Nonprofit Organizations Why Nonprofits Should Embrace OCIO January 20, 2026 - In today’s increasingly complex investment landscape, nonprofit organizations face growing pressure to steward capital responsibly while advancing their missions. As a result, many nonprofits are… Kyle Adams, Partner
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, Partner
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
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…
Economic and Market Outlooks Video: April 2026 Economic and Market Outlook April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…