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Endowment/Foundation Consultant
February 27, 2017 | Fundraising
Recently our Endowment & Foundation Services team was asked how to go about finding funding sources for a newly created foundation. Sometimes a non-profit just needs to know where to look for funding opportunities and guidance on how to get the process started. Once the groundwork is laid for …
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Endowments & FoundationsSenior Investment Consultant
February 01, 2017 | Tax Planning
Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …
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Endowments & FoundationsEndowment/Foundation Consultant
December 15, 2016 | Fundraising
As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …
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Endowments & FoundationsDecember 12, 2016 | Market Commentary
There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017 as …
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Endowments & FoundationsEndowment/Foundation Consultant
August 17, 2016 | Fundraising
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 …
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Endowments & FoundationsJuly 13, 2016 | Fundraising
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 …
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Endowments & FoundationsSenior Investment Consultant
May 25, 2016 | Governance
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 …
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Endowments & FoundationsEndowment/Foundation Consultant
January 13, 2016 | Fundraising
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 …
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Endowments & FoundationsEndowment/Foundation Consultant
November 23, 2015 | Fundraising
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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