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Nonprofit Organizations Insights

Theodore D. Schneider

Senior Principal

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

Susan Hartley-Moss

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

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Dustin Ribergaard

Lead Concierge

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Here are some valuable insights to read before your meeting

Adam Sandler

Senior Principal

Individuals and Families

Private Placement Life Insurance

June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.…

Natalia Tchetchoulina

Partner

Estate Planning

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Economic and Market Outlooks

Video: June 2025 Economic & Market Outlook

June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.

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