All Corporate & Institutional Content

Trustees Holding Title Becomes More Important Than Ever as Banks Pull Back

Ben Jordan |
Corporate & Institutional
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Having a trustee or a bank hold title has become common in most asset classes. This change presents an opportunity for trustees and banks still willing to hold title.Structures have moved back to trustees taking title to the assets, particularly in mortgages, student loans, consumer loans, and in limited cases, auto loans.  There has been a rapid expansion into the consumer loan and marketplace lending space, whether the deal uses a common law trust or a statutory trust.

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Catholic Foundations Continue to Advance in the United States

Walter Dillingham |
Corporate & Institutional
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An update on the Catholic foundation marketplace.In 2016, we released one of the first studies on religious-based fundraising foundations, The Advancement of Religious-Based Fundraising Foundations in the United States.We examined religious giving and focused on the use of stand-alone fundraising foundations, focusing on Catholic diocese or community foundations.

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Fundraising and Endowment Strategies for Independent Schools in New York

Walter Dillingham |
Corporate & Institutional
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An analysis of fundraising, endowment management, and governance/disclosure practices of independent school foundations in New York State. A focus on New York state independent schools and their trends and challenges.Benefits of using diversified fundraising strategies and having a robust endowment management plan.More schools should consider capital campaigns to help grow their endowments.

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