Brown Advisory

SEPTEMBER 29, 2020

The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. A charitable gift annuity (CGA) is a contract between donor and institution—the nonprofit receives a gift from the donor, and in return the donor receives an income stream from the nonprofit.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 6, 2022

Given an institution’s long-term return objectives and risk tolerance, the Investment Committee (IC) should partner with its investment advisor to define an asset allocation approach that creates the greatest likelihood of achieving its financial goals. A significant drawdown to a portfolio can be devastating to its performance.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Cordant Wealth Partners

NOVEMBER 18, 2024

According to the National Philanthropic Trust , DAF funds can be used "to support qualified nonprofits in arts and culture, the environment and animal welfare, food banks and hunger alleviation, educational and religious institutions, social service organizations, and more." How much control do I have over my DAF investment allocation?

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Validea

AUGUST 25, 2024

Martin Zweig was a renowned investment advisor, fund manager, and financial analyst who rose to prominence in the 1970s and 1980s. He was best known for his uncanny ability to predict major market turns and for developing a systematic, disciplined approach to growth stock investing. It scores 92% on the Zweig model.

Valuation 52

Valuation Nonprofit Investing Investments 52

Inside Information

OCTOBER 30, 2021

If we could actually focus on plain language,” he says, “and say: this is what the business and the practices of broker-dealers are, and this is what the business and practices of investment advisors are , then I believe investors would understand it perfectly well.

CFP 40

CFP Commission Investing Investments 40

SEI

SEPTEMBER 17, 2022

Just switching to the investment advisor segment, you recently hired Gabriel Garcia to lead the company's RIA custody business and strategy. The UK mix is more weighted towards defined benefit plans, because they don't have the richness of market opportunity and nonprofit in the nonprofit space. Rajiv Bhatia: Got it.

Clients 49

Clients Assets Banking Planning 49

Brown Advisory

FEBRUARY 26, 2021

MORE ON THIS TOPIC Tax Exempt Portfolios The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return, which the nonprofit could then use to fund its programs and make a positive impact. Today, we help nonprofits make an impact with the other 95% of their portfolio.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Brown Advisory

FEBRUARY 26, 2021

Be able to effectively discuss the potential changes that may occur within your investment policy statements with your Investment Advisor and Board. The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return, which the nonprofit could then use to fund its programs and make a positive impact.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52