Nonprofit Investment Stewards

Nonprofit Investment Stewards

Latest Episodes

Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin
September 22, 2021

Focusing on diversity, equity, and inclusion (DEI) is more than just the “right thing to do.” It can help your nonprofit make better decisions and achieve greater results. In this episode, Bob DiMeo a

Episode 27 – 403(b) Retirement Plans Optimized for Nonprofits — With Vin Smith
September 08, 2021

Nonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve.  In this episode, Bob DiMeo and Devon Francis speak with Vin Smith, partner and practic

Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long
August 25, 2021

If you’re looking for investment strategies that help your nonprofit stay relevant in today’s ever-changing markets, then this episode is for you. In this show, Bob DiMeo and Devon Francis speak with

Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell
August 11, 2021

Oftentimes, the best way to communicate your nonprofit’s core values and mission to your audience is through storytelling. In this episode, Bob DiMeo and Devon Francis are joined by Park Howell, found

Episode 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matt Porter
July 28, 2021

With limited resources and staff, it can be difficult for investment committees to focus on both endowment management and the advancement of the organization’s mission. This circumstance has compelled

Episode 23 – Endowment Management and Operational Efficiencies: How Can You Achieve Both at the Same Time? — With Jeffrey Bethke
July 14, 2021

Amidst financial planning and endowment management, it’s common for institutions to underestimate the impact that operations can have in sustaining a nonprofit. In this episode, Bob DiMeo and Devon Fr

Episode 22 – Achieving Your Charitable Mission Through Private Foundations — With Adam Newell
June 30, 2021

For high-net-worth families who are charitably inclined, private foundations are a great way to make an impact while maintaining control over your investments. In this episode, Bob DiMeo and Devon Fra

Episode 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey Shields
June 16, 2021

In this episode, Bob DiMeo and Devon Francis talk to Jeffrey Shields, president and CEO at National Business Officers Association (NBOA). Jeff shares insights into the challenges  independent schools face including enrollment and optimizing their endow...

Episode 20 – How To Use Data and Rigorous Evaluation to Help Achieve Your Nonprofit’s Goals — With Annie Duflo
June 02, 2021

Regularly assessing the impact of your nonprofit’s initiatives and even its mission is more important than ever to all stakeholders including your donors. In this episode, Bob DiMeo and Devon Francis speak with Annie Duflo,

Episode 19 – Senior Living Communities and Their Unique Financial Considerations – with David Bordonaro
May 19, 2021

It is projected that by the year 2025, more than 50% of the population will be aged 65 and older. Leadership at senior living communities must keep up and adapt to changes in the industry to be financially prepared for the future of senior living.