In the second episode of Mission + Markets, Heather Shanahan, CAPTRUST director of endowments and foundations, is joined by Bob Murray, executive director of Casual Simulation. Bob has more than 30 years of experience in the nonprofit and higher education development. The two discuss donor engagement, honoring your donor’s intent, and how to keep your organization’s story relevant as technology evolves. They also cover how a newer, startup-style nonprofit can partner with established organizations for success.
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How Nonprofits Can Handle Major Gifts
Honoring Donor Intent | Endowment and Foundations
Welcome to the debut episode of Mission + Markets! Listen as Heather Shanahan, CAPTRUST director of endowments and foundations talks through highlights of the fifth annual Endowments and Foundations survey, completed by 169 organizations around the country, and 59 percent of respondents are private nonprofits. Heather is joined by CAPTRUST Director of Institutional Portfolios James Stenstrom, and Grant Verhaeghe, CAPTRUST senior director and Institutional Portfolios practice leader.
The three discuss staggering statistics regarding diversity, equity, and inclusion, plus practical ways to improve an organization’s DEI efforts. They also consider reasons for the decline in values-based investing for endowments and foundations.
To learn more about the survey’s findings, view the results here.
Subscribe to Mission + Markets wherever you get your podcasts for more discussions on topics like board turnover, honoring your donor’s intent, and trends among nonprofit sectors.
About Mission + Markets
Mission + Markets empowers endowments and foundations to pursue their mission-driven goals by exploring trends and best practices related to mission engagement, fiduciary governance, and investment management. Hosted by CAPTRUST’s Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on what’s most important—the mission.
CAPTRUST Unveils Findings from Fifth Annual Endowment & Foundation Survey