Mission + Markets

Mission + Markets

Mission + Markets empowers endowments and foundations to pursue their mission-driven goals by exploring trends and best practices related to mission engagement, fiduciary governance, and investment management. Hosted by CAPTRUST’s Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on what’s most important—the mission.

Episodes

June 9, 2025 33 mins

In episode 19, host Heather Shanahan is joined by Ed Chaney, nonprofit tax attorney at Schell Bray, and Mike Vogelzang, Chief Investment Officer at CAPTRUST, to discuss the potential ripple effects of the latest tax reform proposals on the philanthropic landscape.

With the 2025 expiration of the Tax Cuts and Jobs Act (TCJA) on the horizon and a new tax bill advancing through Congress, Heather, Ed, and Mike unpack what’s at stake fo...

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In episode 18, Heather Shanahan chats with Rose Thompson, Executive Director of Activate Good, a program that connects volunteers with community service opportunities. Activate Good teams up with local and national organizations to support community service and has grown its efforts to include youth, corporate, and community initiatives. Thompson talks about how vital volunteers are and how the organization helps nonprofits by offe...

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December 10, 2024 27 mins

When raising funds for a new library, do you go by the book or write a new chapter? Join host Heather Shanahan and guest Charity Tyler, executive director or the Cedar Rapids Public Library Foundation as they take us on a capital campaign journey. What worked? What didn’t? Find out in Episode 17 of our Mission + Markets podcast.

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October 29, 2024 23 mins

In episode 16 of Mission + Markets, host Heather Shanahan welcomes Sonali Ratnasinghe, a junior at the University of North Carolina at Chapel Hill and the founder of Youth Ambassadors of Service (YAS). The organization teaches young people about the nonprofit sector, encouraging them to engage in community se...

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July 31, 2024 30 mins

What changed after a legal services nonprofit received a professional analysis of its fundraising efforts?

In episode 15 of Mission + Markets, host Heather Shanahan welcomes Missy Hatley of Legal Aid of North C

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June 17, 2024 22 mins

One important step nonprofit leaders should consider is bringing on an auditor. Depending on the organization’s size and composition, there are different types of audits that can be conducted, with various levels of cost and complexity.

 

In this episode, host Heather Shanahan dives into all...

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 It’s sad but true: Even nonprofits are not immune to ransomware attacks. These cybersecurity breaches hinder an organization’s ability to function and can create immediate damage to the nonprofit’s reputation or public standing.

To better understand these risks and how to combat them, Heath...

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February 13, 2024 24 mins

This month, Heather Shanahan discusses higher education with Pete Lasher.

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January 16, 2024 23 mins

This month, Heather Shanahan talks with Anthony Marcozzi,

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November 21, 2023 26 mins

In episode 10 of Mission + Markets

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October 30, 2023 31 mins

In episode nine of Mission + Markets

September 22, 2023 24 mins

In episode eight of Mission + Markets

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August 28, 2023 32 mins

In episode seven of Read more

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In this episode of Mission + Markets

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March 20, 2023 39 mins

In the second episode of Mission + Markets, Read more

Welcome to the debut episode of Mission + Markets! Listen as Heather Shanahan, CAPTRUST dire...


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