Baker Tilly US’ Post

I'll be speaking tomorrow on energy tax credits enabled by the Inflation Reduction Act, and their potential benefits to non-profit organizations. Join the conversation tomorrow if your non-profit organization is interested in federal funding for clean energy projects.

Capitalizing on the Inflation Reduction Act (IRA) might be a great way to deal with your deferred maintenace challenges. Take some time and log into this informative session and hear firsthand from our own Gideon Gradman

Thank you Elizabeth Muirhead, CFA for today's discussion on "Vanguard Economic and Market Outlook for 2024: A Return to Sound Money" An era of higher interest rates marks a return to sound money. Hear more of Vanguard's 2024 views in this presentation. What were your biggest takeaways from today's program? Let us know! #cfasocietyhouston #cfaprogram #cfa #cfai #networking #continuingeducation #charterholder #charteredfinancialanalyst #finance

Our latest blog covers how non-profit organisations can build their own treasury policy, in order to generate the highest possible interest on their cash reserves. We cover the current financial climate, risk management, key areas to bear in mind when creating your own policy, and how using a cash management platform can make the whole process smoother. Plus, you can download your copy of our treasury policy template! Click here to find out more: https://lnkd.in/ekBvaqqY

Happy World Savings Day! Saving money can be tough, but it's worth it in the long run. If you're not saving already, we encourage you to start today. Even a small amount each month can add up over time. Allianz Trust, our savings plan, can make it even easier. Visit the link in our bio to start saving today. #WorldSavingsDay #SaveMoney #AllianzTrust #AllianzNigeria

Investing for Impact: A Key Strategy for NFPs Not-for-profit organisations (NFPs) are the backbone of positive change in our society, addressing diverse challenges. To achieve their mission and create a lasting impact, NFPs must efficiently manage their finances. One often overlooked aspect of financial stewardship is the strategic investment of surplus funds. Here's why it's vital: Financial Stability: Investments offer a financial cushion in turbulent times, ensuring mission continuity. Long-Term Growth: NFPs can multiply resources, enabling expanded programs and broader impact. Maximising Impact: Earnings from investments can supercharge outreach, enhancing the mission's impact. Donor Confidence: Financial stability inspires donor trust, attracting vital contributions. Sustainability: A diversified income source reduces dependence on external funding. Prudent Stewardship: Investing reflects wise resource management, reinforcing the mission's integrity. Maintaining a culture of surplus fund investment is more than a strategy; it's a commitment to maximising impact and sustainability. Embrace this practice, and your NFP will be better positioned to drive positive change in the world. 💪 #dennisweston #nsw #wagga #nfp #NonProfits #FinancialStewardship #money #business #ImpactInvesting #AICD #governance #NDIS #logistics

As part of your Risk Management Strategy, do you have an adequate Investment Policy in place for your cash reserves? #deposits #cashmanagement #treasurymanagement

Imagine earning cash back while growing your emergency fund. It's possible with Alliant Credit Union! Discover how you can get paid to save and boost your emergency fund. Find out more here 👉 myalliant.com/suze21m #emergencyfund #getpaidtosave #alliantcreditunion #savemoney

Some insights to share from With Intelligence's Private Credit Fundraising report. Key takeaways: - An impressive $198bn of private credit funds were closed in 2023. - A substantial 75% of these funds went to managers established before the 2008 financial crisis. - The top 10 largest funds alone accounted for a remarkable 49% of all money raised last year. It's clear that LPs have a strong preference for experienced managers with a proven track record in navigating financial crises. This is particularly relevant given the current concerns about higher interest rates and the potential for increased defaults. While pre-GFC managers led the pack, it's worth noting the impressive performance of some newer GPs, showcasing the dynamic and evolving landscape of private credit. Exciting times ahead for the industry! - send me a message to learn more and view the data first hand

Congratulations! You've worked hard all year for a great bonus or even earned a raise for your outstanding performance. 👏 👏 👏 Here's some advice to help you make the most of this hard-earned cash by investing in yourself and your future in ways you won't regret: https://lnkd.in/efHZk7N8 #CFALBahamas #CFAL #financetips #hardworkpaysoff #moneymindset #blogpost #financeblogger