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...
A Smooth Transition for a Valued Community Organization In January of this year, Heidi Sherratt stepped back from her 11 years serving as executive director of Gunnison Tough. Prior to her coming onboard as a staff member, the organization had...
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...
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....
