Category Archives: ESG
Endowments, Endowments and Foundations, ESG, Family Office, Fiduciary Advisor, Financial Planning, Foundations, Nonprofits, Planned Giving, Private Wealth, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management
Getting Spending Policy Right: A Practical Guide for Foundation Investment Committees
19
Aug
Aug
Endowments, Endowments and Foundations, ESG, Family Office, Fiduciary Advisor, Financial Planning, Foundations, Nonprofits, Planned Giving, Private Wealth, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor, Selling a Business, Wealth Management
Charitable Giving After Recent Tax Law Changes: What Nonprofits and Donors Need to Know
14
Feb
Feb
Tax policy rarely determines whether people give, but it often shapes how they give. The One Big Beautiful Bill Act (OBBBA), with its primary charitable provisions taking effect in 2026 and additional changes beginning in 2027, is best understood as a recalibration of incentives rather than a wholesale redesign of philanthropy. The legislation subtly but meaningfully reorients charitable behavior toward broader participation, more immediate impact, and greater intentionality in planning.
For individual donors, this shift elevates questions around structure, timing, and efficiency. For nonprofit organizations, it introduces both opportunity and adaptation—particularly in fundraising strategy, donor communication, and board education. Navigating these changes thoughtfully requires not just tax awareness, but an integrated view of charitable intent, investment portfolios, and long-term mission sustainability.
Alternative Investments, Endowments, Endowments and Foundations, ESG, Fiduciary Advisor, Foundations, Nonprofits, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
Beyond the Endowment: How Investment Governance Protects Nonprofit Missions
03
Feb
Feb
In 2024, a jury found the NRA’s former CEO liable for millions in damages, following a lawsuit by the New York Attorney General alleging widespread financial mismanagement. The board’s audit committee failed to review related-party transactions and whistleblower complaints, effectively allowing executives to use the nonprofit’s assets as a “personal piggy bank” for lavish travel and suits.
These are not just headlines—they are governance failures. Breakdowns in oversight, process, and accountability can cost organizations their financial stability, their reputations, and the trust of their donors.
For nonprofit and tax-exempt organizations, financial stewardship is inseparable from mission stewardship. Endowments, foundations, reserves, and long-term investment pools do more than generate returns—they provide stability, underwrite strategic initiatives, and ensure the organization can serve its community for generations. At the heart of this responsibility lies one essential element: effective governance.
Alternative Investments, Endowments, Endowments and Foundations, ESG, Fiduciary Advisor, Foundations, Nonprofits, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
Choosing the Right Investment Advisor for Your Foundation or Endowment
20
Jan
Jan
Choosing an investment advisor for your foundation or endowment is a pivotal decision that shapes both your organization’s mission and its enduring legacy. The strength of your investment portfolio fuels your ability to deliver on that mission, making it essential to have a partner who can steer through an increasingly complex and often unpredictable market. While many institutions default to large, national firms, an increasing number of foundations and endowments are recognizing the advantages of working with boutique investment advisors. These specialized firms often provide direct access to their most senior professionals, nimble decision-making, and a deeper alignment of interests—benefits that can be difficult to replicate within larger organizations.
Alternative Investments, Endowments, Endowments and Foundations, ESG, Fiduciary Advisor, Foundations, Nonprofits, Planned Giving, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
The Enduring Legacy: How Planned Giving is Revolutionizing Nonprofit Endowments
14
Dec
Dec
The world has changed dramatically in recent years, and with it, the landscape of philanthropy. The pandemic, while presenting immense challenges, also illuminated the critical importance of long-term financial stability for nonprofits. This has shone a spotlight on planned giving and legacy gifts, recognizing them not just as a bonus, but as indispensable cornerstones for building robust endowment funds.
So, how are forward-thinking nonprofits seizing this moment, and what truly motivates donors to secure an organization’s future for generations to come?
