The French writer Antoine de Saint-Exupéry once wrote, "A goal without a plan is just a wish." He wasn't referring to investing goals when he penned this, but he could have been. Having financial ...

Editor’s note: This is the second article in a series. For the first article, which provides a series overview, see “Transform Your Business Model,” also in this issue. Accounting firms come to Kassi ...

Most people don’t think about their development plan until they hit a wall. A missed promotion, a new role, or a shift in priorities can expose just how unclear the next step really is. Creating an ...

During periods of economic uncertainty, it can be tempting to put plans for expansion on hold, especially when some organizations are facing existential threats. Yet foundations often seek grantees ...