Mission + Markets

In this episode of Mission and Markets , host Heather Shanahan is joined by CAPTRUST Advisor James Ross and Spectrum Impact Founder and CEO Rehana Nathoo to explore the growing role of impact and place-based investing for nonprofits. They discuss how endowments and foundations can align more of their assets with their mission while balancing financial returns, governance responsibilities, and long...

In this episode of Mission + Markets , host Heather Shanahan is joined by CAPTRUST Wealth Advisor Spencer Brown to explore how individual donors are thinking about charitable giving—and what that means for nonprofits navigating today's fundraising pressures. Drawing on insights from an advisor survey, they discuss common giving vehicles, evolving tax considerations, and the motivations that drive...

In episode 22 of Mission + Markets , host Heather Shanahan welcomes Dalia Wimberly , executive director of The Resiliency Collaborative, for a candid conversation about turning a hardship into strength. Dalia shares the organization's journey through a financial crisis, the bold steps taken to rebuild trust, and the cultural and structural changes that strengthened its foundation. From tightening...

In this episode of Mission + Markets , Heather Shanahan sits down with CAPTRUST advisors David Ramsour and Elliot Greenberg to unpack private markets and alternative investments—and what they mean for nonprofit portfolios.   Together, they break down strategies such as private equity, private credit, real estate, and hedge funds, focusing on how these approaches can enhance returns, manage inflati...

In this episode of Mission + Markets , host Heather Shanahan welcomes Peter Persuitti, global managing director at Gallagher, for a deep dive into the insurance needs facing nonprofits. From navigating complex coverage and fiduciary responsibilities to exploring the power of pooling and alternative risk financing, Peter shares strategies and trends that can help nonprofit leaders protect their org...

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, Heathe...

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 th...

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.

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 service. This passion project started during the COVID-19 pandemic and evolved into a 501(c)...

What changed after a legal services nonprofit received a professional analysis of its fundraising efforts? In episode 1 5 of Mission + Markets, host Heather Shanahan welcomes Missy Hatley of Legal Aid of N orth C arolina and Shannon Williams of Armstrong McGuire to talk about strategic fundraising. How can organizations be more effective? How can nonprofits get board members to play to their fundr...

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 things audits with Certified Public Accountant Robyn Campbe l l. Listen as they discuss why—and how—supply...

  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, Heather Shanahan welcomes Dr. Dave Chatterjee, a cybersecurity thought leader, and Jon Meyer, CAPTRUST chief tec...

This month, Heather Shanahan discusses higher education with Pete Lasher. Pete is senior vice president and higher education practice leader at Grenzebach Glier and Associates. The two discuss fundraising strategies, volunteers as donors , and honoring donor intent.   Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.  

This month, Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at E thic .   Anthony explains Ethic's approach to working with endowments and foundations, highlighting the importance of understanding an organization's mission and values.   He and Heather also discuss the challenges and opportunities in the impact investing space, like: Emphasizing the impor...

In episode 10 of Mission + Markets , Heather Shanahan and Andy Marino cover the financial landscape of the past year and how it might affect nonprofits, endowments, and foundations.    The conversation examines the Federal Reserve's efforts to reduce inflation. Marino also addresses the historical association of the inverted yield curve with recessions and the recent normalization of longer-term i...

In episode nine of Mission + Markets , Heather Shanahan and Jade Bristol, chief development officer at GivingDocs , discuss DEI efforts in planned giving and estate planning. GivingDocs is an online estate planning platform designed to help nonprofits improve their planned giving initiatives.   The conversation addresses diversity, equity, and inclusion (DEI) within planned giving and estate plann...

In episode eight of Mission + Markets , Heather Shanahan talks to Kate Averett Anderson, senior content manager at Blackbaud , about artificial intelligence (AI) technology trends and their potential uses in nonprofit organizations. The discussion covers:    Nonprofit AI applications, including donor communication and grant writing   Donor prospecting and revenue optimization with AI   AI as a too...

In episode seven of Mission + Markets , Heather Shanahan talks community foundations with CAPTRUST financial advisors Bill Altavilla and Matt Doyle , plus special guest Jim McCallum . Jim is the advisor to the Chief Financial Officer for the Sacramento Region Community Foundation, having previously served as CFO since 2005. He has an extensive background in estate planning, tax, securities, planne...

In this episode of Mission + Markets , Heather Shanahan talks with Kristen Hoyle, CPA and audit partner at Thomas, Judy & Tucker P.A. Kristen's work focuses on supporting nonprofit organizations with tax-related services.    Heather and Kristen cover an array of topics, including:    Varying tax statuses of nonprofits, foundations, and endowments   When your organization needs an audit   How to pr...

In this episode of  Mission + Markets , Heather Shanahan talks with Ruth Peebles, president and founder of nonprofit consulting firm The INS Group . The two discuss best practices and trends for grants, including:    Measuring impact when writing a grant    Setting guidelines on grant reporting   T elling your organization's story   Subscribe to Mission + Markets for more insights for nonprofits a...

This month, Heather Shanahan sits down with Karen Pearl and David Ludwigson of God's Love We Deliver (GLWD). GLWD is a nonprofit organization based in New York City that provides medically tailored meals, plus nutrition counseling, to individuals living with severe and chronic illnesses. Founded in 1985, GLWD delivers these meals free of charge to clients' homes throughout the five boroughs of New...

Heather Shanahan , CAPTRUST director of endowments and foundations, talks with LaVanda Brown and Courtney Johnson from the YWCA of Greater Charleston (YWCAGC). LaVanda has been the organization's executive director for seven years, and Courtney is the current treasurer and incoming chair of the YWCAGC's board.   In the episode, LaVanda and Courtney share their experiences navigating and supporting...

In the second episode of Mission + Markets, Heather Sh a nahan , CAPTRUST director of endowments and foundations , is joined by Bob Murray, e xecutive d irector of Casual S imulation . Bob has more than 30 years of experience in the nonprofit and higher education development . The two discuss donor engagement, honoring your donor's intent, and how to keep your organization's story relevant as tech...

Welcome to the debut episode of Mission + Markets! Listen as Heather Shanahan, CAPTRUST director of endow ments and foundations t alks t hrough highlights of the fifth annual Endowments and Foundations survey , completed by 1 69 organizations around the country , and 59 percent of respondents are private nonprofits. Heather is joined by CAPTRUST Director of Asset/Liability James Stenstrom, and Gra...