Searching for Financial Sustainability for Faith-Based Nonprofits

Searching for Financial Sustainability for Faith-Based Nonprofits

by Clare Golla
Despite differences in ideology, practice, location, and size, many religious organizations face the same challenges. Shifts in generational demographics, declines in religious affiliation, and changes to tax legislation are driving declines in giving. At the same time, these financial challenges are exacerbated by another issue: the cost to maintain (often aging) real estate holdings. These costs are increasing at a pace, in some cases, more rapid than revenue declines.

Endowments & Foundations, Wealth Planning


Likes 0
SHARE
Bookmarks
The Investor’s Survival Guide to a Long Life
Three Ways to Manage Fixed-Income Liquidity Risk
Are We Closer to a Recession Post-August?
Should You Leave Your Retirement Accounts in a Trust?

Should You Leave Your Retirement Accounts in a Trust?

by Robert Dietz, Jennifer Couturier-Ostberg
Retirement plan assets are becoming an ever-increasing portion of household wealth—nearly 28% of total US net worth is held in IRAs or other retirement vehicles.* These assets—reaching over $27 trillion at the end of 2018*—are complicating basic estate planning as individuals struggle with how best to structure them to minimize taxes for beneficiaries. At the heart of the discussion is deciding if they should be left in a trust or to individual beneficiaries.

Wealth Planning


Likes 0
SHARE
Bookmarks
Combining Big Data and a Human Touch for Equity Insights
Why Today’s Inverted Yield Curve Isn’t Necessarily a Recession Warning
Don’t Fear Illiquidity (Embrace It!)

Don’t Fear Illiquidity (Embrace It!)

by Alexander Chaloff
Illiquid alternatives are investments that are not easily traded or exchanged and where investors do not have access to their capital for years. In fact, some alternatives hold investors’ capital for as long as a decade. That’s one of the reasons some investors shy away from them. The long lock-up worries investors, especially when the markets turn down. But is that fear justified? In a word: No. Illiquidity should not be feared—for three reasons.

Alternatives, Asset Allocation


Likes 0
SHARE
Bookmarks
China’s Currency Weakness: Not as Bad as it Seems—Yet
Is a New Front About to Open in the US-China Trade War?
Midyear Municipal Outlook: Stay Flexible Late in the Cycle
US Corporate Cash Is Down—Will Stocks Follow?
Rising Risk of No-Deal Brexit
Back to a top