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.

Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

Resources: 

Previous Episode: Activating 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.

Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

Resources: 

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.

Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

Resources: 

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.

Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

Resources: 

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?

Want to hear more? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

Resources: 

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). 

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations. 

Resources: 

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.

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations. 

Resources: 

Previous Episode: Fundraising Strategies in Higher Education

This month, Heather Shanahan discusses higher education with Pete Lasher. Pete is senior vice president and higher education practice leader at Grenzebach Glier and Associates. The two discuss fundraising strategies, volunteers as donors, and honoring donor intent.  

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations. 

Resources: 

Last Episode: Values-Based Investing with Ethic

This month, CAPTRUST Senior Director of Endowments and Foundations Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic. 

Marcozzi explains Ethic’s approach to working with endowments and foundations, highlighting the importance of understanding an organization’s mission and values.  

He and Shanahan also discuss the challenges and opportunities in the impact investing space, like:

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations. 

Resources: 

Last Episode: Markets, with CAPTRUST’s Andy Marino | Nonprofits 

Ethic 

In episode 10 of Mission + Markets, Heather Shanahan and Andy Marino cover the financial landscape of the past year and how it might affect nonprofits, endowments, and foundations.  

The conversation examines the Federal Reserve’s efforts to reduce inflation. Marino also addresses the historical association of the inverted yield curve with recessions and the recent normalization of longer-term interest rates. He recommends that nonprofits set realistic expectations and maintain a long-term perspective.  

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.  

Resources: 

Last Episode: Episode 9: DEI in Planned Giving with GivingDocs 

OCIO for Nonprofits | CAPTRUST 

Market Update | October 2023 | Investment ManagementÂ