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As of January 1, 2020 new legislation called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became effective which profoundly impacts a favored strategy for beneficiaries who inherit IRA accounts. Prior to…
There are three action steps every nonprofit should be taking in these uncertain times of the COVID-19 crisis. I believe these action steps are critically important for the current and future health of their organization. …
This is one of the most important times of year for charitable fundraising. Nearly a third of all donations are made during the month of December. There’s nothing like a deadline to motivate, and the…
I recently attended the Nonprofit Storytelling Conference in Chicago in search of speakers and content for our upcoming Neighborhood Nonprofits Symposium. There were over 600 attendees from across the US and around the globe, with…
George Weiner is the “Chief Whaler” (a.k.a. founder and president) of Whole Whale, a digital agency based in Brooklyn, New York. Members of RegentAtlantic’s Neighborhood Nonprofit Group (NNG) recently asked Weiner for advice on improving…
Planned giving is an important—but often easily ignored—component of every nonprofit’s fundraising program. The reality is this: Charitable organizations tend to focus on raising money today through their Annual Fund or major gala event. The…
For many nonprofit organizations, their planned giving program basically consists of a tiny “Remember us in your will” tagline on marketing materials. I hate to tell you, but that little message probably isn’t going to result…
You may have heard that your nonprofit would benefit from having a clear ‘spending policy.’ But exactly what is it, and why do you need one for your organization’s endowment? To start, an effectively designed…
Whether your organization is searching for a new investment advisor or just doing a periodic review of the current financial service provider pool as part of your fiduciary responsibility, creating a well-designed Investment Management RFP…