Income Needed to Join the Top 1% by State (2025)
The amount of money you need to be among the top 1% of earners in the U.S. in 2025 depends a lot on where you live.
Navigating Financial Uncertainty: A 2025 Guide to Diversifying Revenue Streams for Nonprofits
As we navigate the challenges of 2025, nonprofit organizations are facing increasing financial uncertainty.
Your Mission, Your Future—Partner with a Firm That Understands Both
In honor of Black History Month we invite you to visit the National Civil Rights Museum
Pro Tips for Nonprofits: Choosing the right financial adviser
Nonprofits are passionate about their missions, yet sometimes this passion can affect decision-making beyond the traditional scope of their work. Nonprofits work hard for donations, and deciding how to manage these donations in-house can surely add undue stress. This is where a financial advisor comes in.
Pro Tips for Nonprofits: Partner up to stand out
Nonprofits consistently operate with limited resources needed to effectively market, outreach, and raise awareness for their cause. In a recent study by the Nonprofit Research Collaborative, 18% of nonprofits saw “small staff, transitions in staff” as one of their biggest challenges while 11% of nonprofits deemed “donor cultivation, acquisition, retention, [and] communications” as one of their biggest challenges.
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.
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.
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.
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.
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.
Who Should Be On Your Development Committee?
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