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April 05, 2021 | Estate Planning
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good …
Audience
IndividualsMarch 11, 2021 | Market Commentary
Watch our Growing Your Practice Through Opportunities with Charitable Organizations webinar where our experts discussed the significant and attractive opportunities of working with non-profits. For your convenience, we wanted to share a recording of the live event. As …
Audience
Financial AdvisorsNovember 24, 2020 | Fundraising
Does your organization have an Associate Board or Young Professionals Group? If not, are you interested in starting one? Join us on Friday, November 20th at 12pm for a panel discussion where members of our non-profit community will share their experiences in implementing these …
Audience
Non-ProfitsNovember 19, 2020 | Fundraising
Non-profits are under constant pressure to secure funds that help fulfill organizational goals. It is important to adapt giving strategies and traditional governance structures to stay on track, not only now, but also in the future.
Audience
Non-ProfitsJune 12, 2020 | Fundraising
We partnered with AFP of Western New York to give a presentation on the CARES and SECURE Acts, and the highlights, challenges, and opportunities that they present to non-profits.
Audience
All AudiencesMay 01, 2020 | Fundraising
The Coronavirus pandemic is causing significant hardships for non-profits. We are seeing these adversities take shape in the postponement or cancellation of revenue-generating events, the lack of available volunteers (due to safety restrictions), the dip in donations as …
Audience
All AudiencesApril 16, 2020 | Fundraising
The Coronavirus pandemic is causing significant hardships for many non-profits. Events and fundraisers have been canceled or postponed. It’s difficult to rally volunteers due to social distancing restrictions, and because unemployment has been climbing drastically, donors may have significantly …
Audience
Non-ProfitsFebruary 20, 2020 | Fundraising
In this digital age, people are utilizing technology in nearly every aspect of their lives. In order to keep up with the changing times, organizations are incorporating technology into their fundraising strategies. Micro-fundraising is a concept that has picked up speed in the non-profit world …
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 …
Audience
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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