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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Last Episode: Episode 8: Trends in AI with Blackbaud
Resources and Insights – GivingDocs.com
Episode 3: Board Development with YWCA of Greater Charleston
In this month’s episode of Revamping Retirement, Jennifer Doss and Dawn McPherson sit down with Amber Moulder and James Sheridan from Candidly. Candidly is a financial wellness platform focused on addressing student loan debt, emergency savings, retirement, and more.
This episode covers the restart of student loan payments, SECURE 2.0 and its impact on student loans, plus the demographics of Americans facing the most student debt.
In Minute with Mike, Mike Webb explains SECURE 2.0’s implications for required minimum distributions.
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Holistic Financial Wellness with Kimley-Horn
Millennials and Retirement with Katie Gatti Tassin
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.
Last Episode: Episode 7: A Deep Dive Into Community Foundations
Blackbaud’s Social Good Startup Program and Our Generative AI Cohort
In this month’s episode of Revamping Retirement, Jennifer Doss talks with Kimberly Plessinger and David McEntee from Kimley-Horn. They discuss the company’s financial wellness initiatives, including benefits and retirement plans.
Kimley-Horn places a strong emphasis on financial wellness, especially for its younger employees, providing educational resources and support to help employees understand the importance of saving for retirement and making informed financial decisions.
The discussion then shifts to focus on the company’s transition to 3(38) discretionary services for retirement plan management. This transition helped reduce fees for plan participants while maintaining a collaborative relationship with CAPTRUST.
In Minute with Mike, Mike Webb covers the two-year delay in the implementation of the new mandatory Roth age-50 catch-up rule under SECURE Act 2.0.
Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.
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.
Last month’s episode: Participant First with SUNY
Cultivating Financial Independence | VESTED Magazine
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:
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
Last Episode: Episode 6: Heather Shanahan talks tax with CPA Kristen Hoyle
In episode 55 of Revamping Retirement, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY. Michael shares his expertise in retirement program management, participant engagement, and adapting offerings to meet participant needs.
Michael emphasizes the importance of adopting a participant-centric approach. He discusses three main participant groups—those who are risk-averse, those who want to manage their investments, and those who want to make their own choices but lack expertise—and how SUNY tailors its benefits to address the needs of each group.
Later, Mike Webb covers the importance of a plan document.
Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.
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.
Last month’s episode: Mid-Year Check-In and Market Update
Retirement Benefits that Suit a Diverse Workforce
Leveling the Retirement Savings Playing Field
This month, Jennifer Doss and Dawn McPherson look back on the first half of the year, including a mid-year market update with CAPTRUST’s Kevin Fieldman, director of investment research.
Listen to learn more about market volatility, inflation, and some SECURE 2.0 provisions that are affecting plan sponsors now and in the near future.
Later, Mike Webb breaks down the enhanced tax credit for small businesses, a new provision in SECURE 2.0.
Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.
Last month’s episode: “How America Saves,” with Vanguard
July 2023 Market Update with CIO Mike Vogelzang
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:
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
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:
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
The INS Group – Innovative Nonprofit Solutions Since 1999
Last Episode: Episode 4: Building a Succession Plan with God’s Love We Deliver
This month, Jennifer Doss and Scott Matheson are joined by David Stinnett, principal of strategic retirement consulting at Vanguard. Stinnett breaks down the 22nd annual “How America Saves” report, which covers trends in retirement plan design and participant behavior, including the use of financial advice programs, savings rates, and more.
Later, Mike Webb covers Roth catch-up contributions in his SECURE 2.0 series of this month’s Minute with Mike.
Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.