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Category: Nonprofits
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Hands NAS NOV 2024

The Philanthropic Autobiography

Studies show clients want their financial advisors to dig deeper into their altruistic motivations and values to help them with their goals for leaving a lasting legacy. Indiana University identified several questions that help donors discover for themselves what they want to articulate to advisors. “The Philanthropic Autobiography” is an adaptable tool used by philanthropy professionals. It helps donors reflect on who they are and think closely about their involvement in giving.

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

As the calendar year draws to a close, charitable giving often surges. Many nonprofits ramp up their fundraising efforts, knowing that the holiday spirit, tax incentives, and personal reflection prompt individuals to give generously. While donating at the year-end is a powerful way to make an impact, it’s not without challenges. To ensure your contributions have the desired effect, it's crucial to understand some common pitfalls of year-end giving — and how to avoid them.

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The IPS: Understanding Nonprofit Fiduciary Responsibility

In the world of nonprofit governance, fiduciary responsibility is one of the most crucial obligations for board members and finance committees. Fiduciary standards of loyalty and care are fundamental to protecting the organization’s financial health and mission. A key tool in managing these responsibilities is the Investment Policy Statement (IPS). This document serves as the blueprint for how a nonprofit manages, monitors, and evaluates its investment portfolio in alignment with its goals. Learn more

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

At McKinley Carter, we not only provide guidance in a variety of important areas of nonprofit operations and finance (investment management, board governance, and fundraising, to name just a few), we also contribute to the overall mission of our nonprofit clients and their positive community impact, in perpetuity. How? Through an alignment of our goals — the most important of which is sustainability.

​​​​​​​Sustainability is critical for a nonprofit’s long-term viability, effectiveness, and service to constituents. It goes hand-in-hand with fiscal planning. Find out what nonprofits should consider in their fiscal planning.

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Happiness 101: Build a Family Philanthropy Plan

Building a family culture of philanthropy, whether that is through monetary efforts, or through gifts of time and energy, can strengthen family bonds, create a lasting legacy, and make an important difference in our communities. Is now the time to be intentional with your family about giving back to your community? Start the conversation and see where it leads.

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“Alright, Stop. Collaborate and Listen”

The title of this blog is meant to catch the attention of all those who grew up in the 80s. This is one of the first lines in the debut song "Ice Ice Baby" by American rapper Vanilla Ice. While Vanilla Ice's song doesn't have anything to do with nonprofit collaboration, the words stop, collaborate, and listen do resonate when it comes to opportunities for nonprofits to collaborate with their community. Learn more.

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SECURE Act 2.0’s Enhancements for the Charitably Minded

Chatter abounds in the world of finance law since the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 became law on December 29, 2022. Built upon the work that was started in the original SECURE Act of 2019, the sequel creates further enhancements that impact how individuals and families may prepare for the lives they envision in retirement, as well as how they navigate that dream once it is achieved.

Among the enhancements introduced in the bill are additional benefits for those retirees who are engaged in giving back to their communities through charitable gifts. Here are some new considerations that may help you increase the impact of your charitable donations.

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Nonprofits: How to Get Ready to Invest with an IPS

Every nonprofit organization knows that having more available resources equates to having a greater community impact. Thriving organizations usually empower a finance committee to act as their fiduciary and invest their excess funds. What's the best tool to help them achieve their goals? Learn how a strong Investment Policy Statement (IPS) will prepare your nonprofit for investment success.

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

The term “endowment” is often used loosely and in reference to an organization's investable assets. However, there are distinct differences among endowments depending on their purpose and use. Learn more.

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