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Investment Update for Nonprofit Fundholders

our current strategies for managing our investment portfolio

Our Chief Investment Officer Shannon O'Leary provides an update on the performance of the multi-asset endowment portfolio and a look ahead at our investment strategy.

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Read Books That Encourage You to Give, Stand and Lead

Books That Encourage You to Give, Stand and Lead

Foundation staff and nonprofit leaders recommend their top summer reads for nonprofit employees.

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Watch Qualified Charitable Distributions in Retirement Video

Qualified Charitable Distributions in Retirement

In this video, we explore how donors can efficiently turn retirement income into a charitable donation.

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Read Why Beneficiary Designations Should Be Part of Your Fundraising Plan

Why Beneficiary Designations Should Be Part of Your Fundraising Plan

Beneficiary designations can be a great way for donors to leave a lasting legacy for organizations they love and support.

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Read How to Steward Donors During COVID-19

How to Steward Donors During COVID-19

Top five fundraising tips to help manage your current donor relationships

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Read Six Things to Read & Watch about the Changing Fundraising Landscape

Six Things to Read & Watch about the Changing Fundraising Landscape

How should nonprofits approach planned giving and major gift fundraising right now?

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Read How to Make Your Nonprofit Endowment a Successful Source of Income

How to Make Your Nonprofit Endowment a Successful Source of Income

Here are tips from our nonprofit partners on establishing a successful endowment fund.

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Read How to Build a Successful Endowment Fund

How to Build a Successful Endowment Fund

Tips on how to build and grow your nonprofit endowment fund, from nonprofits with a successful endowment fund

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Read Establish an Endowment, Create a Legacy

Establish an Endowment, Create a Legacy

Why establishing an endowment fund is beneficial to your organization’s future.

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