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Endowments & Foundations » Fundraising & Finances: Helpful Hints for Endowments & Foundations
September 18, 2017 | Fundraising
From fundraising to finances, we have non-profits covered. We suggest ways to take action on the latest economic news and giving trends. Download the PDF »
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Endowments & FoundationsEndowments & Foundations » Webinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders
September 14, 2017 | Governance
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 …
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Endowments & Foundations
Endowments & Foundations » Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy
September 07, 2017 | Fundraising
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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Endowments & FoundationsEndowments & Foundations » Four Tips for an Effective Fundraising Database
June 22, 2017 | Fundraising
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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Endowments & FoundationsEndowments & Foundations » Webinar: Fundraising FAQs
June 09, 2017 | Fundraising
We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.
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Endowments & FoundationsEndowments & Foundations » Webinar: How to Find Income Opportunities in a Low Yield World
March 13, 2017 | Investment Management
Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities for income in today’s environment, and how these solutions might fit within …
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Endowments & FoundationsEndowments & Foundations » Finding Funding Sources for a Foundation Start-Up
February 27, 2017 | Fundraising
Recently our Endowment & Foundation Services team was asked how to go about finding funding sources for a newly created foundation. Sometimes a non-profit just needs to know where to look for funding opportunities and guidance on how to get the process started. Once the groundwork is laid for …
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Endowments & Foundations
Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits
February 01, 2017 | Tax Planning
Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …
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Endowments & FoundationsEndowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts
December 15, 2016 | Fundraising
As we enter the homestretch of 2016, many endowments and foundations are preparing their year-end fundraising campaigns or planning for next year’s strategies. The holiday season reminds us of year-end charitable gift giving, the time for donors to make their year-end contributions by December 31 …
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Endowments & FoundationsEndowments & Foundations » Webinar: 2017 Outlook
December 12, 2016 | Market Commentary
There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017 as …
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Endowments & Foundations