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
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
COVID-19 wreaked havoc on virtually every sector that contributes to the American economy. The pandemic also devastated many nonprofits that rely on …
It is the ideal scenario for your nonprofit organization. The enviable challenge in front of you has generated a considerable amount of interest and …
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
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 …
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
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
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
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 …