As a nonprofit organization, you don’t want to spend too much of your portfolio now, robbing future generations of the benefits of your mission. At the same time, you want to spend enough to have impact today. 

So, how can you find a spending policy that will provide a good balance between the two?

Find out in this episode, as Devon Francis joins Bob DiMeo to share her extensive knowledge on the ins and outs of spending policy. Devon highlights the importance of meaningful spending policies and breaks down ways you can determine the right policy for your charitable organization’s endowment or foundation portfolio. 

In this episode, you will learn:

• Why nonprofits need a spending policy
• Different types of spending policies and their benefits and drawbacks
• How COVID-19 is altering nonprofit spending
• How to find the right policy for your organization
• And more!

Tune in now to learn the ins and outs of spending policies and how they can strengthen your charitable organization!

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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Hospitals and healthcare systems contend with a variety of challenges, and the need for effective management of their investment programs remains as important as ever.

Russ Gronewold, CEO of  Bryan Health, joins Bob DiMeo and Devon Francis in this episode to share insight and expertise. Together, they discuss important methods to help investment committees effectively manage a variety of investment pools, ranging from board-designated reserve funds to employee retirement plans.

In this episode, you will learn:

• Tips on managing short- and long-term investment portfolios
• The use of alternative and passive investments in hospital portfolios
• How to incorporate enterprise risk into your investment strategy
• Liability based pension investing
• And more!

Tune in now to gain meaningful insight into investment strategies used by healthcare systems!

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Russ Gronewold | Bryan Health | EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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Do you have a thorough understanding of how associations manage their investments?

If not, get ready for your crash-course in all-things associations in today’s episode with DiMeo Schneider’s Ahmed Farruk!

As DiMeo Schneider’s Washington, D.C. regional director and as a senior consultant, Ahmed has years of experience in working with associations and helping them further their missions. Today, he shares his expertise and knowledge on everything you need to know about associations and their investing practices! 

In this episode, you will learn:

• The different types of Associations and their investment pools
• 4 ways associations generate revenue
• Key differentiators between associations and traditional endowments and foundations
• How the pandemic has impacted budgets and investments
• And more!

Join us today to learn about associations and how they manage their investments! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Ahmed Farruk | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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When the time comes for your endowment or foundation to hire a new investment consultant, how should you go about the process? 

And how can you stack the odds in your favor to hire an investment consultant who is well-suited for your charitable organization and its mission? 

Find out in this episode, as Bob DiMeo and Devon Francis chat with Alpha Capital Management founder, Brad Alford. Brad shares his expertise and exclusive insight on how he helps nonprofit leaders find the best investment consultant

In this episode, you will learn:

• Why nonprofit investment committees make use of search firms
• The primary value endowments and foundations receive from search firms
• How to find the right investment advisor for your nonprofit
• How the OCIO indices benefit nonprofit investors
• And more!

Listen now to discover tips for finding the right investment consultant for your nonprofit! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Alpha Capital Management | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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Charitable organizations and endowment funds are at the forefront of the ESG movement.

With increased interest in this investment strategy, how might the ESG landscape evolve?

In this third and final part of their ESG mini-series, Bob DiMeo and Devon Francis join BlackRock director Kaitlin Bergan to explore this and more. Kaitlin shares her experience with sustainable investing solutions across asset classes and reveals the trends she sees in mission aligned investing, both today and in the years to come.

In this episode, you will learn:

• Challenges endowments can face when implementing ESG investing strategies
• The difference between exclusionary and inclusionary strategies
• How the U.S. compares to other parts of the world with sustainable investing 
• The importance of shareholder engagement in mission aligned investing
• And more!

Tune in today to learn about the forces bringing ESG investing to the forefront of nonprofit and endowment investing!

Resources: ESG Investing for Stewards: Part 1 | ESG Investing for Stewards: Part 2 | DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Kaitlin Bergan | BlackRock | FREE GUIDE: 6 Tips to Managing Nonprofit Investments 

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Get ready to explore a new, unique approach to ESG investing for religious institutions!

