Mission + Markets – Details, episodes & analysis

In this episode of Mission + Markets, Heather Shanahan sits down with CAPTRUST advisors David Ramsour and Elliot Greenberg to unpack private markets and alternative investments—and what they mean for nonprofit portfolios.

Together, they break down strategies such as private equity, private credit, real estate, and hedge funds, focusing on how these approaches can enhance returns, manage inflation risk, and add diversification. The discussion also covers emerging trends in sectors like multifamily housing, industrial properties, and data centers. For leaders steering endowments, foundations, or large institutional portfolios, this episode delivers practical strategies to strengthen investment resilience and capture long-term opportunities in private markets.

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In this episode of Mission + Markets, host Heather Shanahan welcomes Peter Persuitti, global managing director at Gallagher, for a deep dive into the insurance needs facing nonprofits.

From navigating complex coverage and fiduciary responsibilities to exploring the power of pooling and alternative risk financing, Peter shares strategies and trends that can help nonprofit leaders protect their organizations and refocus resources towards mission-driven impact. This conversation offers clarity on board governance, risk management, and the evolving role of insurance in the endowments and foundations sector.

Want to hear more? 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:

• 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.  

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. 

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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.  

In this episode of Mission + Markets, Heather Shanahan talks with Ruth Peebles, president and founder of nonprofit consulting firm The INS Group. The two discuss best practices and trends for grants, including:  

• Measuring impact when writing a grant  

• Setting guidelines on grant reporting 

• Telling your organization's story 

Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.  

This month, Heather Shanahan sits down with Karen Pearl and David Ludwigson of God's Love We Deliver (GLWD). GLWD is a nonprofit organization based in New York City that provides medically tailored meals, plus nutrition counseling, to individuals living with severe and chronic illnesses. Founded in 1985, GLWD delivers these meals free of charge to clients' homes throughout the five boroughs of New York City and parts of New Jersey.  

Karen shares her experience as CEO and discusses her decision to retire, with practical advice for other nonprofit leaders to engage board members in succession planning. David, GLWD's current CEO, discusses the transition process and how it set him up for success. Listen to what they learned about board involvement, organization-wide transparency, and how to achieve a (mostly) peaceful transition.  

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.