Mission + Markets

CAPTRUST
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Mission + Markets

Mission + Markets empowers endowments and foundations to pursue their mission-driven goals by exploring trends and best practices related to mission engagement, fiduciary governance, and investment management. Hosted by CAPTRUST’s Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on what’s most important—the mission.

  1. 29 OCT.

    Episode 16: Youth Ambassadors of Service

    In episode 16 of Mission + Markets, host Heather Shanahan welcomes Sonali Ratnasinghe, a junior at the University of North Carolina at Chapel Hill and the founder of Youth Ambassadors of Service (YAS). The organization teaches young people about the nonprofit sector, encouraging them to engage in community service. This passion project started during the COVID-19 pandemic and evolved into a 501(c)(3) organization. In the podcast, Sonali shares her recent experiences, including participating in the UN General Assembly and the Clinton Global Initiative, sharing valuable insights on youth involvement in nonprofit organizations.

    24 min

  2. 31 JUIL.

    Episode 15: A Fundraising Makeover

    What changed after a legal services nonprofit received a professional analysis of its fundraising efforts? In episode 15 of Mission + Markets, host Heather Shanahan welcomes Missy Hatley of Legal Aid of North Carolina and Shannon Williams of Armstrong McGuire to talk about strategic fundraising. How can organizations be more effective? How can nonprofits get board members to play to their fundraising strengths? What’s new and innovative in the world of fundraising?  And finally, could your nonprofit benefit from a thorough development assessment? Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

    31 min

  3. 17 JUIN

    Episode 14: Conducting an Auditor RFP

    One important step nonprofit leaders should consider is bringing on an auditor. Depending on the organization’s size and composition, there are different types of audits that can be conducted, with various levels of cost and complexity.   In this episode, host Heather Shanahan dives into all things audits with Certified Public Accountant Robyn Campbell. Listen as they discuss why—and how—supply and demand issues are impacting the industry, plus key questions to include when conducting an auditor request for proposal (RFP).

    23 min

  4. 17 MAI

    Mission + Markets Episode 13: Nonprofits and Cybersecurity

    It’s sad but true: Even nonprofits are not immune to ransomware attacks. These cybersecurity breaches hinder an organization’s ability to function and can create immediate damage to the nonprofit’s reputation or public standing. To better understand these risks and how to combat them, Heather Shanahan welcomes Dr. Dave Chatterjee, a cybersecurity thought leader, and Jon Meyer, CAPTRUST chief technology officer, in this episode of Mission + Markets.

    39 min

  5. 13 FÉVR.

    Fundraising Strategies in Higher Education

    This month, Heather Shanahan discusses higher education with Pete Lasher. Pete is senior vice president and higher education practice leader at Grenzebach Glier and Associates. The two discuss fundraising strategies, volunteers as donors, and honoring donor intent.   Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

    24 min

  6. 16 JANV.

    Values-Based Investing with Ethic

    This month, Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic.  Anthony explains Ethic's approach to working with endowments and foundations, highlighting the importance of understanding an organization's mission and values.   He and Heather also discuss the challenges and opportunities in the impact investing space, like: Emphasizing the importance of working with trusted advisors Focusing on education Transparency Community engagement Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

    23 min

  7. 21/11/2023

    Markets, with CAPTRUST’s Andy Marino

    In episode 10 of Mission + Markets, Heather Shanahan and Andy Marino cover the financial landscape of the past year and how it might affect nonprofits, endowments, and foundations.   The conversation examines the Federal Reserve's efforts to reduce inflation. Marino also addresses the historical association of the inverted yield curve with recessions and the recent normalization of longer-term interest rates. He recommends that nonprofits set realistic expectations and maintain a long-term perspective.   Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

    27 min

  8. 30/10/2023

    DEI in Planned Giving with GivingDocs

    In episode nine of Mission + Markets, Heather Shanahan and Jade Bristol, chief development officer at GivingDocs, discuss DEI efforts in planned giving and estate planning. GivingDocs is an online estate planning platform designed to help nonprofits improve their planned giving initiatives.  The conversation addresses diversity, equity, and inclusion (DEI) within planned giving and estate planning. Jade discusses the organization's mission to enhance planned giving efforts for nonprofits, and the history of inequity in philanthropy.   Jade and Heather emphasize the importance of authentic conversations, cultural awareness, and empathy when working with diverse donors in the realm of planned giving. Their discussion underscores the crucial mission of nonprofits to make a positive impact through thoughtful and respectful engagement with donors.  Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.

    32 min
Tout afficher (16)

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À propos

Mission + Markets empowers endowments and foundations to pursue their mission-driven goals by exploring trends and best practices related to mission engagement, fiduciary governance, and investment management. Hosted by CAPTRUST’s Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on what’s most important—the mission.

Informations

  • Création
    CAPTRUST
  • Années d’activité
    2023 - 2024
  • Épisodes
    16
  • Classification
    Tous publics
  • Copyright
    © CAPTRUST 2023
  • Site web de l’émission
    Mission + Markets

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