Catholic ESG Investing, Catholic Screens, Endowments, Environmental, Social and Governance, ESG, Foundations, Nonprofits, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
Catholic ESG Constraints for Endowments and Foundations: A Comprehensive Investment Guide
12
Aug
Aug
The intersection of Catholic moral teaching and environmental, social, and governance (ESG) investing presents both profound opportunities and nuanced challenges for Catholic endowments and foundations. The United States Conference of Catholic Bishops (USCCB) has established comprehensive guidelines that serve as a robust framework for socially responsible investment strategies, often referred to as Socially Responsible Investing (SRI). These guidelines underscore that effective stewardship demands both financial prudence and moral integrity, acknowledging that “socially beneficial activities and socially undesirable or even immoral activities are often inextricably linked in the products produced and the policies followed by individual corporations.” This necessitates careful navigation of complex investment landscapes. The framework skillfully balances the imperative to achieve reasonable financial returns with the sacred obligation to align investments with Catholic social teaching, creating a sophisticated approach that transcends simple exclusionary screening to actively embrace shareholder advocacy, community development, and impactful investing strategies.
Endowments, Environmental, Social and Governance, ESG, Foundations, Islamic ESG Investing, Nonprofits, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
Islamic ESG Constraints for Endowments and Foundations: A Comprehensive Investment Guide
04
Aug
Aug
The integration of Islamic theological principles and ethics with environmental, social, and governance (ESG) investing presents both profound opportunities and unique challenges for Islamic nonprofit organizations, endowments, and foundations. Guided by the Quran, Sunnah, and centuries of Islamic jurisprudence (Sharia), Socially Responsible Investing (SRI) in Islamic contexts aims to align financial decisions with core values such as repairing the world (Tikkun Olam equivalent in spirit through concepts like Maslaha), pursuing justice (Adl), and promoting communal welfare (Ihsan), while strictly adhering to prohibitions against interest (Riba), excessive uncertainty (Gharar), and gambling (Maysir). This comprehensive approach demands both financial prudence and deep moral integrity, creating a sophisticated framework that extends beyond simple exclusionary screening to actively embrace shareholder advocacy, community development, and impactful investing strategies that reflect Islamic communal priorities and global responsibilities.
Endowments, Environmental, Social and Governance, ESG, Foundations, Jewish ESG investing, Nonprofits, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
Jewish ESG Constraints for Endowments and Foundations: A Comprehensive Investment Guide
07
Feb
Feb
The integration of Jewish theological principles with environmental, social, and governance (ESG) investing presents both profound opportunities and unique challenges for Jewish nonprofit organizations, endowments, and foundations. Guided by ancient wisdom and modern interpretations of Jewish law and ethics, Socially Responsible Investing (SRI) in Jewish contexts aims to align financial decisions with core values such as repairing the world (Tikkun Olam), pursuing justice (Tzedakah), and protecting creation (Bal Tashchit). This comprehensive approach demands both financial prudence and deep moral integrity, creating a sophisticated framework that extends beyond simple exclusionary screening to actively embrace shareholder advocacy, community development, and impactful investing strategies that reflect Jewish communal priorities and global responsibilities.
Endowments, Environmental, Social and Governance, ESG, Fiduciary Advisor, Foundations, Methodist ESG Investing, Nonprofits, Selecting an Endowment or Foundation Investment Advisor, Selecting an Investment Advisor
Methodist ESG Constraints for Endowments and Foundations: A Comprehensive Investment Guide
02
Feb
Feb
The intersection of Methodist theological principles and environmental, social, and governance (ESG) investing presents both profound opportunities and nuanced challenges for Methodist endowments and foundations. Wespath (the United Methodist Church’s general agency that manages investments) and the United Methodist Church’s Social Principles provide a robust framework for socially responsible investment strategies, often referred to as Socially Responsible Investing (SRI). These guidelines underscore that effective stewardship demands both financial prudence and moral integrity, acknowledging that “socially beneficial activities and socially undesirable or even immoral activities are often inextricably linked in the products produced and the policies followed by individual corporations.” This necessitates careful navigation of complex investment landscapes. The framework skillfully balances the imperative to achieve reasonable financial returns with the sacred obligation to align investments with Methodist theological principles of doing good, avoiding harm, and seeking justice, creating a sophisticated approach that transcends simple exclusionary screening to actively embrace shareholder advocacy, community development, and impactful investing strategies.
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