Nonprofit Investment Management Blog

How to Build Donor Relationships Through Prospect Research

The Nonprofit’s Playbook for Attracting Life Insurance Gifts

3 Communication Tips to Bolster Your Donor Stewardship Plan

How to Reduce Friction in the Donor Journey

What Every Nonprofit Should Know About the Uniform Prudent Management of Institutional Funds Act

How to Use Nonprofit Wealth Screenings to Find Major Donors

More Than Bequests: Diversifying Your Legacy Giving Program

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

From Lost to Found: Turning Lapsed Donors into Loyal Supporters

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

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

Nonprofit Development Specialist Joins The Carnegie Team

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

Is My Nonprofit Too Small? 4 Misconceptions About Setting Up an Endowment Fund

5 Ways Your Nonprofit Can Prepare for the Great Wealth Transfer

Why Your Nonprofit Should Prepare for the Great Wealth Transfer

How to Leverage Giving Tuesday to Promote your Nonprofit Endowment

How Qualified Charitable Distributions Can Boost Your Year-End Campaign

Nonprofit Donor Stewardship: How to Increase Donor Retention and Grow Future Gifts

12 Ways to Steward Endowment and Major Donors

12 Ways to Steward Endowment and Major Donors

What is a Required Minimum Distribution (RMD) and How Can It Benefit Your Nonprofit?

Is Your Remit Envelope Hurting Your Endowment Fund?

How to Use Your Nonprofit’s Form 990 to Increase Major Gifts

  • There are no suggestions because the search field is empty.

Hands holding a clipboard with our guide to Frequently Asked Questions for Nonprofits Seeking an Investment Advisor

Looking to hire a Financial Advisor for your nonprofit?

Finding the right investment advisor shouldn't be difficult.

In this easy, two-page guide, we walk you through the key questions you should ask when evaluating investment advisors for your organization. Here's what you'll learn: 
  • Key questions to ask potential advisors
  • How to compare different investment advisors
  • The importance of a personalized investment strategy
  • What additional, value-added services your advisor should offer you

Download Now, It's Free and Helpful!

Recent Nonprofit Articles

Subscribe here for monthly blog updates!