Nonprofit Investment Management Blog

Sam Coates

Launching his first company at age 21, Sam quickly grasped the critical importance of understanding finances from a business owner’s viewpoint. His journey as an entrepreneur exposed him to various industry challenges, fostering a deep appreciation for innovative, adaptable solutions that directly address client needs. With an entrepreneurial spirit and a customer-centric approach, he continues to create practical solutions that perfectly align with clients’ unique needs.

Does Your Nonprofit Need Outside Financial Support? Signs It’s Time to Bring in Help

Posted by Sam Coates on Mar 26, 2026 9:00:04 AM

When donors contribute to your nonprofit, you want to honor their contribution and your mission by stewarding it responsibly. However, nonprofit financial management can be challenging, especially if your team currently lacks the bandwidth or expertise to complete the many associated duties effectively.

Topics: Nonprofit, Fundraising & Donor Retention

All posts

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!

Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.