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Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Socially Responsible Investing Plays the Matchmaker Between Millennials and Non-Profits

October 30, 2018 | Investment Management

Over the past several years, the investing marketplace has shown a growing interest in socially responsible investing, or SRI. In a previous post, we outlined how SRI strategies are well suited to non-profit portfolios, given their dual focus on investment returns and social benefit, along with …

James Ebenhoch

Endowment/Foundation Consultant

Insights for Non-Profits » Four Charitable Giving Strategies Favored by Tax Reform

September 12, 2018 | Tax Planning

The Tax Cuts and Jobs Act has had sweeping impacts for many US entities, and the not-for-profit sector is no exception. Tax reform doubled the standard deduction for individuals and married couples filing jointly. Consequently, fewer people will choose to itemize deductions, opting for the higher …


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