Wealth and Giving White Paper

whitePaper | January 13, 2021

As nonprofits begin to emerge from the COVID-19 crisis, many priorities and concerns have shifted. In May, we sent a brief questionnaire to our database of thousands of nonprofits. The response was telling, and a clear picture of the challenges ahead surfaced from the organizations surveyed. This white paper details the survey results and what they mean for the future of nonprofits nationwide. Use the form here to have the whitepaper sent to your inbox!

whitePaper | March 10, 2022

Community nonprofits are on the front lines of the Coronavirus pandemic. They provide essential services in every city and town in Connecticut, serving people in need. They are a vital part of Connecticut’s economy, providing services that make our state safe, healthy and vibrant. Community nonprofits serve more than 500,000 people every year.

whitePaper | October 2, 2021

Disaster planning isn’t fun or exciting and it doesn’t directly help the people we aim to serve. However, it is essential for nonprofit organizations who want to remain resilient in the face of the unforeseen. Nonprofits provide a wide variety of services ranging from travel and leisure to educational and informational to health and direct services that may be crucial to their clients’ survival. Nonprofits provide essential services, and need to be prepared for the emergencies that may impact their operations or their ability to serve and fulfill their missions.

whitePaper | January 17, 2020

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $200 million in annual giving by individuals, families, corporations, and major foundations. Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world’s largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. For more information, please visit www.rockpa.org.

whitePaper | July 8, 2022

Digital transformation is occurring across each sector. Organisations across each sector are utilising digital technology to fundamentally change their operations. They are replacing their processes, reimagining their customer experience, and innovating with the help of digital transformation. The result? Improved efficiency ensuring that resources are making the biggest impact possible, added value which can easily be measured and communicated with stakeholders and a sophisticated use of data leading to insights and transparent decision making

whitePaper | June 1, 2022

When you are trying to get to the same place as everyone else, you can use the same map. But when you are blazing your own trail, those directions might help you get started, but they won’t get you where you ultimately want to go. With financial reporting, you need the standardized reports that everyone uses—such as a cash flow statement or budget to actuals—to give you an understanding of where you sit financially. These reports also help you see how you compare with industry benchmarks and other not-for-profit organizations. Knowing that the entire industry is seeing their expenses increase because of inflation makes your tighter margins easier to understand.