Month: April 2021

Episode 17: 10 Habits of Effective Investment Committees

Episode 17: 10 Habits of Effective Investment Committees

An investment committee member might be doing everything right. But just one wrong move could derail an endowment or foundation from your path to success.

To help prevent this, Bob DiMeo and Devon Francis share their list of the 10 Best Investment Committee Practices in this episode. These tactics are extremely powerful and can have a significant impact on the success of your portfolio and your mission. 

You will learn:

  • Qualities that define an ideal investment committee member
  • How to maintain an unwavering focus on your nonprofit’s long-term mission
  • Tips for making your committee meetings more efficient and productive
  • Why you should always remain curious and learn new things
  • And more!

Tune in now to learn effective strategies to improve your investment committees!

Resources: Fiducient Advisors | Bob DiMeo | Devon Francis | EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments | ICreative and Flexible Management Solutions for Today’s Nonprofits

Episode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy Schiffman

Episode 16: The State of Nonprofit Fundraising and How to Remain Relevant — With Amy Schiffman

During the COVID-19 pandemic, most fundraising events have come to a standstill. For many, face-to-face interaction with donors is limited at best.

How can nonprofits adapt to and raise funds in such an environment?

To answer this, Bob DiMeo and Devon Francis welcome Amy Schiffman, president and CEO of Evolve Giving Group, to today’s podcast. They discuss how nonprofits can ensure long-term sustainability and viability by cultivating lasting relationships with donors and by working towards a common goal.

You will learn:

  • How to identify the perfect time to ask for a gift
  • Tips for effective virtual fundraising
  • Why how you invest is important to your donors
  • The real reason why people are reluctant to donate to endowment funds
  • And more!

Listen now and learn how you can improve your fundraising approach to sustain and advance your mission!

Resources: Fiducient Advisors | Bob DiMeo | Devon Francis | Amy Schiffman | Evolve Giving Group | Email Evolve

EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments | Four Smart Moves for Endowment Investment Committees | GuideStar | Charity Navigator