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Endowments & Foundations » Webinar: Three Case Studies in Helping Non-Profits Achieve Their Mission
June 25, 2018 | Investment Themes
As a not-for-profit employee or board member, you have the responsibility of helping your organization meet its financial and philanthropic goals. That can feel like a heavy burden in today's ever-evolving fundraising world and volatile investment environment. The good news is …
Audience
Institutional
Endowments & 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 …
Audience
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.
Audience
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 …
Audience
InstitutionalEndowments & Foundations » Webinar: A Closer Look at Spending for Endowments & Foundations
March 01, 2018 | Investment Themes
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, …
Audience
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 …
Audience
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.
Audience
InstitutionalEndowments & Foundations » Three Ways to Attract Millennial Donors Using Social Fundraising
December 11, 2017 | Investment Themes
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 …
Audience
InstitutionalEndowments & Foundations » Fundraising & Finances: Helpful Hints for Endowments & Foundations
September 18, 2017 | Investment Themes
From fundraising to finances, we have non-profits covered. Our new piece suggests ways to take action on the latest economic news and giving trends. Download the PDF »
Audience
InstitutionalEndowments & Foundations » Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy
September 07, 2017 | Investment Themes
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 …
Audience
Institutional