From promoting fundraisers to recruiting volunteers, shining the spotlight on your nonprofit organization involves implementing several different …
Are Your Social Media Accounts Working For — Or Against — You?Read More
Financial 101
Budgeting Ideas for Uncertain Times
COVID-19 wreaked havoc on virtually every sector that contributes to the American economy. The pandemic also devastated many nonprofits that rely on …
Preparing Your Nonprofit For an Enviable Challenge
It is the ideal scenario for your nonprofit organization. The enviable challenge in front of you has generated a considerable amount of interest and …
Manage Your Gifts in a Taxwise Manner
A financial advisor offers many different types of services to help clients manage their money. For example, a financial advisor can help you create a …
<strong>Manage Your Gifts in a Taxwise Manner</strong>Read More
Maximize the Use of Your Retirement Plans
Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …
Nonprofit Restructuring Has Become Easier, But Not Without Challenges
If you were part of a restructuring team for a nonprofit in the past, then you understand the process consisted of several complex steps. Revenue …
Nonprofit Restructuring Has Become Easier, But Not Without ChallengesRead More
What a Successful Call-to-Action Looks Like on Your Direct Mail
Business owners and operators have to consider several factors to execute an effective direct mail campaign. Working with a mail services company that …
What a Successful Call-to-Action Looks Like on Your Direct MailRead More
California Nonprofit Board Meetings Should Be Short
Improve communications to different teams. Whether your nonprofit is holding video conferences or is back to in-person gatherings, you don’t want …
California Nonprofit Board Meetings Should Be ShortRead More
The Basics on Donor Advised Funds
One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …