Library

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, # …

Endowments & Foundations » Webinar: How Tax Reform is Really Impacting Charitable Giving

September 27, 2018 | Fundraising

As we get closer to the end of 2018, we’re beginning to realize tax reform’s actual impact on non-profits and giving. You’ll hear from our experts on how the Tax Cuts and Jobs Act has influenced what motivates donors and how that is impacting non-profits. You will learn how …

Endowments & Foundations » Webinar: A Closer Look at Spending for Endowments & Foundations

March 01, 2018 | Investment Management

  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, …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations

January 26, 2018 | Tax Planning

The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …


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