Library

Endowments & Foundations » The Future of Philanthropy is More Strategic Than You Think

October 07, 2019 | Fundraising

Any organization that relies on philanthropy to operate should be planning carefully for the future. Like many things, philanthropy is an exercise in free will. People choose what to support based on their opinions, experiences, recommendations, etc. – just like they choose what to buy from a …

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 » Four Lessons Non‐Profits Can Learn From 2018

January 24, 2019 | Investment Themes

2018 was an eventful year from both an investment and fundraising perspective. Since the New Year is upon us, we thought we’d take this opportunity to reflect on the past year. Consider what these lessons might mean for your organization as we enter into 2019. You can learn actionable ways to …

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, 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, 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 …


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