Not-for-profit organizations should consider a liquidity framework approach to evaluate financial needs and tolerance for risk.
To keep pace with the evolving landscape of the arts and culture industry, it’s important for organizations to understand how endowments can help make future plans possible.
Planned giving can make a large difference in an organization’s fundraising efforts. Learn how and why your company should consider this tactic.
Natural biases and tendencies can impact how an institution manages its endowment. Recognizing these traits is the first step toward conquering them.
The treasurer has an important role within any organization. Learn how to take a strategic approach to financial management.
The Opportunity Zones initiative provides potential opportunities for not-for-profit organizations to better their communities through strategic investment. Learn more.
Organizations should be prepared to review non-cash gifts such as stock, real estate or household items. To ease this process, every organization should draft a gift acceptance policy.
Strategic planning is critical for not-for-profits. But organizations need to understand how to use strategic planning effectively to benefit the long-term health of their organizations.
As socially responsive investing continues to gain popularity, organizations should consider how environment, social and governance criteria could make an impact on their investment strategy.
Challenges with leadership, reporting metrics and finances are just some of the issues facing today’s charitable organizations.
A few basic tips can help ensure the future success of your not-for-profit organization.
Understanding your fiduciary duty means having a firm grasp of investment-related topics and recognizing how decisions you make as a board member impact your not-for-profit organization.
The growing population of mature adults presents opportunities—and challenges—to the facilities that will care for them.
Impact investing is all about using capital to effect positive change while also generating financial returns. In this way, the practice is distinct from ESG investing.
Integral to the understanding of endowment management is a clear delineation between the different types of funds an organization has and how additions to each pool are classified.
Tax-exempt organizations have a fiduciary duty to thoughtfully and effectively manage investment assets. How well they accomplish that duty plays a crucial role in determining long-term outcomes.
With some advance planning and a roadmap for success, your board members can approach your search for the right investment advisor with confidence.
A board member well versed in fiduciary responsibilities is positioned to make a positive impact on a not-for-profit’s mission while avoiding pitfalls that often result in fiduciary negligence.
Research and market experiences typically suggest that a diversified portfolio optimizes investors’ chances of meeting their goals. Is diversification still the right approach in today’s market?
Learn the four traits that distinguish "super boards" from regular boards, and what organizations can do to optimize their leadership.
Find out what traps trustees should be looking out for during their meetings—and how they can avoid them.
The next generation of philanthropists will be the most significant in history. Make sure your organization knows how to work with them.
Selecting a new executive director is one of the most important things a board can do. Unfortunately, it’s also one of the most challenging. These tips can help set your organization up for success.
While “CPI +5%” is a common benchmark for measuring portfolio performance, the inflation measure used to determine investment success is also critical to consider.
Global investing gives US-based investors and organizations the opportunity to construct more diversified portfolios. But it also presents unique risks, requiring thorough analysis.
As tuition dips and internal costs rise, higher education institutions need to rethink additional forms of revenue.
A financial partner can help healthcare organizations—especially not-for-profits—develop strategic plans for assets.
SunTrust Foundations and Endowments Specialty Practice, answers 17 frequently asked questions about starting a private foundation.
Alternative investments are used in many investment portfolios to manage risk and allow for further diversification. But they must be used strategically to be most effective.
Many organizations adopt a primary investment objective of inflation plus their annual spending rate as a metric. But adhering to a particular rate of return may present challenges going forward.
Learn how this member-based global association was able to align its asset allocation with its objectives, resulting in the organization effectively meeting income and growth goals.
Private foundations and the next generation of philanthropy leadership are facing the challenge of geographic dispersion more than ever before. Consider these best practices to address it.
Being thoughtful and strategic in building a planned giving program alleviates concern and establishes an appropriate structure that aligns with your organization’s purpose.
Learn how a century-old healthcare-oriented Foundation aligned its investment portfolio with the organization’s mission (and came out ahead).
Make an informed decision about adding alternatives to your investment portfolio.
SunTrust Foundations and Endowments Specialty Practice, provides things to consider before deciding on which option is best for formalizing philanthropy.
Nonprofits should always consider the old adage that the best time to buy an umbrella is when the sun is shining. Portfolio uncertainty and the prospect of significant losses have the potential to reverberate throughout your organization for years to come
Take a look at our Investment Committee Toolkit, designed to assist investment committees improve their investment outcomes.
Two SunTrust experts discuss how oversight practices, diligent management and asset allocation can help associations reach their goals.
Why today’s organizations have a historic opportunity to leverage their short-term capital through a three-tiered approach.
Despite the growth and high level of interest in Socially Responsive Investing (SRI), there are a few fundamental questions that remain.
Fixed Income (Bonds): Providing Income and Protecting Principal – Still the Case?
Great governance is intentional. Board members are well positioned to improve how not-for-profits meet their mission and amplify their charitable impact.
The importance of asset allocation, the documentation required, and the variability of optimal results based upon risk tolerance, market conditions and desired financial outcomes within the realm of cash reserves.
Many organizations strive for an annual investment return of consumer price index plus five percent. But how reasonable is this goal in today’s market environment?
Learn pros and cons for formalizing charitable giving from Meghan Pietrantonio of SunTrust Bank’s Foundations and Endowments Specialty Practice.
