Nonprofit Investment Management Blog

More Than Bequests: Diversifying Your Legacy Giving Program

Posted by Patrick Schmitt on Mar 14, 2024 12:14:11 PM

Legacy giving serves as a tried-and-true (if often underutilized) source of revenue for nonprofits. 

Planned gifts like bequests provide a range of benefits, including stable funding over time and opportunities to deepen relationships with your organization’s most dedicated supporters and their families. Creating a thriving legacy giving program is a worthy investment for organizations of all sizes. 

But even with a well-managed program, you may be inadvertently limiting the potential of your investment by keeping a narrow focus on just one type of gift.  

To help you maximize the impact of your legacy giving program, we’ll take a look at today’s legacy and non-cash giving options that might be excellent choices for some of your nonprofit’s donors.

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Topics: Nonprofit

Questions You Should Be Asking If Your Nonprofit Is Choosing a Financial Advisor

Posted by Megan Lencoski on Mar 6, 2024 1:04:01 PM

Are you struggling to find the right investment advisor for your nonprofit? 

You’re not alone. As a former Development Director, I know the overwhelming feeling of navigating the complex world of investments. When your mission’s success is at stake, you may be unsure of where to start and whom to trust with our nonprofit’s financial future.

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Topics: Nonprofit

From Lost to Found: Turning Lapsed Donors into Loyal Supporters

Posted by Megan Lencoski on Feb 29, 2024 2:23:27 PM

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Topics: Nonprofit

6 Ways Your Website Is Hurting Your Major Giving Program (and how to fix them)

Posted by Megan Lencoski on Nov 28, 2023 8:00:00 AM

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Topics: Nonprofit

How to Get Ready for Giving Tuesday When You’re Feeling Behind

Posted by Megan Lencoski on Nov 16, 2023 2:06:46 PM

 

Do you struggle to stand out on Giving Tuesday?  
Are you worried about donor fatigue at year-end?  
Are limited resources and technology hurdles holding your campaign back? 

As the Nonprofit Development Specialist at Carnegie Investment Counsel, I often hear these concerns. So when NXUnite reached out to me to be a panelist on their webinar, "The Final Push: Preparing for Giving Tuesday," I jumped at the opportunity!  

It was a great event where we shared strategies, trends, and innovative approaches that can help set your Giving Tuesday efforts up for success. I was joined by some seasoned development professionals who have been around the Giving Tuesday block many times: Laurie Hochman, Marketing Director from Auctria, and Kel Haney, Senior Consultant at Donorly. Along with our moderator, Colleen Carol from Nexus Marketing, we shared insights and ideas you can adapt to fit your campaign, including: 

  • Effective Giving Tuesday campaign strategies. 
  • Tech and tools to support your Giving Tuesday efforts. 
  • How to measure impact and success after the day. 

But don’t worry if you missed it. You can watch the recording here or read on. In this article, I’ll share our insights so you can be ready for Giving Tuesday! 

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Topics: Nonprofit

4 Effective Ways to Educate Donors About Donating Life Insurance

Posted by Carnegie Investment Counsel on Jun 7, 2023 12:00:00 PM

 

As a nonprofit leader, you are always looking for new ways to manage your organization’s investments and fundraise to support your organization’s mission. One source of revenue you may not have considered is life insurance policy donations. By encouraging your supporters to donate life insurance, you can generate significant funds and make a huge impact on your organization’s mission. In this article, we’ll share four expert tips to help you attract more life insurance policy donations to your nonprofit and maximize your fundraising potential.

 

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Topics: Investment Management, Nonprofit

Nonprofit Development Specialist Joins The Carnegie Team

Posted by Carnegie Investment Counsel on Jun 1, 2023 9:15:00 AM

Carnegie Investment Counsel has recently added a team member dedicated to helping nonprofit clients maximize their development efforts. The company is proud to welcome Megan Lencoski as its new Nonprofit Development Specialist. With Lencoski on board, nonprofit clients of Carnegie Investment Counsel now have access to consulting on revenue growth and fundraising strategies to increase their impact. 

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Topics: Investment Management, Nonprofit

Tips for Engaging Donors in Conversations About Life Insurance Policy Donations

Posted by Megan Lencoski on May 19, 2023 2:00:00 PM

 

In life, there are many difficult discussions that are inevitable but affect us all. A topic that is among the most uncomfortable to discuss is the end of our life. This fact causes most fundraisers to shy away from discussing life insurance policy donations with donors. But as a nonprofit leader, you know that managing your nonprofit investments and finances is essential. 

Did you know that by avoiding the topic, you are doing a disservice to both the donor and your organization? 

If you haven’t incorporated life insurance policy donations into your overall fundraising plan, you are losing out on significant revenue potential for your organization. In addition, you are denying the donor the mental health and tax benefits that come with making a large impact. In this article, we’ll explain why you should be talking about life insurance policy donations with your donors, and give you six actionable tips to bring up this difficult topic.

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Topics: Nonprofit

Maximizing Impact: Benefits of Donating Life Insurance Policy to Charity

Posted by Megan Lencoski on May 5, 2023 9:00:00 AM

Did you know individuals can donate a life insurance policy to support their favorite cause? Donating a life insurance policy to charity is a smart way to make a substantial contribution that can often result in a larger payout than a single gift the donor could have made in their lifetime. Moreover, by working with their investment advisor, donors can take advantage of unique tax benefits. Let’s explore how to donate a life insurance policy and what the benefits are.

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Topics: Nonprofit

What Is Investment Management for Nonprofits? Maximizing Returns While Maintaining a Charitable Mission

Posted by Megan Lencoski on Mar 28, 2023 2:00:00 PM

Are you a nonprofit looking to increase your funds and generate additional revenue? Investing or creating an endowment may be something you’ve considered, but you may not know where to start. If you’re asking “what is investment management for nonprofits?” it’s smart to learn more about maximizing your returns while maintaining your charitable mission. In this article, we dive into if nonprofits can invest, why effective nonprofit investment management is important and we offer four tips to help you manage your organization’s funds.

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Topics: Nonprofit

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