When we at Duncan Williams Asset Management have the opportunity to work with a nonprofit, it is our intention to form a true partnership.
Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.
Earlier this year I had the pleasure of attending Momentum Nonprofit Partners’ Conference – it was an insightful event, especially through the lens of someone working in finance.
At Duncan Williams Asset Management we work with several non-profits and are familiar with the specific financial challenges they face. Fundraising shortfalls, investment questions, and projecting and planning accurately are just a few.
We have the privilege of working with numerous regional non-profits who are focused on maximizing the resources they need to pursue their missions. Most feel the pressure to focus on revenue generation. After all, they are likely already painfully understaffed, and “cuts” seem counter to their missions.