In-Person
Why are smaller Non-Profits being left behind... Structure, Structure, Structure
August 20, 2026
1040 Schlipf Road – Garden Room
August 20th (5:30-7:00 PM CST)
The Houston nonprofit market
We want to talk with Executive Directors, Board Members, Advisory Board Roles to help outline the market and pitfalls, to help you all align to the mission
Greater Houston runs one of the largest nonprofit economies in the country, spanning more than 40,000 organizations across the metro. The impact is:
$60B+ Annual revenue
266k People employed
$163B Assets held
Source: Cause IQ — Houston–The Woodlands–Sugar Land, TX metro.
In a market this size, there is an opportunity to provide meaningful leadership to the organizations that shape our community.
What we'll cover
Three responsibilities every nonprofit board member carries, and the practical questions behind each.
Engage the community
Show up. Convene partners, volunteers, and neighbors. A board that is visible in the community signals that the mission is alive and worth backing.
Raise awareness
Be the megaphone. Every member is a public voice for the cause — telling its story widens the circle of people who care, long before anyone is asked to give.
Steward the mission
Guard the trust. Sound governance and transparency are what turn one-time supporters into lifelong donors.
Your Hosts
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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RSVP now!
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
