5 episodes

Bob DiMeo and Devon Francis of DiMeo Schneider & Associates are passionate about

helping nonprofit organizations prosper. Whether you oversee endowment, foundation

or retirement plan investments, this podcast exists to help stewards improve performance,

reduce costs, and discover strategies that enable your charitable

organization to prosper and advance its mission.

Nonprofit Investment Stewards Bob DiMeo and Devon Francis

    • Non-Profit

Bob DiMeo and Devon Francis of DiMeo Schneider & Associates are passionate about

helping nonprofit organizations prosper. Whether you oversee endowment, foundation

or retirement plan investments, this podcast exists to help stewards improve performance,

reduce costs, and discover strategies that enable your charitable

organization to prosper and advance its mission.

    Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly

    Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly

    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 , Frank Kelly, in this episode. They discuss the impact the elections could have on investors, especially … Continue reading Episode 5 – How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly →

    • 36 min
    Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning

    Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning

    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. As the chair of the Valparaiso University endowment investment committee, Bruce discusses the challenges endowment committees are dealing with … Continue reading Episode 4 – Higher Education and COVID-19: Part 2 — With Bruce Laning →

    • 35 min
    Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich

    Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich

    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 the Houston Jewish Community Foundation in today’s episode. Roberta shares what the foundation does for its … Continue reading Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich →

    • 28 min
    Episode 2 – Higher Education: Part 1 — With Donna M. Carroll

    Episode 2 – Higher Education: Part 1 — With Donna M. Carroll

    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, Bob DiMeo and Devon Francis launch a new three-part mini-series on higher education with the help of Donna M. Carroll, … Continue reading Episode 2 – Higher Education: Part 1 — With Donna M. Carroll →

    • 29 min
    Episode 1 – Welcome to the Nonprofit Investment Stewards Podcast!

    Episode 1 – Welcome to the Nonprofit Investment Stewards Podcast!

    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! In this inaugural episode of the Nonprofit Investment Stewards Podcast, get to know your hosts, Bob DiMeo and Devon Francis of DiMeo Schneider & Associates. … Continue reading Episode 1 – Welcome to the Nonprofit Investment Stewards Podcast! →

    • 37 min

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