Heather Shanahan

Senior Director,
Endowments & Foundations

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Biography
Education & Other Highlights
Location(s)

Heather Shanahan is an endowment, foundation, and nonprofit financial advisor based in Raleigh, NC.

Heather joined CAPTRUST in 2022 as the senior director of endowments and foundations. She partners closely with Eric Bailey, CAPTRUST’s head of endowments and foundations to support advisors with their clients, supplying best practice content and resources to the nonprofits CAPTRUST serves.

In addition to having two decades of experience in the financial industry, Heather was honored to serve as the executive director of the Ronald McDonald House in Chapel Hill, North Carolina for the three years prior to her joining CAPTRUST. Heather’s unique experience in nonprofit leadership, board service and financial services helps to provide holistic insight into nonprofit client needs.

Heather holds a Bachelor of Arts degree from University of North Carolina at Chapel Hill and a Certificate in Nonprofit Management from Duke University. She currently serves on the board of the CAPTRUST Community Foundation.

 

Education

  • Bachelor of Arts degree from University of North Carolina at Chapel Hill
  • Certificate in Nonprofit Management from Duke University

Memberships

  • Member, CAPTRUST Community Foundation Grants Committee
  • Member, Financial Literacy Committee, CAPTRUST Community Foundation

Article

Announcing CAPTRUST's 2024 Endowment and Foundation Survey

CAPTRUST’s 2024 Endowment and Foundation Survey explores the many ways nonprofit organizations are preparing for the future by shifting governance structures, responding to calls for DEI, ESG, and more, and investing their portfolios to ensure perpetuity.

Read More

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