Nonprofit Investment Management Blog

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

Posted by Megan Lencoski on Apr 23, 2024 12:00:00 PM

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.

Read More

Topics: Nonprofit

How to Use Nonprofit Wealth Screenings to Find Major Donors

Posted by Gabrielle Perham, MBA on Apr 18, 2024 7:30:00 AM

Your nonprofit has ambitious goals; whether you’re planning to expand one of your programs, construct a new building, or set up an endowment fund, uncovering major donors who are eager to provide significant financial support is essential to your success. But among all the individuals stored in your database, how do you know which ones are the most promising prospects to pursue? 

Read More

Topics: Nonprofit

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.

Read More

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.

Read More

Topics: Nonprofit

From Lost to Found: Turning Lapsed Donors into Loyal Supporters

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

Read More

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

Read More

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! 

Read More

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.


Read More

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. 

Read More

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.

Read More

Topics: Nonprofit

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

carnegie top 4 things 2021 version-1

Looking to hire a Financial Advisor?

Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, you'll learn: 

  • The difference between fiduciary and suitability standards
  • Learn how some advisors may not be required to work in your best interest
  • Be aware of various types of hidden costs
  • The importance of third party custodians
  • The difference between fee-based and fee-only

Download Now, It's Free

Recent Posts

Subscribe here for monthly blog updates!