For Nonprofits
Converting a Private Foundation to a Donor-Advised Fund
This article provides a high-level overview of the process for private foundations or other charitable entities to convert to a donor-advised fund. ▸
For Nonprofits
2022 Market Outlook: Definitively Uncertain
In his 2022 Market Outlook, our CIO Hans Olsen describes the uncertainties that the market faces this year, ranging from Covid to inflation. ▸
For Nonprofits
2021 Q4 Market Outlook: The Art of Storytelling
In our 2021 Q4 Market Outlook, our CIO analyzes the state of the economy, proposed legislative policy changes, and changing market conditions. ▸
For Nonprofits
2021 Q3 Market Outlook: Contemplating a Few Big Questions
Our CIO discusses the impressive economic and equity market growth in the first half of 2021, as well as the outlook for inflation and our investment perspective by asset class. ▸
For Nonprofits
Enhancing Performance: Risk Management
This article explains the benefits of going beyond traditional, fundamental risk factors and including macroeconomic risk factors to help optimize portfolio performance. ▸
For Nonprofits
The Role of Sustainable Investing
This article discusses how we examine ESG factors in all of our investment-related decisions and offer a range of sustainable investing options to fit a variety of client preferences. ▸
For Nonprofits
Protecting Your Endowment Gift
Learn about the options for mitigating risks associated with long-term endowment gifts. ▸
For Nonprofits
How to Develop a Charitable Giving Strategy
In this webcast, experts from Fiduciary Trust Charitable and Strategic Philanthropy, Ltd. discuss key steps to consider when creating and implementing a charitable giving strategy. ▸
For Nonprofits
Choosing the Best Charitable Giving Approach
In this video and paper, we describe and compare six different charitable giving approaches. ▸
For Nonprofits
Maximizing Charitable Impact in This Time of Great Need
In this webcast, an expert panel provides guidance for nonprofit donors, board members, and leaders on navigating the current pandemic challenges and delivering impact. ▸
For Nonprofits
Tax Law Changes for Private Foundations
Since the federal taxation rules for private foundations changed beginning in 2020, it is important for private foundations to understand the differences and implications. ▸
For Nonprofits
Using Donor-Advised Funds to Achieve Charitable Goals
Donor-advised funds, thanks to their tax advantages, flexibility, and low costs, provide an excellent vehicle for individuals and families interested in charitable giving. ▸
For Nonprofits
Choosing the Best Charitable Giving Approach
Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving. ▸
For Nonprofits
Minimizing Taxes with Charitable Gift Bunching
The 2017 federal tax law may allow for increased charitable gift “bunching” to accomplish philanthropic goals and potentially increase charitable tax deductions. ▸
For Nonprofits
A Perfect Pair: Private Foundations & Donor-Advised Funds
Private foundation trustees can benefit from understanding the advantages of using donor-advised funds to complement their foundations, or in some cases, converting the foundation to a donor-advised fund. ▸
For Nonprofits
Donor-Advised Fund or Private Foundation?
Understand the relative advantages of donor-advised funds and private foundations when pursuing charitable giving. ▸
For Nonprofits
Managing in a Low Interest Rate Environment
Survey research findings outline best practices for endowments & foundations investing in a low interest rate environment. ▸
For Nonprofits
Podcast: Developing a Charitable Giving Strategy
View our latest podcast where experts from FT Charitable and Strategic Philanthropy discuss ways individuals, foundations, and corporate grantmakers can increase their charitable giving impact. ▸
For Nonprofits
Podcast: Market Outlook Series
Chief Investment Officer Hans F. Olsen, CFA shares our latest views on the economy and markets in our quarterly market outlook podcasts. ▸