By CAPTRUST
4.9
1717 ratings
The podcast currently has 15 episodes available.
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.
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).
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.
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.
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:
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
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.
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.
In episode eight of Mission + Markets, Heather Shanahan talks to Kate Averett Anderson, senior content manager at Blackbaud, about artificial intelligence (AI) technology trends and their potential uses in nonprofit organizations. The discussion covers:
Nonprofit AI applications, including donor communication and grant writing
Donor prospecting and revenue optimization with AI
AI as a tool to enhance—not replace--human efforts
Trustworthy AI principles for responsible usage
Protecting donor privacy and maintaining transparency
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.
In episode seven of Mission + Markets, Heather Shanahan talks community foundations with CAPTRUST financial advisors Bill Altavilla and Matt Doyle, plus special guest Jim McCallum. Jim is the advisor to the Chief Financial Officer for the Sacramento Region Community Foundation, having previously served as CFO since 2005. He has an extensive background in estate planning, tax, securities, planned giving, and insurance.
They discuss a range of topics, including:
fundraising strategies
donor engagement
investment management
community impact
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.
In this episode of Mission + Markets, Heather Shanahan talks with Kristen Hoyle, CPA and audit partner at Thomas, Judy & Tucker P.A. Kristen’s work focuses on supporting nonprofit organizations with tax-related services.
Heather and Kristen cover an array of topics, including:
Varying tax statuses of nonprofits, foundations, and endowments
When your organization needs an audit
How to properly prepare a 990
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
The podcast currently has 15 episodes available.