Nonprofit Organizations Nonprofits: Planned Giving Strategies for Donors January 10, 2023 - Our team at Cerity Partners is continually inspired by the efforts of charitable organizations and want to offer our assistance to boost planned giving campaigns.… 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: September 2025 Economic & Market Outlook September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
Individuals and Families Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…