In part two of their ESG mini-series, Bob DiMeo and Devon Francis join Charles Kuchenbrod, the executive associate conference minister at the Southern New England Conference of the United Church of Christ. 

Charles shares his unique approach to ESG investing and the benefits it brings to the church. He also reveals how consolidated trust funds could serve your nonprofit’s investment program.

In this episode, you will learn:

• About consolidated trust funds and their purpose
• The structure of Charles’s investment committee 
• Common concerns about ESG investing for religious institutions
• How fund participants and churches reacted to the use of ESG investing
• And more!

Join Bob, Devon, and Charles now to discover a new ESG investing approach that could benefit your organization and its mission!

Resources: ESG Investing for Stewards: Part 1 | DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Southern New England Conference United Church of Christ | Connect with Charlie Kuchenbrod on Linkedin | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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In this episode, we kick off a new mini-series on a topic that is near and dear to many endowment and foundation stewards, ESG investing! 

Join Bob DiMeo, Devon Francis, and DiMeo Schneider’s Shreya Canakapalli as they launch the series with a discussion on Environmental, Social and Governance investing including strategies on how your charitable organization can use ESG to  help advance your mission. 

In this episode, you will learn:

• The evolution of ESG and SRI investing
• Trends and issues investment committees should consider
• How to implement ESG investing within an endowment portfolio
• The challenges of implementing an ESG strategy
• And more!

Join us now to learn about the basics of ESG investing and how it could serve you and your foundation! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Connect with Shreya on LinkedIn | Episode 5: How the 2020 Elections Could Impact Nonprofit Investors — with Frank Kelly| FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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As a steward, how can you effectively manage your endowment fund and avoid common issues that can arise during the process?

Find out in this third and final part of our higher education mini-series! 

In this episode, Bob DiMeo and Devon Francis welcome lawyer Michael Cooney, an expert in higher education and a Nixon Peabody partner. They discuss the implications and issues stewards should avoid when managing university endowments, especially in today’s climate.

In this episode, you will learn:

• The state of endowment funds during the COVID-19 pandemic
• What nonprofit stewards should consider when increasing draws from asset pools 
• Whether you should borrow or launch a capital campaign during the pandemic
• What separates a good investment committee from a disjointed one 
• And more!

Tune in now to discover how you can optimize the way you manage your endowment funds! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Michael Conney – Email | Nixon Peabody |  Higher Education: Part 1 | Higher Education and COVID-19: Part 2 | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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With the 2020 Elections mostly over, what do investors, nonprofits, and charitable organizations need to consider in managing their portfolios? 

To explore the answer, join Bob DiMeo, Devon Francis, and Deutsche Bank’s Head of Global & Public Affairs , Frank Kelly, in this episode. They discuss the impact the elections could have on investors, especially those in the nonprofit sector.

In this episode, you will learn:

• What the election results mean for the economy and nonprofits
• How stocks and  bonds might react an a potential silver lining 
• Answers to common questions about the future of the nonprofit world
• The impact of the election on nonprofits and their endowment investments 
• And more!

Tune in now to learn what you should consider when investing in this post-election environment!

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | DWS America | Kevin Sheehan | Frank Kelly | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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Managing endowments at higher education institutions regularly includes uncertainty and challenges. 

Now this seems more true than ever.

In part two of their mini-series on higher education, Bob DiMeo and Devon Francis join Wealthspire’s Bruce Laning. As the chair of the Valparaiso University endowment investment committee, Bruce discusses the challenges endowment committees are dealing with in today’s environment and how they plan to overcome them.

In this episode, you will learn:

• How Valparaiso’s endowment portfolio has evolved over the years
• Views on active and passive endowment management
• What makes for a good investment committee 
• How Bruce helps committee members stay aligned with long-term goals 
• And more!

Listen now to learn about endowment committees and the challenges they’re facing in the current environment! 

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Bruce Laning | Valparaiso University Endowment | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

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