Way back in 2017, the Tax Cuts and Jobs Act established a brand new program to encourage investment into economically disadvantaged communities. This program, called the Qualified Opportunity Zone program, offered real tax incentives for investors through potentially deferred gains, a step up in basis, and tax-free growth. At the outset, investors with large realized capital gains were given the opportunity to reinvest and potentially save more by holding onto their investment longer; but with the capital gains tax deferral deadline coming up on December 31, 2026, can it still make sense to look at Opportunity Zones for tax savings? The first step in answering this question is to understand what is a Qualified Opportunity Zone and how investors interact with them. Learn more.

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.

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.