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Endowments & 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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Four Charitable Giving Strategies Favored by Tax Reform

September 12, 2018 | Tax Planning

The Tax Cuts and Jobs Act has had sweeping impacts for many US entities, and the not-for-profit sector is no exception. Tax reform doubled the standard deduction for individuals and married couples filing jointly. Consequently, fewer people will choose to itemize deductions, opting for the higher …

Endowments & Foundations » Webinar: Three Case Studies in Helping Non-Profits Achieve Their Mission

June 25, 2018 | Investment Management

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 …

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 …


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