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A Unified Approach to Financial Health and Fundraising
In the nonprofit sector, the drive to secure funding often overshadows the equally important task of financial management and strategic growth. Many organizations tend to focus on fundraising exclusively. This is sometimes at the expense of developing a sustainable financial strategy that ensures long-term viability and growth. Bridging this gap requires a collaborative effort between stakeholders. One of the most Read More
In-House Management: Pros and Cons
Managing an endowment isn't just a financial task; it's the lifeblood of your nonprofit, the key to sustaining your mission and making a lasting impact. With years of experience working for Wall Street firms, we’ve seen firsthand the power of smart investment strategies and the critical importance of ethical fund management. The decision to manage your endowment in-house or to seek external expertise isn't one to Read More
Embracing Risk: The Path to Agility and Resilience in Nonprofits
For nonprofits, success hinges on the ability to adapt and endure, especially during challenging times. Effectively managing endowments and investments presents opportunities for increased stabilities. This has been exemplified in recent years, particularly with the COVID-19 pandemic testing the resilience of many organizations. Some nonprofits, which were considered to be robust and successful in raising funds, Read More
Market & Economic Snapshot Q4 2023
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Would Your Endowment Be Better Managed In-House or Outsourced?
For nonprofit organizations, managing an endowment is a critical responsibility that comes with a unique set of challenges and ethical considerations. A key decision in this area is whether to manage the endowment in-house or to outsource this task to professionals. This choice involves weighing the capabilities of internal staff against the potential benefits of external insights. The Risks of In-House Read More
Grasping The Responsibilities of UPMIFA
The Uniform Prudent Management of Institutional Funds Act (UPMIFA) is a crucial model law for nonprofit and charitable organizations. It offers guidance on investment decisions and endowment expenditures, aiming to ensure responsible and prudent fund management to support long-term goals and missions. For nonprofit leadership and board members, understanding and implementing UPMIFA is essential for the financial Read More
Unrestricted Gifts Still Need Structure
In the nonprofit sector, unrestricted gifts present a unique set of opportunities and challenges. These funds come with no strings attached, providing organizations with a rare flexibility in how they allocate their resources. However, the freedom associated with unrestricted gifts also brings a responsibility to make wise financial decisions that uphold the integrity of the nonprofit and fulfill its mission. Read More
NCJW presents seminar on tax strategies for Wednesday, Nov.15 in Donner Room
by NCJW The National Council of Jewish Women presents simple year-end tax strategies to maximize charitable gifts and decrease taxes. Whether someone writes a modest personal check to a nonprofit or has a charitable giving plan that includes a donor-advised fund or direct payments from an IRA, are they making the most of their generosity? Would one like to have a greater impact on the organizations about whom they Read More
Market & Economic Snapshot Q3 2023
