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October 30, 2020 | Fundraising
The COVID-19 pandemic has proven to be a major obstacle for the fundraising efforts of non-profits. Many have been forced to scale back on staffing and support programs, and some even had to close their doors. Organizations with an endowment have been fortunate to be able to …
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Non-ProfitsOctober 08, 2020 | Fundraising
The COVID – 19 pandemic has forced many organizations to consider starting an endowment. Non-profits that have had an endowment to lean on during this difficult period haven’t had to scale back as much as those without one. If you’ve determined that now is the right time for your organization …
Audience
All AudiencesSeptember 24, 2020 | Fundraising
Creating an endowment & foundation investment fund can be confusing. There’s a lot of decisions to make, and it can be difficult to know when the timing is best for your organization. Below, we’ve outlined our answers to some frequently asked questions about the establishment of endowment funds. …
Audience
All AudiencesAugust 19, 2020 | Fundraising
We had the opportunity to chat with Natalie Parscher, Vice President for Communications and Marketing at the Columbus Foundation, about the success of their most recent fundraising campaign, The Big Give. The Columbus Foundation launched the fundraiser in 2011 and holds it every 2-3 years. The …
Audience
All AudiencesJuly 22, 2020 | Fundraising
Change happened rapidly over the first six months of 2020. Many non-profit leaders are wondering how they can possibly prepare for what might come next. We believe the first step is to review what has happened, think strategically about the best way forward, and write it down in an actionable …
Audience
Non-ProfitsJune 29, 2020 | 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 …
Audience
Non-ProfitsAugust 22, 2019 | Fundraising
It is estimated that over the next 10 years, nearly $9 trillion will transfer from one generation to the next, but the so-called “great wealth transfer” doesn’t stop there. Over the next 50 years, a staggering $97 trillion is expected to transfer across generations. Numbers like these are a huge …
Audience
Non-ProfitsJuly 29, 2019 | Investment Management
Non-profits, endowments, and foundations face many unique challenges, especially when it comes to reaching their financial goals. We created this inaugural issue of Impact because we believe in helping those who help others. Impact contains articles and information on investing, lessons learned, …
Audience
Non-ProfitsOctober 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 …
Audience
Non-ProfitsSeptember 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 …
Audience
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