Monthly Archives: January 2022

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Episode 36 – Amplify Your Impact Through Strategic Philanthropy with Caren Yanis



When you’re strategic with your philanthropy and strive for efficiency within your organization, you can do more good with less money.

In this episode, Bob DiMeo and Devon Francis speak with Caren Yanis, principal at Croland Consulting, LLC, and a philanthropic advisor to families and businesses. Caren shares actionable insights and best practices for today’s nonprofits, family foundations, and endowments.

You will learn:

  • Current opportunities and challenges for philanthropists and charitable organizations
  • How to ensure strong governance, even when there are few rules to hold boards accountable
  • How to align your organization’s philanthropic practices with your values
  • Key points that every investment committee should keep in mind
  • And more!

Tune in to learn how you can amplify your impact through strategic philanthropy!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | 2022 Return Expectations Webinar | Caren Croland Yanis on LinkedIn | Oprah Winfrey Charitable Foundation | Poetry Foundation | Global Impact Investing Network (GIIN) | Foundation Financial Officers Group (FFOG) | Episode 22 – Achieving Your Charitable Mission Through Private Foundat ions — With Adam Newell | Fiducient Capital Market Assumptions 

About Our Guest:

Caren Croland Yanis is the principal of Croland Consulting, a philanthropic consulting firm focused on helping high-net-worth families give well. As executive director of the Oprah Winfrey Foundations in the 2000s, Ms. Yanis helped Ms. Winfrey build her public and private philanthropy and went on to become president of Crown Family Philanthropies in Chicago. She is a board member of the Lilly Family School of Philanthropy at Indiana University, a member of the Women’s Philanthropy Institute, a member of the Illinois Attorney General’s Charitable Advisory Council, and a board member of Friends of the Children.


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Episode 35 – The Current Investment Environment: Where Do We Stand? Where Are We Headed? with Matt Rice



Are stocks overpriced and about to tank? How will rising inflation impact your portfolio? How might the pandemic continue to impact the economy?

Find the answers to these questions in this episode, as Bob DiMeo and Devon Francis interview Matt Rice, Chief Investment Officer at Fiducient Advisors. They discuss key market trends from 2021 (stocks, bonds, and alternative investments) and what you can expect in 2022 and beyond.

You will learn:

  • The major asset classes that outperformed and what might to expect now
  • The outlook for all asset classes, considering rising inflation and the pandemic
  • Striving for better risk-adjusted investment return during uncertain times
  • The importance of diversification and long-term planning
  • And more!

Tune in to hear Matt Rice’s expert insights on the current investment environment!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Matthew Rice

About Our Guest:

Matt joined Fiducient Advisors in 2001. As Fiducient Advisors’ Chief Investment Officer, Matt leads the firm’s investment strategy and research efforts. He also advises a number of the firm’s nonprofit and corporate clients. Matt is a member of the firm’s Executive Committee, Research Forum, Investment Committee, Discretionary Committee and Capital Markets Committee. Matt has co-authored two books, including Nonprofit Asset Management (John Wiley & Sons), which was published in 2012 and The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), published in 2005. Matt is a CFA® charterholder and member of the CFA Society Chicago and a Chartered Alternative Investment Analyst (CAIA®). Matt received a BA in Economics from Northwestern University, where he also played on the 1995 and 1996 Big Ten championship football teams. Matt now leads an easier lifestyle chasing after his two young children.


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Episode 34 – Investment Insights From a Global Religious Congregation with Jim Thomas



Today, we have Jim Thomas, the CFO of the Clerics of Saint Viator, share timely investment insights for nonprofit investment leaders!

The Clerics of Saint Viator is an international Roman Catholic religious congregation.

In this episode, Bob DiMeo and Devon Francis interview Jim about his experience in managing finances for a religious order. They also dive into several best practices for effective investment portfolio management that are relevant in today’s complex financial landscape.

You will learn:

  • The concept of perpetuity and how to prepare your portfolio for long-term success
  • How to rebalance your portfolio and ensure consistent asset allocation
  • Ways to ensure a more accurate screening of your portfolio for mission-aligned investing
  • Reasons to maintain a continuous dialogue with your organization’s stakeholders
  • And more!

Tune in to discover investment best practices that can help you emulate the success of the Clerics of Saint Viator!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | The Clerics of Saint Viator

About Our Guest:

Jim Thomas is CFO of the Clerics of St. Viator, an international Roman Catholic religious congregation headquartered just outside of Chicago. The Order has a vast footprint with numerous churches and schools throughout Illinois, other parts of the U.S., South America and beyond. Jim holds an MBA from Northwestern and  degrees in Mechanical Engineering from Purdue University. Prior to joining the order, Jim served in numerous roles in the for-profit world including being COO of an aerospace/defense company, president of a consumer products company and a change agent at other organizations.