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Endowments & Foundations » Webinar: Three Case Studies in Helping Non-Profits Achieve Their Mission
June 25, 2018 | Investment Themes
As a not-for-profit employee or board member, you have the responsibility of helping your organization meet its financial and philanthropic goals. That can feel like a heavy burden in today's ever-evolving fundraising world and volatile investment environment. The good news is …
Audience
InstitutionalEndowments & Foundations » Webinar: A Closer Look at Spending for Endowments & Foundations
March 01, 2018 | Investment Themes
When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …
Audience
Institutional
Endowments & 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 » Fundraising & Finances: Helpful Hints for Endowments & Foundations
September 18, 2017 | Investment Themes
From fundraising to finances, we have non-profits covered. Our new piece suggests ways to take action on the latest economic news and giving trends. Download the PDF »
Audience
InstitutionalEndowments & Foundations » Webinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders
September 14, 2017 | Wealth Management
Having well-rounded, knowledgeable board and staff can give non-profits a crucial leg-up. Every organization is different, but we’ve identified four broad areas of expertise essential to achieving long-term success in the non-profit space. We discuss why these areas are important and key takeaways …
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 » Webinar: 2017 Outlook
December 12, 2016 | Investment Themes
There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017 as …
Audience
Institutional
Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Themes
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
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InstitutionalEndowments & Foundations » What Should I Know Before Becoming a Board Member?
October 06, 2016 | Wealth Management
This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …
Audience
Institutional