Communication Distribution Nonprofit 
Carson Wealth
MARCH 21, 2025
Theyre established to benefit charitable organizations, including educational or cultural institutions, community organizations, service organizations such as hospitals, and other nonprofits. You can specify that a certain (typically low) percentage of the assets are to be distributed and used by the specified charities each year.
Walkner Condon Financial Advisors
FEBRUARY 15, 2024
The nonprofit sector has a path forward, but it needs the help of individuals, institutions, and government to get there. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable. A Look at 2024’s Hunt for Revenue.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
APRIL 16, 2018
The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio.
Brown Advisory
APRIL 16, 2018
The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.
Brown Advisory
APRIL 3, 2020
Despite the challenges we are all facing, we are inspired by the work that our nonprofit clients are doing and seek to be a partner, resource and friend during this period, offering relevant information and perspectives when possible that can aid our clients in pursuing their missions. Charitable Deductions.
Brown Advisory
APRIL 20, 2022
Securities Fair Value Leveling: A Four-Step Approach Liquidity is always a key metric for an NFP, as it helps ensure available cash to support portfolio distributions to the organization. Good preparation is key to a successful audit. Confirm the role of your board of directors. Assess—or reassess—the role of your staff.
Brown Advisory
MARCH 27, 2020
Suspension of Required Minimum Distribution Rules for IRA and 401(k) accounts in 2020. The Act permits a one-year waiver of required minimum distributions (RMDs) for defined contribution plans described in Code sections 401(a), 401(k), 403(a) and (b), IRAs, and section 457 plans.
Expert insights. Personalized for you.
52 
Let's personalize your content