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September 30, 2021 | Fiduciary
Non-profit fiduciaries have a duty of care to their organizations. Everyone knows they should be acting in the best interest of the organizations they serve. It’s the right thing to do. But do you and your board members realize that when it comes to financial matters, not only is ‘best interest’ …
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Non-ProfitsAugust 27, 2021 | Fundraising
Non-profit boards and investment committees have an important fiduciary responsibility. They must always do what is in the best interest of their organizations for their investment portfolios. This responsibility even exists when management decisions are delegated to third party investment …
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Non-ProfitsAugust 13, 2021 | Investment Themes
Investing with a mind’s eye toward Environmental, Social, & Governance (ESG) considerations is in many ways, more important now than ever for many non-profit organizations. In this webinar, we explore how non-profits can navigate the nuanced ESG landscape and implement an ESG …
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Non-ProfitsJuly 29, 2021 | Investment Themes
Investors striving to achieve not only a financial return, but a social benefit as well, often turn to socially responsible investing (or SRI). SRI is especially applicable for non-profits that are seeking to ensure that their organization’s investments are fully supporting and are aligned with …
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Non-ProfitsJune 29, 2021 | Fundraising
We caught up with Sabrina Henriques, Director of Development and Communications for Catholic Charities of Broome County, to learn about how she conceptualized the idea of hosting a polo match for the organization’s big fundraiser this year. In our interview, she shared planning …
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Non-ProfitsJune 18, 2021 | Fundraising
Fundraising is an important part of the financial health for most non-profit organizations. Advisors who are fluent in the basics of fundraising philosophy and processes will better understand the financial needs of their clients and can help communicate this important …
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Financial AdvisorsMay 24, 2021 | Estate Planning
Planned giving conversations are often brought up after a major life event: marriage, divorce, retirement, death in the family, etc. In some ways, the COVID-19 pandemic has been a major life event for everybody. It’s brought about significant changes in our day-to-day lives, and it’s led us all …
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All AudiencesMay 13, 2021 | Investment Management
Non-profits, endowments, and foundations face many unique challenges, and never has it been more evident than this year. Organizations like yours are vital to helping our communities thrive, and we created this issue of Impact because we want to help you navigate this unique and ever-changing …
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Non-ProfitsMay 13, 2021 | Fundraising
If your organization is looking to position itself well in the future, now might be a good time to put a greater emphasis on planned giving. Juan Bendeck of Hahn Loeser & Parks, LLP, Jack Simpson of Ballad Health Foundation and Nick Cintineo of Manning & Napier, shared their …
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Non-ProfitsMarch 26, 2021 | Fundraising
In 1987, the US declared March as Women’s History Month. Throughout this month, we remember women who blazed the trail in the fight for equal rights. We celebrate their achievements, and we reflect on the work that still needs to be done to ensure equality and opportunity. Women are no …
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