non-profit management

I recently tweeted some research that we had done by UnCommon Innovation on the state the financial services sector.  The focus on the study was on how advisors are talking with their clients about charitable giving.  What came out loud and clear is that advisors are looking for tools and resources to have deeper, more meaningful conversations with their clients about philanthropy.  These tools and resources can come from a number of places, the most knowledgeable place would be the charitable sector itself.

Lately I have been invited to several third-party fundraisers for various organizations. It got me thinking about how well the hosts of these fundraisers know about the fundraising policies and the subsequent liabilities of the organization that they are hosting for. Read more »