Not-for-Profit Investment Policy Statements: Little Changes, Big Impact
Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.
Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
Not-for-Profit Investment Policy Statements: Benchmarking Best Practices
Investment Policy Statements dictate how a nonprofit’s investment program operates. Learning how to benchmark and measure success, and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
How to Make Smart Investing and Tax Decisions at the Same Time
Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.
Why Not-for-Profit Investment Policy Statements Need Review
Serving on a nonprofit Board of Directors is a rewarding and meaningful way to give back to the community. It’s a labor of love for Board members, though some may not fully understand their [Read More]