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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 …
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Endowments & Foundations
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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Endowments & FoundationsEndowments & 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 …
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Endowments & FoundationsEndowments & 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, …
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Endowments & FoundationsEndowments & 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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Endowments & FoundationsEndowments & Foundations » Webinar: Fundraising & Finances FAQs
December 15, 2017 | Fundraising
Our Endowment/Foundation team discusses the questions they hear most frequently from non-profits and share actionable steps your organization can take to overcome investment and development related challenges in the new year.
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Endowments & FoundationsEndowments & Foundations » Three Ways to Attract Millennial Donors Using Social Fundraising
December 11, 2017 | Fundraising
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 …
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Endowments & FoundationsEndowments & Foundations » Fundraising & Finances: Helpful Hints for Endowments & Foundations
September 18, 2017 | Fundraising
From fundraising to finances, we have non-profits covered. We suggest ways to take action on the latest economic news and giving trends. Download the PDF »
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Endowments & FoundationsEndowments & Foundations » Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy
September 07, 2017 | Fundraising
People are three times more likely to donate when asked by a friend or colleague. Based on that statistic alone, it’s no wonder so many non-profit organizations have begun to incorporate peer-to-peer fundraising programs in their annual strategic development initiatives. Also known as …
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Endowments & FoundationsEndowments & Foundations » Four Ways to Build Stronger Relationships with your Donors
July 13, 2016 | Fundraising
How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …
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Endowments & Foundations