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Endowments & Foundations » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission
July 06, 2018 | Investment Themes
Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …
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InstitutionalEndowments & Foundations » Making Socially Responsible Investing Work for Endowments and Foundations
May 21, 2018 | Investment Themes
Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …
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InstitutionalEndowments & Foundations » Get the Best from Your Board
April 26, 2018 | Wealth Management
Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.
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InstitutionalEndowments & Foundations » Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions
March 21, 2018 | Wealth Management
Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …
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Institutional
Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Wealth Management
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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InstitutionalEndowments & Foundations » Webinar: Fundraising & Finances FAQs
December 15, 2017 | Wealth Management
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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InstitutionalEndowments & Foundations » Four Elements of Effective Mission Statements
July 25, 2017 | Investment Themes
One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an …
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InstitutionalEndowments & Foundations » Four Tips for an Effective Fundraising Database
June 22, 2017 | Wealth Management
Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful …
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InstitutionalEndowments & Foundations » Webinar: Fundraising FAQs
June 09, 2017 | Wealth Management
We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.
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InstitutionalEndowments & Foundations » Documentation: A Simple Step to Strengthen Fiduciary Oversight
May 19, 2017 | Investment Themes
Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to. It’s important for …
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Institutional