Investing during modern times can be a challenging endeavor. Whether you are the CEO or CFO of your organization, or a volunteer serving on the investment committee, the responsibility of managing the investment endowment and…
When establishing a significant charitable account, our clients will often weigh the advantages and disadvantages of opening a Donor Advised Fund (DAF) versus establishing a Private Foundation. While both vehicles provide a way for individuals…
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…
A common thread that tends to bind together nonprofits and those who serve them is the desire to have a positive impact on our society. Perhaps now - more than any time in the past…
In an early-2015 blog, we talked about the option of making gifts to charity directly from an Individual Retirement Account (IRA) to satisfy one's Required Minimum Distribution (RMD). This strategy is known as Qualified Charitable…
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…
It is my experience in dealing with gifting strategies that about two-thirds of all planned gifts to charities fall into that old standby category: The bequest. It’s an easy planned gift. The donor simply inserts…
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…
As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients look…
