Financial Services

Donors Think What?!!!
November 29, 2012

Let’s help our donors by giving them the facts in a manner that is easy to understand. That, on top of your compelling case for support, may help your nonprofit receive even more income this December.

Accounting Board to Research Nonprofit Financial Standards
November 10, 2011

The group that establishes standards for financial accounting and reporting has approved two new projects that seek to streamline the way nonprofits complete their annual financial statements.

The projects were recommended by a nonprofit advisory board to the Financial Accounting Standards Board, a private organization in Norwalk, Conn., that sets the rules that many nonprofit groups follow to satisfy creditors, investment managers, and auditors.

Philanthropy: How the major financial institutions are helping
August 24, 2011

Ten years ago, you would have been hard-pressed to find philanthropy specialists in most private banking and investment firms. But today, philanthropic services are a major division of most wealth management operations, offering clients a myriad of investment vehicles and services to do good.

“… Philanthropy has become a central part of relationship management because it’s so much a part of a high-net-worth individual’s life,” says Eileen Heisman, CEO and President, National Philanthropic Trust.

Delray teams up with nonprofit agency to push good financial practices
March 30, 2011

The city of Delray Beach and Consumer Credit Management Services are celebrating National Financial Literacy Month in April with "Operation: Money Makeover." The free contest, which begins on Friday and will continue for a year, focuses on promoting personal financial stability. CCMS, a local nonprofit agency, will be offering workshops on managing finances, reducing debt and increasing savings. Seminars and workshops are free, but contest participants will earn points toward winning.

The Nonprofit Sector’s Most Pressing Issues: The C-Level Exec’s Point of View
August 31, 2010

Fundraisers from all walks of life are encountering many challenges these days, but what do the C-level executives see as the most important issues facing the sector? At the Direct Marketing Association Nonprofit Federation’s 2010 New York Nonprofit Conference, three top nonprofit executives joined moderator Tom Harrison, president and CEO of Russ Reid, to discuss these issues in a two-part session, “Cracking the Shell: Open Dialogue & Discussion With America’s Top Nonprofit C-Level Executives on the Sector’s Most Pressing Issues."