As 2024 draws to a close, it’s an ideal time to evaluate your investments and charitable giving and implement strategies to optimize your investment portfolio and wealth planning. Year-end planning can help reduce your tax liability, realign your portfolio with your investment goals, and maximize... Read full article...

If you manage a nonprofit, having the tools to effectively operate under tight financial constraints is critical to delivering your organization’s mission. Whether it’s buffering the seasonality of donations, working around delayed government grants, or sourcing funds for much-needed capital project... Read full article...

Nonprofits create critical impact in our communities and provide services – such as housing or medical care – that would otherwise be inaccessible. To deliver these services, nonprofits, like for-profit businesses, require capital. For some nonprofits, philanthropy delivers enough funds to fulfil... Read full article...