True partnerships.

True partnerships.

When we at Duncan Williams Asset Management have the opportunity to work with a nonprofit, it is our intention to form a true partnership.  This is notably different from the way many of our competitors operate in the space.  Many investment firms are content to have...
Collaboration: The Key for Non-Profit Partnerships

Collaboration: The Key for Non-Profit Partnerships

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.  However, many...
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...
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