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Endowments & Foundations » The Future of Philanthropy is More Strategic Than You Think

October 07, 2019 | Fundraising

Any organization that relies on philanthropy to operate should be planning carefully for the future. Like many things, philanthropy is an exercise in free will. People choose what to support based on their opinions, experiences, recommendations, etc. – just like they choose what to buy from a …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Activating Board Members as Fundraisers

May 17, 2019 | Fundraising

One of the most common challenges non-profits face is getting board members to engage in fundraising. Many charities may not require their board members to donate or fundraise. If they do, the expectation may not be properly communicated to board members. Successful charities have active board …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Endowments & Foundations » 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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » #GivingTuesday: The Kick-off to Year-End Giving

November 20, 2018 | 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, November 27th. Last year, # …


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