Month: August 2022

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Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

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Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later?

Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments.

In this episode, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially during times of market volatility and economic uncertainty.

You will learn:

  • How to overcome the “complacency challenge” and achieve long-term stability
  • Why major changes in your spending policies might be required
  • Better strategies for dealing with volatile markets than “timing the market”
  • The dangers of extrapolation in the endowment investing world
  • And more!

Tune in to learn how to tackle market volatility with confidence by understanding five investing paradoxes!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Three Top Financial Challenges Facing the Nonprofit Sector | Business Cycle Dating

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Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

Episode 49 – Endowment Management,Fundraising, Investing, Spending and Other Key Considerations in Higher-Ed with Dr. Jim Reynolds

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When raising funds for a new project, are you factoring in operating costs? What type of board and investment committee members do you recruit? How has spending and investing changed in 2022?

These are just some of the questions nonprofit leaders are asking today.

In this episode, Bob DiMeo and Devon Francis speak with Dr. Jim Reynolds, president at Millikin University. Having worked in higher education for over three decades, Dr. Reynolds shares his experience in advancing an organization’s mission by adapting endowment management, fundraising, and spending policies to the current environment.

You will learn:

  • Why it’s important to raise for maintenance during capital campaigns
  • The role of higher-ed institutions in bridging the income gap for its students
  • How to build well-balanced committees with diverse members
  • Steps taken by Millikin’s investment committee to improve its ESG efforts
  • And more!

Tune in to unpack key considerations for nonprofit leaders today, in higher education and beyond!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Dr. Jim Reynolds on LinkedIn | Millikin University | Webcast: Mid-Year Capital Markets and Economic Update

About Our Guest:

Dr. James Reynolds is the president of Millikin University, a Decatur-based private institution with a diverse population of about 2000 students. Millikin University consistently receives recognition as one of the nation’s best colleges and is on Princeton review’s Best in the Midwest list, Forbes America’s top colleges rankings, and others. Prior to becoming Millikin’s 16th president in 2020, Dr. Reynolds served as president of Wilmington College in Ohio, where he led the creation of a new campus-wide strategic planning process. Over his career, Dr. Reynolds’ scholarly work has been published extensively and his classroom excellence has resulted in six teacher-of-the-year awards.

 



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