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CARES Act: Changes to Retirement Account Distributions

In this flash update, we focus on the changes to qualified retirement account distributions and their potential impact on charitable giving.

3 min read

Fundraising Through Adverse Scenarios

As nonprofits face challenges posed by the pandemic, we look at the correlation between total charitable giving and the broader economy, with a focus on fundraising.

6 min read

Flash Update: CARES Act – Charitable Giving Limitations Eased

Charitable giving provisions of the recently passed CARES Act that we think will be helpful to nonprofit organizations trying to marshal resources through the crisis.

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Maintaining Donor Engagement During the COVID-19 Pandemic

Nonprofits are facing new fundraising obstacles from the COVID-19 pandemic. We explore some strategies to help maintain fundraising efforts during this crisis.

6 min read

Endowments and Foundations: 2019 in Review

We review the state of endowments, focusing on returns based on asset allocation and endowment size, using information from the 2019 NACUBO study.

6 min read

Uniform Prudent Management of Institutional Funds Act (UPMIFA) & Spending Policy

Considerations for establishing the spending policy of a nonprofit investment program

5 min read

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