Library

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, # …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Socially Responsible Investing Plays the Matchmaker Between Millennials and Non-Profits

October 30, 2018 | Investment Management

Over the past several years, the investing marketplace has shown a growing interest in socially responsible investing, or SRI. In a previous post, we outlined how SRI strategies are well suited to non-profit portfolios, given their dual focus on investment returns and social benefit, along with …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions

March 21, 2018 | Investment 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 …

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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & 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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & 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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Four Tips for an Effective Fundraising Database

June 22, 2017 | Fundraising

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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