Nonprofits seek to attract, retain and reward great people – an attractive retirement plan is part of the solve. In this episode, Bob DiMeo and Devon Francis speak with Vin Smith, partner and practice leader of the nonprofit defined contribution practice at Fiducient Advisors. They help nonprofit leaders better design their 403(b) plans, create efficient …
If you’re looking for investment strategies that help your nonprofit stay relevant in today’s ever-changing markets, then this episode is for you. In this show, Bob DiMeo and Devon Francis speak with Brad Long, CFA, partner and research director at Fiducient Advisors, who oversees the firm’s global public markets. They discuss crucial investment considerations for …
Oftentimes, the best way to communicate your nonprofit’s core values and mission to your audience is through storytelling. In this episode, Bob DiMeo and Devon Francis are joined by Park Howell, founder of Business of Story, brand storytelling strategist, and international keynote speaker. As the world’s most industrious storyteller, Park discusses how charitable organizations can …
With limited resources and staff, it can be difficult for investment committees to focus on both endowment management and the advancement of the organization’s mission. This circumstance has compelled many nonprofits to consider the Outsourced Chief Investment Officer (OCIO) model. In this episode, Bob DiMeo and Devon Francis are joined by Matt Porter, managing partner …
Amidst financial planning and endowment management, it’s common for institutions to underestimate the impact that operations can have in sustaining a nonprofit. In this episode, Bob DiMeo and Devon Francis are joined by Jeff Bethke, managing partner at Ingenuity Advising, to help your nonprofit optimize both financial and operational planning. Jeff draws from his experience …
For high-net-worth families who are charitably inclined, private foundations are a great way to make an impact while maintaining control over your investments. In this episode, Bob DiMeo and Devon Francis speak with Adam Newell, partner at Fiducient Advisors and director of consulting at The Wealth Office®. Adam helps charitable foundations overcome common challenges, shares …
In this episode, Bob DiMeo and Devon Francis talk to Jeffrey Shields, president and CEO at National Business Officers Association (NBOA). Jeff shares insights into the challenges independent schools face including enrollment and optimizing their endowment funds. You will learn: Ways to contend with major financial challenges faced by independent schools The impact of tuition …
Regularly assessing the impact of your nonprofit’s initiatives and even its mission is more important than ever to all stakeholders including your donors. In this episode, Bob DiMeo and Devon Francis speak with Annie Duflo, executive director at Innovations for Poverty Action. Together, they explore the steps involved in using effective data that fits your …
It is projected that by the year 2025, more than 50% of the population will be aged 65 and older. Leadership at senior living communities must keep up and adapt to changes in the industry to be financially prepared for the future of senior living. In this episode, Bob DiMeo and Devon Francis sit down …
Managing liquidity, identifying suitable governance policies, and building the right investment committee are just a few of the challenges that nonprofits face on a regular basis. How can you navigate these challenges with greater ease? Find out in this episode, as Bob DiMeo and Devon Francis talk with Dennis Morrone, managing partner of Grant Thornton …