Library

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Finding Funding Sources for a Foundation Start-Up

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 …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits

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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts

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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Five Ways to Attract Millennial Donors

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 …

Nicholas Cintineo

Senior Investment Consultant

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

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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Why Your Organization Should Consider Planned Giving

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 …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Developing an Understanding of the Fundraising Cycle

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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