 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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Non-ProfitsJune 29, 2021 | Fundraising
We caught up with Sabrina Henriques, Director of Development and Communications for Catholic Charities of Broome County, to learn about how she conceptualized the idea of hosting a polo match for the organization’s big fundraiser this year. In our interview, she shared planning …
Audience
Non-ProfitsMay 13, 2021 | Fundraising
If your organization is looking to position itself well in the future, now might be a good time to put a greater emphasis on planned giving. Juan Bendeck of Hahn Loeser & Parks, LLP, Jack Simpson of Ballad Health Foundation and Nick Cintineo of Manning & Napier, shared their …
Audience
Non-ProfitsJanuary 28, 2021 | Fundraising
We are coming off of one of the most tumultuous years in our lifetime. While non-profits faced unprecedented challenges this past year, 2021 could prove to be even more difficult. In this webinar we discuss what we’ve seen over the last year, what we expect from the year to …
Audience
Non-ProfitsOctober 30, 2020 | Fundraising
The COVID-19 pandemic has proven to be a major obstacle for the fundraising efforts of non-profits. Many have been forced to scale back on staffing and support programs, and some even had to close their doors. Organizations with an endowment have been fortunate to be able to …
Audience
Non-ProfitsDecember 12, 2019 | Fundraising
It takes generous people to help a community thrive. In our work with organizations and individuals, we are seeing that philanthropy continues to change and evolve. It is important to understand these changes, as philanthropy remains essential to both communities and …
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Non-ProfitsNovember 21, 2019 | Fundraising
With the holidays and gift-giving season upon us, now is the time to start thinking about your organization’s year-end fundraising campaigns. Kicking off the year-end giving frenzy is GivingTuesday, a global day of giving, which occurs this year on Tuesday, December 3rd. Last year, Giving …
Audience
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