Tag: Storytelling

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Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

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What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk.

Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and invest with purpose. 

From lessons shared by iconic investors, to strategies for effective governance, to DEI’s impact on investment decisions, this finale is packed with actionable wisdom.

You’ll hear about:

  •  Strategies to help endowment and foundation portfolios succeed
  • The evolving role of investment committees, providing a framework for good governance and actionable strategies to enhance decision-making
  • The importance of clear storytelling and connection to engage donors effectively, including the “fundraising equation” shared in past episodes
  • Insights from top nonprofit leaders and investors, highlighting innovative approaches to philanthropy and leadership
  • Practical advice on incorporating DEI values into investment decisions while ensuring financial performance
  • Tools and habits for fostering confident, emotionally intelligent leaders to drive organizational success
  • And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

Episodes mentioned:

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Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long

Episode 26 – Endowment Investment Considerations for Today’s Market — With Brad Long

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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 endowments, such as active versus passive investing, portfolio diversification, and mission-aligned investment.

You will learn:

  • How to construct an optimal portfolio using both active and passive asset management
  • The need to diversify, especially now – and how allocation strategies can evolve over time
  • How your nonprofit can achieve mission-aligned investment objectives
  • Tips for investment committees to overcome emotions and make rational decisions
  • And more!

Tune in to learn how you can help your nonprofits prosper by making prudent investment decisions!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Nonprofit Investment Stewards, ep. 24 – The Benefits and Pitfalls of OCIO Endowment Management — With Matthew Porter

About Our Guest:

As Partner and Research Director at Fiducient Advisors, Brad Long oversees the firm’s Global Public Markets research efforts with responsibility for global equity, global fixed income, and global real assets. He is also a voting member of the firm’s Investment Committee, member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team, and Mission-Aligned Investing Committee. In 2019, Brad was named a “Rising Star” in City Wire’s annual Professional Buyer publication for his contributions in the investment manager research industry.

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Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell

Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell

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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 craft and leverage compelling stories to communicate their investment strategies, exceed their fundraising goals, optimize their mission-aligned message, and ultimately amplify their impact.

You will learn:

  • How storytelling can improve your message to your endowment stakeholders
  • The ABT (And, But, Therefore) narrative that adds meaningful context to financial data
  • How storytelling turns your nonprofit into a purpose-driven brand that resonates strongly 
  • Why stories are a crucial component of ESG investing
  • And more!

Tune in to learn how you can help your nonprofit prosper using the art of storytelling!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Park Howell on LinkedIn | Business of Story | The Business of Story Podcast | The ABT’s of Selling™ Course | Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand | The Narrative Gym for Business: Introducing the ABT Framework for Business Communication and Messaging | Nicholas Kristof’s Advice for Saving the World | How To Make Your Investment Committee More Effective

About Our Guest:

Park Howell is the founder of Business of Story, through which he has helped thousands of purpose-driven leaders master business storytelling and grow through a crystal clear vision and mission. As the world’s most industrious storyteller and a 30+ year veteran of branding, marketing and sales, Park works internationally with brand leadership, their marketers and sales teams to help them craft and tell endearingly authentic stories that sell. In addition to being an expert storytelling coach, Park also hosts the popular Business of Story podcast ranked among the top 10% of downloaded shows in the world.

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