Nonprofit Investment Stewards

Nonprofit Investment Stewards

Latest Episodes

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.

Episode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis Morrone
May 05, 2021

Managing liquidity, identifying suitable governance policies, and building the right investment committee are just a few of the challenges that nonprofits face on a regular basis. How can you navigate these challenges with greater ease?

Episode 17: 10 Habits of Effective Investment Committees
April 20, 2021

An investment committee member might be doing everything right. But just one wrong move could derail an endowment or foundation from your path to success. To help prevent this, Bob DiMeo and Devon Francis share their list of the 10 Best Investment Comm...

Episode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy Schiffman
April 07, 2021

During the COVID-19 pandemic, most fundraising events have come to a standstill. For many, face-to-face interaction with donors is limited at best. How can nonprofits adapt to and raise funds in such an environment? To answer this,

Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo
March 30, 2021

DiMeo Schneider was founded in 1995 and one year ago, combined with Fiduciary Investment Advisors to form one of the largest RIAs in the U.S.  In this episode, Devon Francis interviews two key members of Fiducient Advisors’ leadership team,

Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis
March 23, 2021

As a nonprofit organization, you don’t want to spend too much of your portfolio now, robbing future generations of the benefits of your mission. At the same time, you want to spend enough to have impact today.  So,

Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold
March 10, 2021

Hospitals and healthcare systems contend with a variety of challenges, and the need for effective management of their investment programs remains as important as ever. Russ Gronewold, CEO of  Bryan Health, joins Bob DiMeo and Devon Francis in this epis...

Episode 12: How Associations Manage their Investments — With Ahmed Farruk
February 25, 2021

Do you have a thorough understanding of how associations manage their investments? If not, get ready for your crash-course in all-things associations in today’s episode with DiMeo Schneider’s Ahmed Farruk! As DiMeo Schneider’s Washington, D.C.

Episode 11: How To Hire a Good Investment Consultant — With Brad Alford
February 10, 2021

When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process?  And how can you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organiz...

Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan
January 27, 2021

Charitable organizations and endowment funds are at the forefront of the ESG movement. With increased interest in this investment strategy, how might the ESG landscape evolve? In this third and final part of their ESG mini-series,