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Insights: Category: Nonprofits

Our thinking, for the taking. Stay on top of your financial well-being with insights from McKinley Carter strategists and portfolio managers. Uncover the latest on the economy, investing and retiring, along with other timely ideas and information.

Nonprofits

From Boomers to Gen Z: Why Embracing Generational Diversity Leads to Enhanced Workplace Communication, Success

Jessica Becker, SHRM-SCP®

Apr 23, 2025
Nonprofits

Smart Actions for Nonprofits: How to Thrive in a Shifting Political Landscape

Kathleen McDermott

Apr 22, 2025
Nonprofits

Unlock the Power of Giving: Four Strategies for Impactful Philanthropy

Kathleen McDermott

Apr 16, 2025
Nonprofits

The Philanthropic Autobiography

McKinley Carter Wealth Services

Nov 13, 2024
Nonprofits

The Pitfalls of Year-End Giving: 6 Things Donors Need to Know

Kathleen McDermott

Nov 13, 2024
Nonprofits

The IPS: Understanding Nonprofit Fiduciary Responsibility

Monica Garver, CFP®, AIFA®, CPA (Retired)

Nov 12, 2024
Nonprofits

Nonprofit Fiscal Planning: Sustaining the Work That Is Bigger Than Us

Drew Tardy, CLU®, ChFC®

Feb 20, 2024
Nonprofits

Happiness 101: Build a Family Philanthropy Plan

Teresa Shawver, FPQP®, CPFA®

Feb 19, 2024
Nonprofits

“Alright, Stop. Collaborate and Listen”

Kathleen McDermott

Feb 16, 2024
Nonprofits

SECURE Act 2.0’s Enhancements for the Charitably Minded

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Mar 3, 2023
Nonprofits

Nonprofits: How to Get Ready to Invest with an IPS

John Binz, JD

Mar 2, 2023
Nonprofits

Endowments 101: Three Most Common Endowments and How Nonprofits Use Them

Kathleen McDermott

Mar 1, 2023
Nonprofits

3 Types of Board Members: Why All Are Essential for Organizational Success

David McKinley, CFP®

May 16, 2022
Nonprofits

3 Areas of Cybersecurity Risk Pose Concern for Today’s Nonprofits

Kathleen McDermott

May 13, 2022
Nonprofits

ESG Ratings Give Nonprofits More Impactful Investing Options

John Binz, JD

Aug 25, 2021
Nonprofits

TRUST. CONFIDENCE. INTEGRITY — What It Means to Work with a CEFEX Certified Advisor

Kathleen McDermott

Aug 24, 2021
Nonprofits

3 Things a Tesla has in Common with your Investment Policy Statement

Brian Gongaware, CFP®, SE-AWMA™

Aug 23, 2021
Nonprofits

Is Your Investment Spending Policy Sustainable?

David McKinley, CFP®

Nov 30, 2020
Nonprofits

Bequests and Beneficiary Designations: Simple Ways to Leave a Legacy

Kathleen McDermott

Nov 30, 2020
Nonprofits

AN URGE TO GIVE: Considerations for Year-End Giving

Brian Gongaware, CFP®, SE-AWMA™

Nov 30, 2020
Nonprofits

How to Harness the Power Of Social Media

McKinley Carter Wealth Services

Jun 15, 2020
Nonprofits

Smart Actions to Advance Your Nonprofit Organization During These Uncertain Times

Kathleen McDermott

Jun 15, 2020
Nonprofits

Is Your Mindset Getting in the Way of Your Organization’s Mission?

Kathleen McDermott

Mar 17, 2020
Nonprofits

How to ‘Give with Purpose’

Teresa Shawver, FPQP®, CPFA®

Dec 18, 2019
Nonprofits

Four Tips for a Successful RFP Process

Kathleen McDermott

Aug 20, 2019
Nonprofits

Why ‘Robert’s Rules’ Are So Important for Board Meetings

Kathleen McDermott

Aug 20, 2019
Nonprofits

Volunteerism: The Journey from 'Life Consumer' to 'Community Contributor'

Teresa Shawver, FPQP®, CPFA®

Aug 19, 2019
Nonprofits

Nonprofits: 5 Steps to Creating a Powerful Story that Engages Donors, Others

McKinley Carter Wealth Services

Feb 12, 2019
Nonprofits

How to Prevent Board Members from ‘Checking Out’ on Your Organization

Kathleen McDermott

Feb 12, 2019
Nonprofits

One Size Doesn’t Fit All: Tips for Cultivating Each Type of Major Gift Donor

Kathleen McDermott

Aug 28, 2018

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