How to Stay Tax Smart in 2026
2025 brings its own set of opportunities and challenges for non-profits, but nothing a plan can’t account for. In just 20 minutes, hear from our team on the three non-negotiables your plan needs to include, why, and how it will help you grow your endowment or foundation.
Watch now to learn:
- Insights on market returns, inflation, and cash flow trends
- How these factors can influence your organization’s short- and long-term success
- Actionable strategies to help you navigate the year ahead with confidence
Speakers:
- Nicholas Cintineo, CFA®, CIPM, Senior Investment Consultant, Endowment & Foundation Service Lead
- Paul Stanzione, CFA®, CAIA, Portfolio Strategist
We can help
Let us take the guesswork out of financial planning and investment management so you have more time to focus on your mission. We’ll work with you to develop a comprehensive financial and investment plan, alongside other services like fundraising support, board and staff education, and more. Schedule an introductory call today.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
