Nonprofit Investment Management Blog

Megan Lencoski

Megan Lencoski
Megan is passionate about helping nonprofit organizations achieve their goals of maximizing impact and growing revenue streams. With over 9 years of experience working in nonprofit development, she understands that every organization is unique and faces different challenges. That’s why she meets nonprofit leaders where they are and tailors her approach to their specific needs. By providing customized guidance, practical solutions, creative fundraising techniques, and access to an extensive network of resources and specialized tools, Megan helps organizations create effective strategies that will help them achieve their revenue goals.

Recent Posts

What the 2026 New Above the Line Charitable Deduction Means for Your Nonprofit

Posted by Megan Lencoski on Feb 19, 2026 12:16:58 PM

For many nonprofits, one of the biggest fundraising challenges isn’t donor generosity, it’s donor confusion.

Donors want to help. They want to do the right thing. But when tax laws change, even well-intentioned supporters can feel unsure about how (or whether) their giving still “counts” when tax time rolls around.

That’s why the addition of the above-the-line charitable deduction for non-itemizers in 2026 is something every nonprofit leader and fundraiser should understand and communicate clearly to donors this year.

This change may not solve every fundraising challenge, but it could remove a common mental barrier for millions of donors who don’t itemize their taxes. And considering the IRS reports that 87% of tax filers take the standard deduction, chances are this change may affect a lot of your donor base.

Let’s break down what this change means, why it matters to your organization, and how to talk about it without sounding like a tax advisor.

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Topics: Nonprofit, Major & Planned Giving, Fundraising & Donor Retention

Make-A-Will Month Planning for Nonprofits: What to Do and Where to Start

Posted by Megan Lencoski on Feb 5, 2026 8:00:00 AM

Make-A-Will Month is an annual initiative that happens every August. It is designed to raise awareness about the importance of creating a will and planning for the future. It’s a time when individuals are encouraged to take stock of their assets, reflect on their legacy, and ensure that their final wishes are legally documented.

For nonprofits, Make-A-Will Month presents a unique opportunity to engage with supporters in meaningful ways, secure long-term funding, and build stronger, more lasting relationships. By actively participating in a Make-A-Will Month campaign, your organization can take a significant step toward ensuring its sustainability and continued success.

Want help getting ready for Make-A-Will Month? Canopy has a free Make-A-Will Month Toolkit you can download to get started and maximize the impact of your campaign.

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Topics: Nonprofit, Major & Planned Giving, Fundraising & Donor Retention

The UPMIFA 7% Rule Explained: What Nonprofit Boards Should Know

Posted by Megan Lencoski on Jan 22, 2026 10:00:00 AM

Endowment spending decisions are rarely about the number alone. Board members and nonprofit leaders are responsible for supporting today’s programs while safeguarding resources for the future, which means multiple factors must be considered when setting a withdrawal rate. 

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Topics: Nonprofit, Nonprofit Investment Strategy

When Should My Nonprofit Hire an Investment Advisor?

Posted by Megan Lencoski on Jan 8, 2026 11:05:07 AM

For many nonprofits, the question isn’t if professional investment guidance will be helpful; it’s when. 

Early on, managing reserves and small investment accounts internally may feel manageable. But as assets grow, donor generosity increases, and boards ask more thoughtful questions, the responsibility around stewardship naturally becomes more complex. 

So how do you know when it’s time to partner with an investment advisor? 

This post walks through the common signs nonprofits experience as they grow, along with what an advisor can help with and how to choose the right one.  

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Topics: Nonprofit, Nonprofit Investment Strategy

What Every Nonprofit Should Know About UPMIFA (Uniform Prudent Management of Institutional Funds Act)

Posted by Megan Lencoski on Dec 16, 2025 9:15:00 AM

As a nonprofit leader, you have probably heard of the Uniform Prudent Management of Institutional Funds Act (UPMIFA). But are you familiar with what it includes and who needs to follow it? Don’t let your organization pay the penalty of being noncompliant with this important act. This post covers the key components of the law and its goals, who it applies to, an overview of steps organizations should take to ensure compliance with the act, and potential penalties for noncompliance.

