Episode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis Morrone

Episode 18: How Nonprofit Leaders Can Overcome Today’s Challenges – With Dennis Morrone

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 …

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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 …

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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. …

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Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo

Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo

DiMeo Schneider was founded in 1995 and one year ago, combined with Fiduciary Investment Advisors to form one of the largest RIAs in the U.S.  In this episode, Devon Francis interviews two key members of Fiducient Advisors’ leadership team, Bob DiMeo and Michael Goss. Join them as they reveal the reasons behind rebranding, what changes …

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Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis

Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis

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 …

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Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold

Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold

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 …

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Episode 12: How Associations Manage their Investments — With Ahmed Farruk

Episode 12: How Associations Manage their Investments — With Ahmed Farruk

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 …

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Episode 11: How To Hire a Good Investment Consultant — With Brad Alford

Episode 11: How To Hire a Good Investment Consultant — With Brad Alford

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 …

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Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan

Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan

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 …

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Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice

Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt Rice

With a new year and a new environment, now is the perfect time to examine your endowment or foundation’s investment strategy and asset allocation so that you can adapt to ever-changing market conditions! To help you do this, Bob DiMeo and Devon Francis join Matt Rice, the chief investment officer at DiMeo Schneider & Associates, …

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