COVID-19 and Trusts, Foundations, Endowments, and Program Related Investments

March 19, 2020 | We were not fully prepared for this; not one of us had a COVID-19 toolkit in our desks. On the investment front though, some are better prepared than others. Financial professionals are expected to be able to manage investment volatility. Schooled (and ideally, experienced) in dealing with rapidly-changing markets, it is …

Getting Past the Chicken-and-Egg Cycle of Nonprofit Strategic Planning Skepticism

There is a lot of room for improvement in the usual nonprofit strategic planning process; so much so that current approaches can create fiduciary and organizational risk. Root causes are not hard to find. To start, many organizations see these plans as a box to check, something to pull together every few years, toss on …

The 360 Degree Donor Engagement Model

The generally accepted model for organizing and staffing nonprofit fundraising and development teams goes something like this, assuming there is the luxury of staff, of course. Each task or type of campaign is identified. There might be one or more people assigned to each discrete task or initiative, or there might be one (very busy) …