Nonprofit News & Insights

A nonprofit team discussing investment portfolios

Latest

Diversifying Nonprofit Investment Portfolios: Balancing Risk and Return

Build a resilient nonprofit investment portfolio with smart diversification, risk management, and clear spending policies.

Michael Squier, CFP^®, ChFC^®, MBA

Sr. Wealth Advisor

Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience

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

A nonprofit leader is looking at investments

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

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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