Non-Profit

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.

Nov 25, 2025 · 4 min

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.

Mar 3, 2025 · 5 min

Your Mission, Your Future—Partner with a Firm That Understands Both

Feb 12, 2025 · 2 min

In honor of Black History Month we invite you to visit the National Civil Rights Museum

Feb 6, 2024 · 1 min

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.

Aug 5, 2021 · 3 min

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.

Apr 15, 2021 · 3 min

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.

Aug 29, 2020 · 2 min

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.

Apr 12, 2019 · 1 min

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.

Dec 8, 2018 · 2 min

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.

Aug 15, 2018 · 2 min

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.

Jul 10, 2018 · 2 min

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

Apr 10, 2018 · 2 min

Good mission statements are extremely focused

Mar 13, 2018 · 2 min

What separates the good nonprofits from the great ones?

Feb 13, 2018 · 2 min

Add Performance to Your Non- Profit by Getting Creative with Big Cost Centers

We have the privilege of working with numerous regional non-profits who are focused on maximizing the resources they need to pursue their missions. Most feel the pressure to focus on revenue generation. After all, they are likely already painfully understaffed, and “cuts” seem counter to their missions.

Sep 28, 2017 · 2 min

This is the Hallmark of Strong Financial Leadership of a Non-Profit

At Duncan Williams Asset Management we work with several non-profits and are familiar with the specific financial challenges they face. Fundraising shortfalls, investment questions, and projecting and planning accurately are just a few.

Jul 6, 2017 · 2 min