Library

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Five Ways to Attract Millennial Donors

August 17, 2016 | Investment Themes

Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …

Endowments & Foundations » Four Ways to Build Stronger Relationships with your Donors

July 13, 2016 | Investment Themes

How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » A Knowledgeable Board & Staff is Key to Success

May 25, 2016 | Wealth Management

What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Why Your Organization Should Consider Planned Giving

January 13, 2016 | Investment Themes

Planned giving is a creative process of supporting nonprofits and charitable organization to enable philanthropic donors to make larger gifts than otherwise possible from annual disposable income. Planned giving is built on the premise of building relationships in a three-tiered, strategic …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Developing an Understanding of the Fundraising Cycle

November 23, 2015 | Investment Themes

An overview of recent giving trends tells the story by the numbers. Charitable giving is picking up speed and rose for the fifth year in a row in 2014, surpassing the peak in giving last seen before the Recession. Not surprisingly, Americans increased their charitable giving by 5.4%, to $358.38 …


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