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Understanding Special Distributions from Long-Term Asset Pools

What are some of the challenges for nonprofit organizations when choosing to make special distributions from longer-term asset pools?

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A Guide to Investing Donor-Advised Fund Assets

Charitable organizations need to provide a wide spectrum of asset allocation recommendations to address the goals of their donors.

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Five Best Practices for Institutional Investors

We’ve put together a list of five best practices to help nonprofits, endowments, and foundations as they revisit their investment programs in 2020.

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Planned Giving Flash Update: ACGA Rate Change, CGAs Remain Attractive

In this flash update, we discuss the ACGA rate decrease and why we still believe CGAs remain an attractive charitable vehicle for donors.

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Company-Sponsored Philanthropy as a Component of Corporate Strategy

Most companies view philanthropy a part of corporate strategy, and establishing a corporate foundation is one way to address company-sponsored philanthropy.

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Nonprofit Enterprise Management: Strategic Planning for Adverse Scenarios

Nonprofit organizations are an important pillar of the global response to the current crisis. Following best practices for organizational management is key to success.

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