Strategic Intelligence for Nonprofit Sustainability

Corporate & Institutional
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We define sustainability as the maintenance over extended periods of a portfolio’s purchasing power, provide an overview of ways nonprofits can meet their fiduciary responsibilities and cover a variety of important issues, including:The toll taken by a “lost decade” of reduced fixed income yields, along with increased equity market volatility both provide reasons to revisit asset allocation and spending policies.Changes to the U.S.

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Catholic Foundations Continue to Advance in the United States

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
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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. This updated research report shows that Catholic foundations have become a national trend and continue to advance at a fast pace in the United States.

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Fundraising and Endowment Strategies for Independent Schools in New York

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
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This research report conducted in 2013 provides an analysis of fundraising, endowment management, and governance/disclosure practices of independent school foundations in New York State.There are three trends affecting independent schools nationally today: enrollments are flat and declining; there is great pressure to expand programs and facilities; and tuition costs continue to rise, impacting affordability for many families.

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