With a new year and a new environment, now is the perfect time to examine your endowment or foundation’s investment strategy and asset allocation so that you can adapt to ever-changing market conditions! To help you do this,

Get ready to explore a new, unique approach to ESG investing for religious institutions! In part two of their ESG mini-series, Bob DiMeo and Devon Francis join Charles Kuchenbrod, the executive associate conference minister at the Southern New England ...

In this episode, we kick off a new mini-series on a topic that is near and dear to many endowment and foundation stewards, ESG investing!  Join Bob DiMeo, Devon Francis, and DiMeo Schneider’s Shreya Canakapalli as they launch the series with a discussi...

As a steward, how can you effectively manage your endowment fund and avoid common issues that can arise during the process? Find out in this third and final part of our higher education mini-series!  In this episode,

With the 2020 Elections mostly over, what do investors, nonprofits, and charitable organizations need to consider in managing their portfolios?  To explore the answer, join Bob DiMeo, Devon Francis, and Deutsche Bank’s Head of Global & Public Affairs ,...

Managing endowments at higher education institutions regularly includes uncertainty and challenges.  Now this seems more true than ever. In part two of their mini-series on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning.

Community foundations are essential pillars of our societies. But how has this unprecedented year impacted these organizations and the important work they do in communities? To find out, Bob DiMeo and Devon Francis visit with Roberta Herman Dietrich of...

Higher education impacts everyone from employers to students. While these institutions bring many great benefits to our societies, like many others, they are now experiencing new challenges in the face of COVID-19.  In this episode,

Are you interested in learning about endowment, foundation and other nonprofit investments and how investment strategy can further your charitable organization’s mission?  If so, you’ve come to the right place!