Library

James Ebenhoch

Endowment/Foundation Consultant

Endowments & 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 …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & 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 …

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …

Endowments & Foundations » Webinar: Fiduciary Insights for Endowments & Foundations

September 30, 2016 | Investment Themes

Fiduciary issues are often at the forefront of board members’ minds, and with good reason - it can be a complex and ever evolving topic. Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best …

James Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Five Ways to Attract Millennial Donors

August 17, 2016 | Investment Themes

Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …

Endowments & Foundations » Four Ways to Build Stronger Relationships with your Donors

July 13, 2016 | Investment Themes

How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …

Endowments & Foundations » Webinar: 5 Habits of Successful Endowments & Foundations

June 20, 2016 | Investment Themes

While investment returns are largely outside of your control, the policies and processes which define your organization are not. James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many …


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