Nonprofit Organizations Nonprofits: Planned Giving Strategies for Donors January 10, 2023 - Having focused discussions with potential donors regarding planned giving strategies is an effective tool to encourage donors to complete an annual gift and can help… Theodore D. Schneider, Senior Principal
Nonprofit Organizations Compensation Considerations for Foundation Insiders June 9, 2022 - Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful… Susan Hartley-Moss, Partner
Economic and Market Outlooks Video: November 2025 Economic and Market Outlook November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…
Individuals and Families Year-End Financial Planning: Six Portfolio Considerations November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here…
Corporations The Role of Private Markets in Defined Contribution Plans November 10, 2025 - Defined contribution plans have attracted growing interest and media coverage amid recent U.S. Department of Labor actions and a noticeable shift in tone from Washington,…
