Nonprofit Services

Private foundations help individuals, families and organizations formalize their philanthropic goals and extend their impact. Unlike public charities, private foundations are funded and controlled by a single donor, family or corporation. This setup provides direct control over investment strategy, grantmaking, and mission, along with meaningful tax advantages. The process also requires meeting defined legal, regulatory and operational responsibilities.

Nonprofits compete with each other for donor attention and donor dollars. As digital channels become increasingly central to donor discovery, nonprofits must adapt by optimizing their online presence for visibility and credibility. This means clearly articulating their mission and impact across their website, social media profiles, and other digital touchpoints, ensuring that AI and search algorithms can easily identify and present their organization in response to donor queries.

The updated SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) provides great motivation to think about IRAs and charitable contributions. Part of the new development is the expansion of the  type of charity that is eligible for a qualified charitable deduction (QCD). 

Nonprofits play a vital role in society, tackling critical issues from poverty and hunger to environmental protection and education. But just like any organization, they are vulnerable to mismanagement and ethical lapses. That’s where good governance plays a role in sustaining your nonprofit.

For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable missions. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.

Nonprofits are built on stories. Stories of impact, of change, of community. But did you know that we often overlook one of the most potent storytelling tools a nonprofit has?

"Nonprofits are the backbone of our communities, providing essential support and services. But in turbulent economic times, their resilience is put to the test. This paper offers a roadmap for navigating challenges and seizing opportunities in turbulent times."

Assessing a nonprofit organization's financial health involves more than having enough money to keep the lights on. It's about effectively carrying out your mission, building relationships with donors and securing the resources you need to make a lasting impact.