Catholic Foundations in the U.S. Revisited

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
Interior of St. Vitus Cathedral, Prague, Czech Republic

A sector update with a look at transparency. This updated research report shows that Catholic foundations continue to be a fast-growing sector in philanthropy in the United States.We believe the most successful foundations will continually adapt and refine their strategic growth plans for the future, which will look at both investment performance and fundraising.

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Endowments & Foundations Update: Key 2021 Trends

Walter J. Dillingham Jr., CFA |
Corporate & Institutional

Key 2021 trends for the endowment, foundation, and nonprofit marketplace.  COVID-19 has led many nonprofits to reassess their endowment strategies, fundraising goals, and strategic plans as the country starts to recover from the pandemicWhile the stock market finished strong in 2020, and continues its strength in mid-2021, nonprofit boards continue to review their endowment strategies and strategic plans.

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6 Higher Education Insights in a COVID-19 World and Beyond

Wealth Planning
COVID Higher Learning 2 NC.jpg

Students, families, and higher education institutions navigate a new course of study together.The world’s developments in recent months have charged college students and their parents with evaluating their educational path with a slightly different lens and level of precaution.With so many variables at play, it often takes an education just to plan for higher education, especially in unprecedented times like today.

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