Posts by Lisa Smith
What is an RIA?
What is an RIA in the financial industry? RIA refers to a registered investment advisor. “Registered” indicates registration with a regulatory authority. The term “investment advisor” is formally defined by the Investment Advisers Act of 1940 (Advisers Act). While the regulation uses the spelling “adviser,” the more commonly used “advisor” is also acceptable. There are…
Read MoreHow to Write Thank You Notes to Donors
Your Christian nonprofit team has the privilege and responsibility to be thankful. Scripture is clear that we are to be thankful to God. Likewise, numerous passages demonstrate the significance of gratitude in all relationships. Even so, many of us can easily relate to Jesus when he questioned, “Where are the other nine?” He healed ten…
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