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Endowments & 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
Institutional
Endowments & 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 …
Audience
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 …
Audience
InstitutionalEndowments & Foundations » Webinar: Fundraising FAQs
June 09, 2017 | Wealth Management
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.
Audience
InstitutionalEndowments & Foundations » How to Find Income Opportunities in a Low Yield World
March 13, 2017 | Investment Themes
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 …
Audience
InstitutionalEndowments & Foundations » Finding Funding Sources for a Foundation Start-Up
February 27, 2017 | Investment Themes
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 …
Audience
Institutional
Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits
February 01, 2017 | Investment Themes
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 …
Audience
InstitutionalEndowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts
December 15, 2016 | Investment Themes
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 …
Audience
InstitutionalEndowments & Foundations » Webinar: 2017 Outlook
December 12, 2016 | Investment Themes
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 …
Audience
InstitutionalEndowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Themes
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
Audience
Institutional