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Mid-Year Update for Nonprofit Organizations
At midyear, the nonprofit sector is balancing resilience with uncertainty. Total giving hit a record in 2024, and recent tax law changes may support modest growth in individual donations. Still, rising costs and unpredictable funding remain key challenges. Many organizations are focusing on diversified revenue, digital tools, and tighter planning to sustain services and protect their missions.
Senior Wealth Advisor Daniel Yoo Recognized in National Ranking of Advisors to Watch
Daniel Yoo, Senior Wealth Advisor with the PBMares Wealth Management team, was recently recognized in AdvisorHub’s 2025 ranking of Advisors to Watch.
Who Owns Fraud Risk? The Pressing Need to Fill Governance Gaps and Keep Criminals Out
Learn more about the importance of identifying who is responsible for preventing fraud risk and how to fill governance gaps to prevent fraud.