How concerned should we be with market and economic trends? How can we improve our DEI efforts? What are opportunities and challenges should nonprofit leaders be focusing on? These are some of the pre

The NACUBO-TIAA Study of Endowments is a great benchmarking tool for college and university endowments. In this episode, Bob DiMeo and Devon Francis discuss the key findings from the latest release of

Does your nonprofits success rely heavily on memberships and attendance? If yes, then its likely that your organization faced a major downturn due to COVID-19. In this episode, Bob DiMeo and Devon F

With looming interest rate hikes, market corrections, and ongoing Russia-Ukraine conflict, its time for our first Quarterly Quick Take of 2022. In this episode, Bob DiMeo and Devon Francis speak with

There may come a time when your nonprofit experiences a large inflow of cash. For some organizations, this happens when theyre not expecting it at all! In this episode, Bob DiMeo and Devon Francis sp

Inflation, interest rates, upcoming midterm elections There are so many variables that can impact your nonprofits investment portfolio in 2022. In this episode, Bob DiMeo and Devon Francis speak wit

When youre strategic with your philanthropy and strive for efficiency within your organization, you can do more good with less money. In this episode, Bob DiMeo and Devon Francis speak with Caren Yan

Are stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy? Find the answers to these questions in this episode, as

Today, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders! The Clerics of Saint Viator is an international Roman Catholic rel

As the calendar flips to a new year, are you curious about what to expect from equity markets both in the USA and globally? In this episode, Bob DiMeo and Devon Francis are joined by David Bianco, C