For Nonprofits
Q3 Market Outlook: Contemplating a Few Big Questions
Our CIO discusses the impressive economic and equity market growth in the first half of the year, 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
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
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
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
Choosing the Best Charitable Giving Approach
In this video and paper, we describe and compare six different charitable giving approaches. ▸
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: 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. ▸