We are/were actively involved in the adoption and implementation of the Uniform Prudent Management of Institutional Funds Act in various states. We have performed multiple restricted fund audits, which frequently result in the “freeing-up” of funds for current use by our clients.
We have a clear and simple goal—to meet the financial objectives of our clients by assisting with the investment, use and spending of endowment, quasi-endowment and other charitable assets
Nonprofit & Government Times | June 29, 2018
Washington DC corporate partner Michael Cooney wrote this contributed article on donor-advised funds, a type of low-paperwork charitable trust, and how their use will change in light of new guidance and proposed regulations.
Rochester Business Journal | January 19, 2017
This article about charitable giving features Washington DC nonprofit/higher education partner Mike Cooney discussing the personal drivers behind choosing a charity.
10.10.18 | Rochester, NY
03.06.18 | Washington, DC
03.16.17 | New York, NY