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Insights for Non-Profits » Tapping into the Great Wealth Transfer
August 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 …
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Non-ProfitsInsights for Non-Profits » Impact
July 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, …
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Non-Profits
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 …
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Non-Profits
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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Non-ProfitsInsights for Non-Profits » Making Socially Responsible Investing Work for Endowments and Foundations
May 21, 2018 | Investment Management
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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Non-ProfitsInsights for Non-Profits » Get the Best from Your Board
April 26, 2018 | Governance
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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Non-ProfitsInsights for Non-Profits » Balancing Varying Perspectives in Your Endowment/Foundation Spending Decisions
March 21, 2018 | Investment Management
Spending decisions are at the core of what endowments and foundations are designed to do. Spending, in this case, refers to distributions or withdrawals designated to support the missions of non-profits and charities. Despite most agreeing on the importance of these decisions, there may be little …
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Non-Profits
Financial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Tax Planning
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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IndividualsInsights for Non-Profits » Webinar: A Closer Look at Spending for Endowments & Foundations
March 01, 2018 | Investment Management
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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Non-ProfitsInsights for Non-Profits » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Tax Planning
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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Non-Profits