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Introduction Many organizations struggle with investment performance evaluation.  How can one determine if the investment program is doing well, or how does one even define “well”?  In this blog, we provide some ideas on how to evaluate investment performance from a variety of angles.  As you read this article, we encourage you to keep in…

A charitable gift annuity is a planned gift that allows the donor to make a donation to charity, take a charitable deduction, and receive lifetime payments from the charity. For enterprising donors who want to give to their favorite charity but do not want to outlive their retirement funds, charitable gift annuities provide a perfect…

Introduction Investment firms are numerous, and they vary in numerous ways.  For example, firms may have different views on market timing and asset allocation.  Different investment firms offer different services as well.  One important but often overlooked aspect of a firm is its values.  Organizations may be well-served by seeking out investment firms that share…

Nonprofit organizations face significant challenges each year with rising costs and uncertain giving.  While these circumstances can’t be fully controlled, nonprofits can take action to maintain financial stability.  In this article, we share a handful of key financial tips for nonprofits.  Implementing these tips should remove some of the stress of day-to-day financial matters and…

Faith driven investing focuses on the Christian faith, though there is a large degree of nuance across various denominations and philosophies. Faith driven investing is also considered to be part of the Socially Responsible Investing movement. However, faith driven investing often varies significantly from a secular Socially Responsible Investing approach. In fact, of the $17…

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…

Introduction Choosing a nonprofit financial advisor can be a difficult task. Nonprofit organizations can benefit from selecting an advisor who specializes in the unique financial considerations of nonprofits. Different service offerings, fee schedules, and investment approaches pose challenges in the decision-making process.  Furthermore, a lack of published reviews makes it difficult to determine whether a…

Many brokerage firms are not yet equipped to hold cryptocurrency on behalf of clients.  To accept gifts of cryptocurrency, nonprofits may consider options such as the ones below.  Please note that these options differ in which specific cryptocurrencies they accept, and it is recommended to confirm in advance that an option can accept the desired…