Endowments and trust: What’s the connection? When nonprofits talk about endowments, the conversation often centers on financial sustainability. Endowments can provide steady support through distributions, build long-term stability, and help an organization weather...
Tax time: Old things, new things, and things you can do As nonprofit professionals, we all know that tax season is more than a pile of paperwork! It’s a window into what donors are thinking, what their advisors are recommending, and how federal tax law may influence...
Beyond the donor: Engaging advisors in stewardship Many nonprofits have noticed a subtle shift in donor behavior over the last several years: more donors are giving with advice. Some donors consult a financial advisor or CPA for year-end planning. Some work with an...
A Creative Tool for Giving Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children...
Big and small, there is something for every giver As your 2026 fundraising and donor stewardship efforts begin in earnest, it’s worth focusing on developing specific strategies for high-income and affluent donors on one hand, and entry-level donors on the other end....
