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. 

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.  

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. 

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.

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.

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. 

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. 

If your nonprofit has an endowment or board-designated reserve, you’ve likely asked (or been asked) a version of this question: “How much of this can we actually spend?” 

It’s a reasonable question. But without a clear, written policy in place, the answers often vary depending on who’s in the room, how the market is doing, or what the budget looks like that year. 

That uncertainty can lead to confusion, tension, and decisions that feel reactive rather than strategic. 

A spending policy changes that. 

It gives your board and leadership team a shared understanding of how much you can draw from your invested funds each year, and helps ensure those decisions are grounded in purpose, not pressure. 

In this post, we’ll walk through what a spending policy is, how it works, and why it’s one of the most important financial tools your nonprofit may not be using yet.

Legacy gifts are among the most impactful contributions your nonprofit can receive. Most donor pyramid models put planned gifts at or near the top, even above major contributions from repeat donors. Plus, bequests (the most common type of legacy gift) make up nearly 10% of the entire charitable giving landscape and are growing in their combined value, according to Giving USA 2024.  

If your organization doesn’t have a solid strategy for soliciting and managing planned gifts, now is the time to create one! One of the keys to a successful legacy giving program is building strong donor relationships. Stewardship is especially important with planned gift donors, since their pledge and actual gift can be years apart. 

In this guide, we’ll walk through four strategies for showing gratitude to legacy donors and retaining their lifelong support. Let’s dive in!

The surrounding community provides nearly limitless opportunities for nonprofits to grow and expand their reach. Community outreach is a key strategy for acquiring donors and developing strong relationships with your organization.  

As your nonprofit explores new ways to improve outreach, it’s important to consider strategic partnerships, which can significantly enhance these efforts, providing additional resources, visibility, and support. In this guide, we’ll explore how to build and strengthen community partnerships to advance your fundraising goals.