Endowment and Foundation Update: Key 2019 Trends

Walter Dillingham |
Corporate & Institutional
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Key 2019 trends for the endowment, foundation, and nonprofit marketplace.  Assessment of investment strategies continues to be critical for 2019, with continued market volatility despite early gains.Heightened fiduciary responsibility remains an important topic, while diversifying fundraising strategies and revenue sources is still a strong focus.Many nonprofits are seeking ways to grow their endowment funds.

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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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