We are pleased to share with you the latest edition of our Steward Newsletter, appropriately delivered just in time for August 17, National Nonprofit Day. This day was first established in recognition of the 1894 Tariff Act that granted tax exemptions to charitable organizations, marking a significant development in nonprofit history. Today, it is an opportunity to acknowledge the dedication, diligence and generosity of nonprofit leaders, staff and volunteers like you. Your collective efforts play a vital role in advancing your organization’s mission and vision, contributing to positive change in communities around the world. At Fiducient Advisors, we are committed to supporting you in those efforts by offering informed guidance, comprehensive resources and customized education as part of our investment consulting services. We hope you find this newsletter helpful as you continue to pursue your goals. Thank you for working to make a difference!
Unlocking Impact: Why Healthcare Foundations Need a Modern Investment Strategy
Healthcare foundations play a critical role in addressing some of our society’s most urgent needs – from community wellness and medical innovation to health equity and access. Yet even the most mission-driven organizations can fall short when it comes to aligning their financial strategy with long-term goals. As an investment advisor serving mission-based institutions, Fiducient Advisors prompts our healthcare clients to… Read More >
Corporate Foundations: Don’t Just Pass Through When You Can Stay for the Long-term
According to Giving USA, corporate giving is a growing piece of overall charitable giving.1 In terms of corporate dollars donated, most corporate foundations operate as pass-through entities, disbursing a portion of annual pre-tax profits to charity. Corporate giving may come in many forms (in-kind product donations, pro bono volunteering and matching gifts from employees and vendors). With the recent passing of the “One Big Beautiful Bill,” this will set a… Read More >
Understanding Impact Investing
Impact investing is a strategy designed to generate positive social or environmental effects in addition to financial returns. This approach appeals to nonprofit organizations seeking greater alignment between their investment portfolio and broader charitable mission. The concept and practice of impact investing continues to evolve, gaining notable traction over the past decade. This approach is driven by growing concerns and motivation to address ongoing global challenges, such as climate change and economic inequality, through… Read More >
