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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