A Publication for Non-Profits

Impact

Want to stay up-to-date on the latest ideas and trends in the non-profit space? Impact has something for everyone whether you’re an executive director, board member, fundraiser, or investment committee member.

impact-v5-mockup-lp

In this edition...

Impact is designed to equip you with all the knowledge and inspiration you need to help you make a lasting impact for those you serve.

FOR EXECUTIVE DIRECTORS

How To Run Your Non-Profit Like a Business

FOR FUNDRAISERS

When to Have the Planned Giving Conversation

FOR EVERYONE

Measuring Our Impact on the Community

FOR INVESTMENT COMMITTEES

Inflation's Encore

FOR INVESTMENT COMMITTEES

Is It Time to Conduct a Request for Proposal?

FOR BOARD MEMBERS

4 Things to Know When You Join a Board

FOR FUNDRAISERS

Smart Ways to Engage with Your Donors

FOR EVERYONE

How We Can Help

Previous editions

impact-v4-mockup-lp

Volume 4

  • Building Your Endowment in 5 Steps
  • How to Make Board Diversity a Priority
  • Collaboration Works Wonders
  • All That's Certain is Uncertainty... And That's Okay
  • 3 Ways to Evaluate Your Investment Advisor
  • Safeguarding Your Non-Profit's Data with IT & Cybersecurity
Download Volume 4
impact-v3-thumbnail-flat

Volume 3

  • Down to the Core: How Foodlink Drove Success During a Challenging Time
  • 5 Tips and Tricks for Keeping Board Members Engaged
  • 3 Overlooked Advantages of Non-Profits
  • Lessons of the Pandemic: Learning From Our Local Leaders
  • Threading the Needle: COVID & Planned Giving
Download Volume 3
Impact V2

Volume 2

  • How Micro-Donations Add Up and Have a Macro Effect on Fundraising
  • The CARES Recap
  • What Non-Profits Can Do When Volatility Strikes
  • A Work in Progress: Non-profit Leaders Strive to Find and Retain the Right Staff
    and Board Members
  • When is the Right Time to Start an Endowment Fund?
Download Volume 2
Impact V1

Volume 1

  • Tapping into the Great Wealth Transfer
  • 10 Years Later: Lessons from the Financial Crisis
  • The Trend to Associate Boards
  • Considering Socially Responsible Investing
Download Volume 1

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.

Get to know us

Follow us

We deliver our big ideas straight to your feed! Follow along for a variety of investment and personal finance insights, plus firm updates and community involvement.

Sign up to have new insights delivered directly to your inbox.

Subscribe