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Category: Nonprofits
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ESG Ratings Give Nonprofits More Impactful Investing Options

No one understands the impact of a dollar like non-profit organizations. Often, an organization’s ability to change the world for the better relies so much on the stream of donations to fund their mission. However all too often, pursuing that mission stops when an organization’s funding outpaces their needs and they turn their attention toward investing. It is now easier than ever to affect positive change in the world while still getting a return on invested capital.

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

McKinley Carter's Nonprofit Advisory Services division has been awarded certification from the Centre for Fiduciary Excellence, LLC (CEFEX) that demonstrates the firm's adherence to fiduciary best practices, signifying conformance to a recognized global standard of fiduciary excellence.

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

If you serve on a 501(c)(3) executive or finance committee, you are responsible for drafting and maintaining a sound Investment Policy Statement (IPS) for your organization. Did you know that there are many commonalities between a well-drafted IPS and the unique engineering advancements that Tesla has brought to the automobile industry? Learn more.

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Is Your Investment Spending Policy Sustainable?

Whether in portfolios of our own or for those for whom we have fiduciary responsibility, like our favorite non-profit organizations, it's important for us to remain aware of anticipated net distribution rates and investment returns for the asset allocation strategy selected for the portfolio's investments.

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AN URGE TO GIVE: Considerations for Year-End Giving

From an early age, we learn the fundamental principles of gathering and accumulating. Yet, most individuals and families in the U.S. freely give away their assets to support others. Here's a deeper dive into who, how, and why people give, along with some commonly held philanthropy myths and who benefits from the generosity.

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Bequests and Beneficiary Designations: Simple Ways to Leave a Legacy

Implementing a planned giving program can be overwhelming and costly. But it's important to let your donors and constituents know you are open for business and ready to accept charitable legacies through bequests and beneficiary designations. Learn more.

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How to Harness the Power Of Social Media

Social media has revolutionized marketing and how we “consume” information. For nonprofits, harnessing social media can make an enormous impact.

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

The day-to-day grind distracts nonprofit leaders from their mission's primary focus. If you want to make positive changes, try assessing your mindset.

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