Nonprofits are always trying to forge engagement and relationships with a potential client, donor, or volunteer. Through a story you provide a window into your world; the needs of your organization; who and how you help serve your community; and why it matters to the audience. Learn more.

In mid-October 2018, the financial markets experienced significant volatility. We advised our clients to "stay the course" and put the numbers into historical perspective to calm any fears. Read more about our best thinking here.

Succession planning doesn’t have to be a nightmare for nonprofit board members. Here are a few proactive steps to help you prepare for leadership change.

Learn how Socially Responsible Investing (SRI) is impacting today's nonprofits and whether it compromises investment returns.

What are the two biggest challenges facing nonprofit executive directors today? Find out here...and learn what actions to consider to tackle those challenges.

Did you know nonprofits are particularly at risk of unknowingly sabotaging their staff’s self-care? Here's how to ensure your nonprofit is healthy and happy.

For those age 70 ½ or older who are thinking about their year-end Required Minimum Distributions, you may want to consider using the QCD charitable gift option.

Don't let “Mission Creep” negatively affect your nonprofit. Learn the warning signs and how best to stay on course for those you serve.

Through the first three quarters of 2017, the benefits of global diversification have paid off for patient and disciplined investors. Learn more plus look ahead

Beware: The rules for inheriting an IRA from a parent, grandparent, or friend are much more complex than those for a spouse. Learn about the costly pitfalls!