Nonprofit News & Insights

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How To Help Build a Prudent Endowment Spending Policy

A prudent endowment spending policy aims to balance today’s mission with tomorrow’s sustainability. Learn the seven UPMIFA factors and compare spending methodologies.

Jerry Zimmerer, CFP^®, CPA

Sr. Wealth Advisor

Getting the Balance Right Between Endowment and Operating Reserves

Talk to Donors About Qualified Charitable Distributions Now

AI Wealth Is Changing Philanthropy. Is Your Giving Plan Ready?

Is Your Board Meeting Its Fiduciary Duty on Investments?

AI and Endowment Investing: What Boards Need To Know

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Endowment Spending Policy: When to Bend the Rules

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

Target Appreciated Securities to Unlock Impact, Meet Donor Needs

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

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Why IPS Reviews Are Essential for Nonprofits and Foundations

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Best Practices in Liquidity Management for Nonprofits

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

How Next-Gen Donors Are Redefining Philanthropy

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

Building Nonprofit Operational Resilience

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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

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Navigating Fiduciary Responsibilities in Nonprofit Investment Management

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Investment Committee Best Practices for Nonprofits

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Aligning Investment Strategies with Nonprofit Values

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How Each Generation Gives: Optimizing Fundraising Across Donor Groups

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The Role of Mercer Advisors in Supporting Nonprofit Missions

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Crafting an Investment Policy Statement for Your Nonprofit

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Evaluating Benefits of Outsourced Chief Investment Officers (OCIOs)

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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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