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Topics: Risk Management & Compliance, Nonprofit

3 Smart Giving Moves Donors Can Still Make Before December 31

Posted by Megan Lencoski on Nov 6, 2025 8:30:00 AM

 

Year-end always feels like a sprint. Donors are busy wrapping up the year, inboxes are overflowing, and your team is doing everything possible to make the most of the giving season. 

But amid the rush, there’s still time to help your supporters make a real impact, and even save a little on their taxes while they do it!

The truth is, many gifts in December are made in the final stretch. In fact, roughly 10% of all charitable giving for the entire year happens in the last three days. And although those donors definitely want to help your cause, they are likely making those gifts to lock in tax benefits for the year.  

That means every message you send, every story you share, and every opportunity you highlight between now and December 31 can make a difference. 

So while there’s not much time left on the clock, there is time to be strategic. Here are three smart giving moves your donors can still make before the end of the year, and how your nonprofit can help them do it. 

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Topics: Nonprofit, Fundraising & Donor Retention

Stock Donations Simplified: The Overlooked Asset That Could Boost Your Nonprofit’s Revenue

Posted by Megan Lencoski on Sep 25, 2025 11:30:00 AM

Many fundraisers think of cash when it comes to donations, but there's another valuable asset many overlook: gifts of stock. 

And no, we’re not talking about livestock! 

For savvy donors and nonprofits alike, stock donations present an incredible opportunity for giving that benefits both parties.

In this article, you will learn how stock donations benefit your nonprofit, the types of donors to focus on for this type of gift, and the tax advantages (and considerations) for both your organization and the donor.

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Topics: Nonprofit, Fundraising & Donor Retention

6 Ways Your Website Might Be Hurting Your Major Giving Program (And How to Fix Them)

Posted by Megan Lencoski on Aug 22, 2025 9:00:00 AM

Major gifts are almost always built on trust, timing, and strong relationships. 

But before a donor ever has coffee with you, they usually visit your website. 

And when they’re doing their research, often comparing multiple organizations they care about, they go back to your website again. What they find there can either build confidence… or quietly raise red flags. 

If you want to attract transformational gifts, your website needs to work with you, not against you. In this article, we'll explore 6 ways your website might be hurting your major giving program, and how to fix them.

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Topics: Nonprofit, Fundraising & Donor Retention

4 Reasons Your Nonprofit Should Consider a Board-Designated Endowment

Posted by Megan Lencoski on Jul 28, 2025 1:37:27 PM

When most nonprofit leaders think about endowments, they picture something… big. 

Big gifts. Big donors. Big institutions with big budgets. 

It’s no wonder many small and midsize nonprofits assume endowments are out of reach.  

Something to think about someday, when the organization is larger, the budget is less tight, or a transformational donor finally walks through the door. 

But what if that assumption is holding your organization back? 

The truth is, you don’t need a million-dollar gift to start building long-term financial stability. You don’t even need a donor. With the right mindset and a board vote, your nonprofit can start creating a board-designated endowment (also known as a quasi-endowment) using funds you already control. 

In this post, we’ll share four reasons why your organization should consider this powerful (and underutilized) tool, no matter your size. 

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Topics: Nonprofit, Endowments & Quasi-Endowments

Is It Time for Your Nonprofit to Start an Endowment? What You Need to Know.

Posted by Megan Lencoski on Jun 30, 2025 1:37:19 PM

When you work in nonprofit leadership, you spend a lot of time focused on the here and now: raising enough to meet this year’s goals, delivering on today’s promises, and making sure nothing falls through the cracks. 

But at some point, maybe during a board meeting, a donor conversation, or even a late-night budget review, a new kind of question pops up: 

What would it look like to create something more permanent? 

An endowment can feel like the answer to that question. It’s a tool that helps organizations plan beyond the next campaign or fiscal year and instead invest in their mission for the long haul. But for many nonprofits, especially small and midsized ones, the idea of starting an endowment can feel confusing, intimidating, or just… out of reach. 

In this post, we’re not here to tell you whether you should start one today. Instead, we want to help you think through whether an endowment belongs in your organization’s long-term strategy, and what to consider before you begin. 

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Topics: Nonprofit, Endowments & Quasi-Endowments

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