Virginia School Tax Credit Program Offers 65 Percent Tax Credit to Individual and Business Donors

Virginia’s tax credit education scholarship program saw its funding fully restored in the new state budget. The EISTC program allows eligible donors to claim a 65% tax credit against five state taxes.

2022-12-21T08:40:28-05:00July 25, 2022|Categories: Not-for-Profit, Tax: Business, Tax: Individual|Tags: |

Not-for-Profit Investment Policy Statements: Benchmarking Best Practices

Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.

2025-02-03T16:55:09-05:00May 2, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: , |

Not-for-Profit Investment Policy Statements: Why They Need Review

Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.

2025-02-03T16:59:09-05:00March 29, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: |
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