Mission + Markets – Details, episodes & analysis

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?

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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). 

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 

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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.  

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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. 

Heather Shanahan, CAPTRUST director of endowments and foundations, talks with LaVanda Brown and Courtney Johnson from the YWCA of Greater Charleston (YWCAGC). LaVanda has been the organization’s executive director for seven years, and Courtney is the current treasurer and incoming chair of the YWCAGC’s board.  

In the episode, LaVanda and Courtney share their experiences navigating and supporting the YWCA’s mission of eliminating racism and empowering women. The three discuss the intentional decision to have an all-female board; the steps they've taken to honor the organization’s mission; the importance of staff and board member relationships; and strategic planning. 

Subscribe to Mission + Markets for more insight 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 the second episode of Mission + Markets, Heather Shanahan, CAPTRUST director of endowments and foundations, is joined by Bob Murray, executive director of Casual Simulation. Bob has more than 30 years of experience in the nonprofit and higher education development. The two discuss donor engagement, honoring your donor’s intent, and how to keep your organization’s story relevant as technology evolves. They also cover how a newer, startup-style nonprofit can partner with established organizations for success. 

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

RESOURCES:

How Nonprofits Can Handle Major Gifts

Honoring Donor Intent | Endowment and Foundations

Welcome to the debut episode of Mission + Markets! Listen as Heather Shanahan, CAPTRUST director of endowments and foundations talks through highlights of the fifth annual Endowments and Foundations survey, completed by 169 organizations around the country, and 59 percent of respondents are private nonprofits. Heather is joined by CAPTRUST Director of Asset/Liability James Stenstrom, and Grant Verhaeghe, CAPTRUST senior director and asset/liability practice leader.  

The three discuss staggering statistics regarding diversity, equity, and inclusion, plus practical ways to improve an organization’s DEI efforts. They also consider reasons for the decline in values-based investing for endowments and foundations.  

To learn more about the survey’s findings, click here.  

Subscribe to Mission + Markets wherever you get your podcasts for more discussions on topics like board turnover, honoring your donor's intent, and trends among nonprofit sectors.  

ABOUT 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. 

 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.  

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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.