How a Financial Advising Firm Can Help a Non-Profit

How a Financial Advising Firm Can Help a Non-Profit

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. The speaker mentioned the term “bizsplaining”, as an act where financial professionals...
Is your cash reserve fund working smart for you?

Is your cash reserve fund working smart for you?

Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk. The secondary priority would be the amount of yield that fund is able to get. Considering these two concerns many nonprofits consider just two choices,...
Nonprofit organizations need retirement plans too.

Nonprofit organizations need retirement plans too.

Nonprofit organizations need retirement plans too. Offering retirement benefits at your nonprofit can help you be competitive at attracting the best talent for your nonprofit organization. Most employers in the nonprofit sector provide retirement plans. Many different...
Who Should Be On Your Development Committee?

Who Should Be On Your Development Committee?

By David Scully, President and CIO, DWAM Partly because I have a father that has built a very successful career in professional fund-raising and partly because I deal with people’s money on a daily basis in my normal business responsibilities, I have found that I am...

Good mission statements are extremely focused

For a nonprofit organization (or really any organization), the development and communication of a great mission statement is extremely important. These few brief sentences serve as a summary of the aims and values of the organization. Good mission statements are...
What separates the good nonprofits from the great ones?

What separates the good nonprofits from the great ones?

Having a father that worked in development and fund-raising throughout my entire childhood (and still to this day) and serving on several nonprofit boards myself, I have picked up more than my share of tidbits on the things that separate the good nonprofits from the...
IMPORTANT NOTICE:
You are now leaving the website of Duncan Williams Asset Management (“DWAM”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Performance Technologies (“SPT”) and available to you exclusively through DWAM.  DWAM is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab.  Schwab has no responsibility for the content of DWAM’s website.  This link to the Institutional Intelligent Portfolio website should not be considered to be either a recommendation by SPT or a solicitation of any offer to purchase or sell any security.


Use HRX6 for the Advisor Program Key when creating your account.

Continue

×