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Endowments & 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, …
Audience
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.
Audience
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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InstitutionalEndowments & Foundations » Webinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders
September 14, 2017 | Wealth Management
Having well-rounded, knowledgeable board and staff can give non-profits a crucial leg-up. Every organization is different, but we’ve identified four broad areas of expertise essential to achieving long-term success in the non-profit space. We discuss why these areas are important and key takeaways …
Audience
InstitutionalEndowments & Foundations » Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy
September 07, 2017 | Investment Themes
People are three times more likely to donate when asked by a friend or colleague. Based on that statistic alone, it’s no wonder so many non-profit organizations have begun to incorporate peer-to-peer fundraising programs in their annual strategic development initiatives. Also known as …
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InstitutionalEndowments & 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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