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Endowments & Foundations » Four Tips for an Effective Fundraising Database
June 22, 2017 | Wealth Management
Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful …
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InstitutionalEndowments & Foundations » Webinar: Fundraising FAQs
June 09, 2017 | Wealth Management
We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.
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InstitutionalEndowments & Foundations » Finding Funding Sources for a Foundation Start-Up
February 27, 2017 | Investment Themes
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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Institutional
Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits
February 01, 2017 | Investment Themes
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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InstitutionalEndowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts
December 15, 2016 | Investment Themes
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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InstitutionalEndowments & Foundations » Webinar: 2017 Outlook
December 12, 2016 | Investment Themes
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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InstitutionalEndowments & 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 …
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InstitutionalEndowments & 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 …
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InstitutionalEndowments & 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 …
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InstitutionalEndowments & 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 …