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.  

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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:

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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.  

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Resources: 

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

OCIO for Nonprofits | CAPTRUST 

Market Update | October 2023 | Investment Management 

In episode nine of Mission + Markets, Heather Shanahan and Jade Bristol, chief development officer at GivingDocs, discuss DEI efforts in planned giving and estate planning. GivingDocs is an online estate planning platform designed to help nonprofits improve their planned giving initiatives.

The conversation addresses diversity, equity, and inclusion (DEI) within planned giving and estate planning. Jade discusses the organization’s mission to enhance planned giving efforts for nonprofits, and the history of inequity in philanthropy.

Jade and Heather emphasize the importance of authentic conversations, cultural awareness, and empathy when working with diverse donors in the realm of planned giving. Their discussion underscores the crucial mission of nonprofits to make a positive impact through thoughtful and respectful engagement with donors.

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Resources

Last Episode: Episode 8: Trends in AI with Blackbaud

Resources and Insights – GivingDocs.com

Episode 3: Board Development with YWCA of Greater Charleston

In episode eight of Mission + Markets, Heather Shanahan talks to Kate Averett Anderson, senior content manager at Blackbaud. They explore various aspects of AI technology trends and its applications in nonprofit organizations. The discussion covers:

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Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.

Resources:

Last Episode: Episode 7: A Deep Dive Into Community Foundations

Blackbaud’s Social Good Startup Program and Our Generative AI Cohort

In episode seven of Mission + Markets, Heather Shanahan talks community foundations with CAPTRUST financial advisors Bill Altavilla and Matt Doyle, plus special guest Jim McCallum. Jim is the advisor to the Chief Financial Officer for the Sacramento Region Community Foundation, having previously served as CFO since 2005. He has an extensive background in estate planning, tax, securities, planned giving, and insurance.

They discuss a range of topics, including:

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Resources:

Last Episode: Episode 6: Heather Shanahan talks tax with CPA Kristen Hoyle

In this episode of Mission + Markets, Heather Shanahan talks with Kristen Hoyle, CPA and audit partner at Thomas, Judy & Tucker P.A. Kristen’s work focuses on supporting nonprofit organizations with tax-related services.

Heather and Kristen cover an array of topics, including:

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Additional Resources:

Last Episode: Episode 5: Grant Trends and Best Practices with Ruth Peebles

Honoring Donor Intent | Endowment and Foundations

In this episode of Mission + Markets, Heather Shanahan talks with Ruth Peebles, president and founder of nonprofit consulting firm The INS Group. The two discuss best practices and trends for grants, including:

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Additional Resources

The INS Group – Innovative Nonprofit Solutions Since 1999

Last Episode: Episode 4: Building a Succession Plan with God’s Love We Deliver

This month, Heather Shanahan sits down with Karen Pearl and David Ludwigson of God’s Love We Deliver (GLWD). GLWD is a nonprofit organization based in New York City that provides medically tailored meals, plus nutrition counseling, to individuals living with severe and chronic illnesses. Founded in 1985, GLWD delivers these meals free of charge to clients’ homes throughout the five boroughs of New York City and parts of New Jersey.

Karen shares her experience as CEO and discusses her decision to retire, with practical advice for other nonprofit leaders to engage board members in succession planning. David, GLWD’s current CEO, discusses the transition process and how it set him up for success. Listen to what they learned about board involvement, organization-wide transparency, and how to achieve a (mostly) peaceful transition.

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

Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.

Additional Resources

Heather Shanahan, CAPTRUST director of endowments and foundations, talks with LaVanda Brown and Courtney Johnson from the YWCA of Greater Charleston (YWCAGC). LaVanda has been the organization’s executive director for seven years, and Courtney is the current treasurer and incoming chair of the YWCAGC’s board.

In the episode, LaVanda and Courtney share their experiences navigating and supporting the YWCA’s mission of eliminating racism and empowering women. The three discuss the intentional decision to have an all-female board; the steps they’ve taken to honor the organization’s mission; the importance of staff and board member relationships; and strategic planning.

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

Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.

RESOURCES:
YWCA GREATER CHARLESTON

Racial Equity Institute

BoardSource

Measuring Diversity in Nonprofits