In episode 22 of Mission + Markets, host Heather Shanahan welcomes Dalia Wimberly, executive director of The Resiliency Collaborative, for a candid conversation about turning a hardship into strength. Dalia shares the organization’s journey through a financial crisis, the bold steps taken to rebuild trust, and the cultural and structural changes that strengthened its foundation.
From tightening internal controls to embracing transparency and community, this conversation offers practical strategies for nonprofit leaders navigating risk, governance, and resilience.
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In this episode of Mission + Markets, Heather Shanahan sits down with CAPTRUST advisors David Ramsour and Elliot Greenberg to unpack private markets and alternative investments—and what they mean for nonprofit portfolios.
Together, they break down strategies such as private equity, private credit, real estate, and hedge funds, focusing on how these approaches can enhance returns, manage inflation risk, and add diversification. The discussion also covers emerging trends in sectors like multifamily housing, industrial properties, and data centers. For leaders steering endowments, foundations, or large institutional portfolios, this episode delivers practical strategies to strengthen investment resilience and capture long-term opportunities in private markets.
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In this episode of Mission + Markets, host Heather Shanahan welcomes Peter Persuitti, global managing director at Gallagher, for a deep dive into the insurance needs facing nonprofits.
From navigating complex coverage and fiduciary responsibilities to exploring the power of pooling and alternative risk financing, Peter shares strategies and trends that can help nonprofit leaders protect their organizations and refocus resources towards mission-driven impact. This conversation offers clarity on board governance, risk management, and the evolving role of insurance in the endowments and foundations sector.
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Previous Episode: Episode 18 Activating VolunteersTax Reform, Endowments, and Donor Strategy | Nonprofits
In episode 19, host Heather Shanahan is joined by Ed Chaney, nonprofit tax attorney at Schell Bray, and Mike Vogelzang, Chief Investment Officer at CAPTRUST, to discuss the potential ripple effects of the latest tax reform proposals on the philanthropic landscape.
With the 2025 expiration of the Tax Cuts and Jobs Act (TCJA) on the horizon and a new tax bill advancing through Congress, Heather, Ed, and Mike unpack what’s at stake for private foundations, colleges and universities, and individual donors. From increased excise taxes and asset thresholds to the strategic appeal of donor-advised funds, this timely conversation examines how institutional and individual giving may shift in response—and what nonprofit leaders and fiduciaries should be doing now to prepare.
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Previous Episode: Episode 16 Youth Ambassadors Of ServiceActivating Volunteers
In episode 18, Heather Shanahan chats with Rose Thompson, Executive Director of Activate Good, a program that connects volunteers with community service opportunities. Activate Good teams up with local and national organizations to support community service and has grown its efforts to include youth, corporate, and community initiatives. Thompson talks about how vital volunteers are and how the organization helps nonprofits by offering skills-based and youth volunteer opportunities. Thompson and Shanahan also discuss the perks of corporate volunteerism and how teamwork can drive meaningful change.
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Previous Episode: Youth Ambassadors of Service
When raising funds for a new library, do you go by the book or write a new chapter? Join host Heather Shanahan and guest Charity Tyler, executive director or the Cedar Rapids Public Library Foundation, as they take us on a capital campaign journey. What worked? What didn’t? Find out in Episode 17 of our Mission + Markets podcast.
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Previous Episode: Youth Ambassadors of Service
In episode 16 of Mission + Markets, host Heather Shanahan welcomes Sonali Ratnasinghe, a junior at the University of North Carolina at Chapel Hill and the founder of Youth Ambassadors of Service (YAS). The organization teaches young people about the nonprofit sector, encouraging them to engage in community service.
This passion project started during the COVID-19 pandemic and evolved into a 501(c)(3) organization. In the podcast, Sonali shares her recent experiences, including participating in the UN General Assembly and the Clinton Global Initiative, sharing valuable insights on youth involvement in nonprofit organizations.
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Previous Episode: A Fundraising Makeover
What changed after this nonprofit got a professional analysis of its fundraising efforts?
In episode 15 of Mission + Markets, host Heather Shanahan welcomes Missy Hatley of Legal Aid of North Carolina and Shannon Williams of Armstrong McGuire to talk about strategic fundraising. How can organizations be more effective? How can nonprofits get board members to play to their fundraising strengths? What’s new and innovative in the world of fundraising?
And finally, could your nonprofit benefit from a thorough development assessment?
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Previous Episode: Conducting an Auditor RFP
One important step nonprofit leaders should consider is bringing on an auditor. Depending on the organization’s size and composition, there are different types of audits that can be conducted, with various levels of cost and complexity.
In this episode, host Heather Shanahan dives into all things audits with Certified Public Accountant Robyn Campbell. Listen as they discuss why—and how—supply and demand issues are impacting the industry, plus key questions to include when conducting an auditor request for proposal (RFP).
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Previous Episode: Nonprofits and Cybersecurity
It’s sad but true: Even nonprofits can fall victim to ransomware attacks. These cybersecurity breaches hinder an organization’s ability to function and can create immediate reputation damage.
To better understand these risks and how to combat them, Heather Shanahan welcomes Dr. Dave Chatterjee, a cybersecurity thought leader, and Jon Meyer, CAPTRUST chief technology officer, in this episode of Mission + Markets.
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Previous Episode: Fundraising Strategies in Higher Education