The artificial intelligence boom continued to be a primary driver of market performance in Q4. That partially drove international and emerging market equities to outperform U.S. stocks for the first time since 2017. Download full snapshot here. Read More
Jan 21st, 2026 – Your Endowment Roadmap: What You Need to Get It Started (Virtual Event)
Think it’d be great to have an endowment but aren’t sure where to start? This is for you!We’re getting together with some brilliant experts across multiple fields to help nonprofit leaders and board members who think it’d be great to have an endowment but aren’t sure where to start. Jan. 21, 2026 10 am Pacific/ 1 pm Eastern We’ll walk you through more impactful fundraising techniques, attract planned giving, Read More
How Do We Measure Our Nonprofit’s People Resilience?
In previous articles, you learned the fundamentals of building resilience for your nonprofit and how to measure your nonprofit’s fundraising resilience. Today we will cover the second key indicator of resilience - people. We’ll define what “people” resilience means and how to track that key indicator so your nonprofit can see the implications of these risks before it becomes detrimental to the health of the Read More
Treat Donors Like Investors: The Mindset Shift Nonprofits Need Now
Donors want confidence, not desperation. Learn how to attract major gifts by signaling financial readiness, bold vision, and long-term impact. Big donors today think like investors. They want to see confidence and strategy, not desperation. They want to join success, not rescue struggle. And they want measurable impact—not just good intentions. Here’s how nonprofits can shift from a scarcity mindset to an investor Read More
Building a Fearless Nonprofit Sector in Uncertain Times
Insights from CalNonprofits’ Annual Policy Conference CalNonprofits’ Annual Policy Conference at The California Endowment in Los Angeles. The theme — “United, Fearless & Powerful”— underscored the urgency of this moment for nonprofits. With federal uncertainty and tightening budgets, nonprofit leaders must not only adapt but lead with clarity and courage. This post summarizes key insights and strategic Read More
6 Years of Serving Nonprofits
We just passed another milestone: 6 years in business!We’re so grateful for all the wonderful nonprofits who have trusted us — a small, women-owned firm that combines financially smart investment services with socially responsible values that support your mission.In the emerging frontier of social investing, we saw that the specific needs of nonprofits were being underserved by the investment business community. Read More
