Every Dollar Counts: How to Evaluate a Nonprofit

Whether you’re researching organizations or already have some in mind, here are 10 key questions to ask when evaluating a nonprofit.
Whether you’re researching organizations or already have some in mind, here are 10 key questions to ask when evaluating a nonprofit.
Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.
If you feel like helping clients give their money away is counterintuitive–or counterproductive–to the value you can provide as a financial advisor, there’s an important case to be made for why, and how, charitable expertise fits into a wealth management practice.
Given the long investing time horizon that many private foundations enjoy, leveraging alternative asset strategies may offer distinct advantages. The benefits can include the ability to deliver higher returns than assets that require a liquidity premium and a higher…
In the current market environment, interest continues to grow in alternative investments that may be able to provide outsize returns and downside protection to private foundations. These strategies could enable individuals, boards, and corporations to expand their…
Explore the ways in which a private foundation can help you build a better family today and for generations to come.