Nonprofit Investment Stewards

Nonprofit Investment Stewards

Bob DiMeo and Devon Francis of Fiducient Advisors are passionate about helping nonprofit organizations prosper. Whether you oversee endowment, foundation or retirement plan investments, this podcast exists to help stewards improve performance, reduce costs, and discover strategies that enable your charitable organization to prosper and advance its mission.

Episodes

September 8, 2021 28 min
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 … Continue reading Episode 27 – 403(b) Retirement Plans Optimized for Nonprof...
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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 … Continue reading Episode 26 – Endowment Investment Considerations ...
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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 … Continue reading Episode 25 – How Storytelling Ca...
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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 … Continue reading Episode 24 – The Benefits and Pitfalls of OC...
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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 … Continue reading Episode 23 – Endowment Management and O...
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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 … Continue reading Episode 22 – Achieving Your Charitable...
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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 … Continue reading Episode 21 – How Independent Schools ...
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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 … Continue reading Episode 20 – How To Use Data and Rigorous Evaluation to H...
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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 … Continue reading Episode 19 – Senior Living Communities and Their Unique Financial Considerations – with David Bordonaro →
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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 … Continue reading Episode 18: How Nonprofit Leaders Can Overcome Today’s Challe...
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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 … Continue reading Episode 17: 10 Habits of Effective Investment Committees →
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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. … Continue reading Episode 16: The State of Nonprofit Fundraising and How to Remain Releva...
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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 … Continue reading Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Up...
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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 … Continue reading Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis →
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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 … Continue reading Episode 13: Effective Investment Strategies f...
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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 … Continue reading Episode 12: How Associations Manage their ...
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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 … Continue reading Episode 11: How To Hire a Good Investment Consultant — With Brad Alford →
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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 … Continue reading Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin ...
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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, … Continue reading Episode 9: 2021 Investment Outlook for Endowments & Foundations — with Matt R...
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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 … Continue reading Episode 8: ESG Investing for Stewards: Part 2 — with Charles Kuc...
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