Consulting versus Discretionary
SunTrust Foundations and Endowments Specialty Practice, discusses the importance of aligning your institution’s investments with your organizational values.
As younger generations are engaged in gift making decisions, differences can be.
In order to fulfill their long-term charitable missions, private foundations must tackle common obstacles, such as complex regulations and administrative costs.
There’s no right or wrong approach when it comes to deciding on a discretionary or non-discretionary investment model for your organization. Instead, a multitude of factors need to be carefully weighed to determine which model is right for your organisation.
How endowment spending, asset allocation and demographic shifts contribute to a dynamic (and challenging) environment for today’s not-for-profits.
Because each individual nonprofit has a unique mission and goals, the provisions of their gift acceptance policies also need to be distinct. Once you establish your policy, periodically review it to ensure it remains aligned with your mission, risk profile
With membership decreasing and technology and personnel expenses increasing, associations must turn to new tactics to stay competitive.
Using short-term allocation adjustments to capture opportunities and mitigate portfolio risk.
Economic turbulence and policy constraints, among other factors, affect association membership in 501(c)(6) organizations, so it’s important to be creative in identifying non-dues revenue for associations.
Bill Longan, Senior Investment Advisor, SunTrust Foundations & Endowments Specialty Practice and Elizabeth Horsley, Attorney with Williams Mullen discuss in greater detail specific sections of Uniform Prudent Management of Institutional Funds Act (UPMIFA).
SunTrust offers insights for managing over distribution and broader assets for foundations and endowments, focusing on long-term investment goals.
Foundations and Endowments have different needs when it comes to establishing a spending policy. Listen to this podcast from SunTrust to learn more about how to lay the groundwork for sustainable spending.
Active managers have faced recent challenges, amid rallying market benchmarks. As the investing landscape evolves, active managers’ approach will, as well.
Institutional managers have struggled to keep pace with market benchmarks in recent years as the bull market continues. But is a passive approach a better option? Let’s hear from two industry leaders.
Finding a new investment advisor is one of the most important things an organization can do to help its financial well-being. Here are some suggestions for making the search a successful one.
The average investment committee has a finite number of opportunities to meet each year to review the portfolio and make decisions. Thus, it is even more critical to spend your valuable time measuring areas of importance.
This RFP format is designed to solicit detailed, specific responses. This format may be of great value if your organization is comparing technical aspects of services offered.
Empowering nonprofits with information, tools, and resources to overcome challenges is a vital step to inspiring the highest level of confidence from stakeholders.
By following these simple guidelines, the association CFO will be well on his/her way to cultivating an environment where members hold themselves accountable for their individual actions and contributions, as well as their collective contributions to the committee and the committee’s collective results on behalf of the greater association.
UPMIFA is a law that helps nonprofit organizations evaluate their investment decisions. The law applies to all organizations that operate exclusively with charitable objectives and has implications for the use of endowment assets.
Benchmarks such as market indices or peer groups are among the most useful ways for organizations to evaluate and determine the most effective investment policies.
A SunTrust Foundations and Endowments expert discusses investment policy strategies to preserve intergenerational equity.
Learn how to involve the next generation in your family foundation to ensure long-term success.
Most investors tend to keep their assets close to home, but this home-country bias could have negative repercussions. SunTrust’s Mike Hill explains how global diversification can impact your portfolio.
Allen Mast, First Vice President, SunTrust Private Foundation Practice, discusses the benefits and logistics of starting your own private foundation.
SunTrust’s Kim Krause reviews the typical three outcomes of a board’s investment advisor search, and shares tips for streamlining the request for proposal process.
The decision to use active management, passive management or a blend of both is important. It is an evolving discussion that can be adjusted as organizational needs, the economy and financial markets change. But, it is important to remember that it is only one step in the investment process.
Kim Krause, Senior Investment Advisor, SunTrust Foundations and Endowments Specialty Practice, discusses how measuring what matters and using a combination of benchmarks will likely give fiduciaries the greatest perspective to answer the important question.
Your goal is to provide investment guidance that is closely aligned with your foundation’s governance and investment philosophy. However, overly prescriptive investment policy statements can restrict decision makers from pursuing the best interests of the organization and delay the decision-making process. Learn how to craft an IPS that is responsive to change here.
Along with strong fiscal management & a commitment to maintaining a positive cash flow, one of the most effective methods for ensuring adequate resources to fund capital projects or meet working capital needs without subjecting your organization to excel
With the right coaching and resources, you and your investment committee can serve your fiduciary duty both honorably and successfully. Here are five tips to get started.
Bill Longan, Senior Investment Advisor, SunTrust Foundations & Endowments Specialty Practice and Thomas W. "TJ" Aldous, Jr., Attorney with Williams Mullen discuss the importance of understanding the Uniform Prudent Management of Institutional Funds Act (UPMIFA).
Throughout this paper, we will explore ways in which committees can leverage and streamline
SunTrust Foundations and Endowments team outlines strategies for minimum distributions, qualifying distributions and over distribution, including tax implications.
This RFP format is designed to solicit detailed, specific responses. This format may be of great value if your organization is comparing technical aspects of services offered.
Investment Committee Meeting Agenda.
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