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Endowments & Foundations » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission
July 06, 2018 | Investment Themes
Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …
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InstitutionalEndowments & Foundations » Webinar: Three Case Studies in Helping Non-Profits Achieve Their Mission
June 25, 2018 | Investment Themes
As a not-for-profit employee or board member, you have the responsibility of helping your organization meet its financial and philanthropic goals. That can feel like a heavy burden in today's ever-evolving fundraising world and volatile investment environment. The good news is …
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InstitutionalEndowments & Foundations » Making Socially Responsible Investing Work for Endowments and Foundations
May 21, 2018 | Investment Themes
Traditionally, endowments and foundations kept separate functions for their investment and mission related activities. Investment returns are typically used to fund a non-profit’s mission, but decisions on where and how to invest were usually made independently from philanthropy. This notion is …
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InstitutionalEndowments & Foundations » Get the Best from Your Board
April 26, 2018 | Wealth Management
Non-profits depend on the dedication of its board, staff, and volunteers to make their mission a reality. Without an educated, engaged board and staff, an endowment or foundation may find it difficult to articulate its long-term goals and set a path to achieve them.
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Institutional
Financial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Wealth Management
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
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IndividualEndowments & Foundations » Webinar: A Closer Look at Spending for Endowments & Foundations
March 01, 2018 | Investment Themes
When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …
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Institutional
Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Wealth Management
The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …
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InstitutionalEndowments & Foundations » Webinar: Fundraising & Finances FAQs
December 15, 2017 | Wealth Management
Our Endowment/Foundation team discusses the questions they hear most frequently from non-profits and share actionable steps your organization can take to overcome investment and development related challenges in the new year.
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InstitutionalEndowments & Foundations » Three Ways to Attract Millennial Donors Using Social Fundraising
December 11, 2017 | Investment Themes
Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors. According the Pew Research Institute, more than 62% of Millennials and Gen Xers use their …
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InstitutionalEndowments & Foundations » Fundraising & Finances: Helpful Hints for Endowments & Foundations
September 18, 2017 | Investment Themes
From fundraising to finances, we have non-profits covered. Our new piece suggests ways to take action on the latest economic news and giving trends. Download the PDF »
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Institutional