Brown Advisory

APRIL 16, 2018

The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Today, we help nonprofits make an impact with the other 95% of their portfolio. When a nonprofit wants a mission-aligned investment strategy, we use the same process.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

MARCH 4, 2025

And generally speaking, we are sort of number one or number two in everything that we do, which, which again is a great privilege to work there from that perspective. Healthcare, higher ed and nonprofit business, again, two very mature businesses. Any nonprofit obviously has a much more limited sort of staff overall.

Banking 130

Banking Economy Startup Marketing 130

Brown Advisory

APRIL 3, 2020

Despite the challenges we are all facing, we are inspired by the work that our nonprofit clients are doing and seek to be a partner, resource and friend during this period, offering relevant information and perspectives when possible that can aid our clients in pursuing their missions. Charitable Deductions.

Nonprofit 52

Nonprofit Food Education Taxes 52

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. The IC makes a limited number of key decisions annually. Mon, 06/13/2022 - 14:12.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Clever Girl Finance

AUGUST 30, 2023

If you don’t communicate with your credit card company, you could end up in default, resulting in your debt being moved to collections. Many credit counseling organizations are nonprofits with certified counselors. You can usually find their customer service number on the back of your credit card or on your monthly statements.

Debt Management 52

Debt Management Planning Accounting Communication 52

Brown Advisory

MARCH 27, 2020

There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients. Businesses with fewer than 500 workers, including sole proprietorships and nonprofits, may apply for loans up to $10 million to cover for costs of employee compensation, rent, mortgage payments, and utility expenses.

Taxes 52

Taxes Clients Accounting Retirement 52

Brown Advisory

MARCH 27, 2020

There are a number of temporary income tax provisions in the CARES Act that will be of interest to our private clients. Businesses with fewer than 500 workers, including sole proprietorships and nonprofits, may apply for loans up to $10 million to cover for costs of employee compensation, rent, mortgage payments, and utility expenses.

Taxes 52

Taxes Clients Accounting Retirement 52

Brown Advisory

JUNE 1, 2023

The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding. How we are different About Brown Advisory Brown Advisory is a leading independent investment firm that offers a wide range of solutions to institutions, corporations, nonprofits, families and individuals.

Portfolio 52

Portfolio Valuation Clients Investments 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. And it got to the point where there was the potential to do this nonprofit, like charitable bet. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investments Investing Government 130

Brown Advisory

OCTOBER 11, 2021

ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. Are Alternatives Right for Our Organization?

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Hedge funds can include a number of strategies: long-short, trading-oriented, global macro, event-driven and activist. Are Alternatives Right for Our Organization? Mon, 10/11/2021 - 11:55.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

The Better Letter

APRIL 6, 2023

The Retirement Confidence Survey from the private, nonprofit Employee Benefit Research Institute has gathered opinion data for over 30 years from workers and retirees as to what they believe their financial status to be. However, achieving that goal came at a cost. Our retirement planning took a hit to do so.

Retirement Planning 102

Retirement Planning Retirement Planning Nonprofit 102

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — I couldn’t believe the numbers. It’s unique.

Assets 173

Assets Management Marketing Marketing 173

The Big Picture

AUGUST 8, 2022

There’s no corporation that lives its healthy — unless they’re on their way to bankruptcy that lives with single digit equity numbers. RITHOLTZ: And to put some numbers on that, the Internet peak to trough was about 81 percent decline in the NASDAQ comp whereas I think houses fell about 32 percent. RITHOLTZ: Right.

Banking 204

Banking Government Insurance Taxes 204

Brown Advisory

APRIL 22, 2021

ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million. The extended limitation may impact many of our high-earning clients who own businesses through pass-through entities such as LLCs and have significant tax losses in excess of $500,000.

Clients 52

Clients Planning Taxes Executive Compensation 52

Brown Advisory

APRIL 22, 2021

ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million. ARPA’s $350B for state and local governments (which are not permitted to cut taxes), some of which might flow through to nonprofits. Enhanced Limits on Deductions for Executive Compensation.

Clients 52

Clients Planning Taxes Executive Compensation 52

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right.

Government 321

Government Banking Numbers Investments 321