Afleveringen
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One important step nonprofit leaders should consider is bringing on an auditor. Depending on the organizationâs 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 whyâand howâsupply and demand issues are impacting the industry, plus key questions to include when conducting an auditor request for proposal (RFP).
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Itâs sad but true: Even nonprofits are not immune to ransomware attacks. These cybersecurity breaches hinder an organizationâs ability to function and can create immediate damage to the nonprofitâs reputation or public standing.
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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Zijn er afleveringen die ontbreken?
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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.
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This month, Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic.
Anthony explains Ethic's approach to working with endowments and foundations, highlighting the importance of understanding an organization's mission and values.
He and Heather also discuss the challenges and opportunities in the impact investing space, like:
Emphasizing the importance of working with trusted advisors Focusing on education Transparency Community engagementSubscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
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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.
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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.
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
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In episode eight of Mission + Markets, Heather Shanahan talks to Kate Averett Anderson, senior content manager at Blackbaud, about artificial intelligence (AI) technology trends and their potential uses in nonprofit organizations. The discussion covers:
Nonprofit AI applications, including donor communication and grant writing
Donor prospecting and revenue optimization with AI
AI as a tool to enhanceânot replace--human efforts
Trustworthy AI principles for responsible usage
Protecting donor privacy and maintaining transparency
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 clientsâ experiences as described in the podcast do not necessarily represent the experience of other clients.
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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:
fundraising strategies
donor engagement
investment management
community impact
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 clientsâ experiences as described in the podcast do not necessarily represent the experience of other clients.
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In this episode of Mission + Markets, Heather Shanahan talks with Kristen Hoyle, CPA and audit partner at Thomas, Judy & Tucker P.A. Kristenâs work focuses on supporting nonprofit organizations with tax-related services.
Heather and Kristen cover an array of topics, including:
Varying tax statuses of nonprofits, foundations, and endowments
When your organization needs an audit
How to properly prepare a 990
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
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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:
Measuring impact when writing a grant
Setting guidelines on grant reporting
Telling your organizationâs story
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
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This month, Heather Shanahan sits down with Karen Pearl and David Ludwigson of Godâs 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 clientsâ 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, GLWDâs 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 clientsâ experiences as described in the podcast do not necessarily represent the experience of other clients.
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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 organizationâs executive director for seven years, and Courtney is the current treasurer and incoming chair of the YWCAGCâs board.
In the episode, LaVanda and Courtney share their experiences navigating and supporting the YWCAâs 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 organizationâs 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 clientsâ experiences as described in the podcast do not necessarily represent the experience of other clients.
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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 donorâs intent, and how to keep your organizationâs story relevant as technology evolves. They also cover how a newer, startup-style nonprofit can partner with established organizations for success.
Subscribe to Mission + Markets for more insight for nonprofits and mission-focused organizations.
RESOURCES:
How Nonprofits Can Handle Major Gifts
Honoring Donor Intent | Endowment and Foundations
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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 Asset/Liability James Stenstrom, and Grant Verhaeghe, CAPTRUST senior director and asset/liability practice leader.
The three discuss staggering statistics regarding diversity, equity, and inclusion, plus practical ways to improve an organizationâs DEI efforts. They also consider reasons for the decline in values-based investing for endowments and foundations.
To learn more about the surveyâs findings, click 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 CAPTRUSTâs Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on whatâs most importantâthe mission.
