Nonprofit News & Insights

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What To Do With Excess Cash: Board Guidance to Nonprofit Liquidity

Practical board guidance to managing nonprofit excess cash through segmentation, investment policy statements, and treasury management for long-term success.

Michael Squier, CFP^®, ChFC^®, MBA

Sr. Wealth Advisor

Target Appreciated Securities to Unlock Impact, Meet Donor Needs

Portfolio Construction in a Higher-for-Longer Interest Rate Environment

A team chatting about a portfolio

Why IPS Reviews Are Essential for Nonprofits and Foundations

A team doing an IPS review

Best Practices in Liquidity Management for Nonprofits

A team talking about liquidity

Private Markets for Nonprofits: Opportunities Beyond Private Equity and Venture Capital

How Next-Gen Donors Are Redefining Philanthropy

A volunteer helping out

Beyond Grants: Using Program-Related Investments to Drive Mission Results

Building Nonprofit Operational Resilience

A nonprofit team building operational resilience

Women in Philanthropy: Expanding Leadership, Impact, and Global Giving

The One Big Beautiful Bill Act: What’s Changing in 2026 for Charitable Giving?

A team chatting about how the OBBBA will change charitable giving in 2026

Last Chance to Maximize Your Charitable Tax Deduction Benefits Before New 2026 Limitations

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Diversifying Nonprofit Investment Portfolios: Balancing Risk and Return

A nonprofit team discussing investment portfolios

Strategies for Enhancing Donor Confidence

Aligning Your Portfolio With Your Nonprofit’s Liquidity Needs

The Future of Philanthropy: Trends in Nonprofit Investment Strategies

A nonprofit team meeting

Navigating Fiduciary Responsibilities in Nonprofit Investment Management

Two women discussing fiduciary responsibilities

Investment Committee Best Practices for Nonprofits

An investment committee meeting

Aligning Investment Strategies with Nonprofit Values

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How Each Generation Gives: Optimizing Fundraising Across Donor Groups

A gifts officer meeting with a donor

The Role of Mercer Advisors in Supporting Nonprofit Missions

An advisor helping support the mission of a non profit

Crafting an Investment Policy Statement for Your Nonprofit

Man sitting with a nonprofit investment advisor discussing his options

Evaluating Benefits of Outsourced Chief Investment Officers (OCIOs)

OCIO sitting at conference table with laptop

Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience

5 Ways to Help Boost Your Nonprofit

Building Financial Stability: How Nonprofits Can Prepare for Economic Downturns

OCIO vs. Consultant: Which Option Is Best for Your Organization?

Being an Impactful Nonprofit Board Member

How Charities Can Leverage CRUTs

Don’t Overlook Bonds as Part of Your Nonprofit’s Portfolio

Pave the Way for Legacy Gifting for Your Nonprofit

Understanding UPMIFA. Is your Nonprofit in Compliance?

3 Strategies for the Great Wealth Transfer

The Impact of Planned Giving

Protecting Nonprofits’ Cash Amid Turmoil

Grow Charitable Gifting Through Donor-Advised Funds

5 Digital Marketing Strategies for Nonprofits

Barriers to Giving: Understanding Your Donors’ Motivations and Blockers

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