Nonprofit Investment Stewards
Episode 28 – How Nonprofits Can Drive Results Through Diversity, Equity, and Inclusion — With Cynthia Primo Martin
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
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
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
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
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
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
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
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
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
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.