Outlook & Trends Report
2025 Guide to Growing Your Non‑Profit
When it comes to 2025, non-profit organizations are facing a unique set of opportunities and challenges—and a comprehensive financial plan can help you navigate it all.
Inside this guide, get expert insights into:
- The 3 assumptions a plan should address
- What's influencing a successful plan and driving asset growth
- Strategies you can customize and implement today
More than 40 years of experience behind you
In the 40+ years of providing endowment and foundation services, we’ve worked with and supported organizations of all sizes and causes, including:
- Schools, Colleges, and Universities
- Hospital and Healthcare Organizations
- Churches, Cemeteries, and Religious Organizations
- Humane Societies and Animal Welfare
- Private & Family Foundations
- Public & Private Charities
- Arts & Cultural Organizations
- Veterans’ Organizations
- Community Foundations
More resources to help your team
Toolkit
Growing Your Endowment
Featuring multiple donor outreach templates, an endowed giving prospect scorecard, infographics, and more, this toolkit is filled with actionable resources to help enhance your fundraising and effectively grow your endowment.
Guidebook
Board & Staff Education
Your key personnel help make your organization’s mission a reality. Download our guide and get the information your board and staff need to ensure your organization is operating at its fullest potential.
Who we are
Endowment and foundation investments serve an important purpose, and we don't take your goals lightly. With decades of experience working with non-profits, we understand the challenges you face and will surround you with the resources you need to succeed.
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