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.
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.
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.