Bob DiMeo and Devon Francis

Nonprofit Investment Stewards

Business EN ↓ 78 episodes

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.

Be sure to visit the podcast's website and support the creator: nonprofitinvestmentstewards.blubrry.net

Author

Bob DiMeo and Devon Francis

Episodes

Episode 3 – Community Foundations and Current Challenges — With Roberta Herman Dietrich 11.11.2020 28:31

Community foundations are essential pillars of our societies. But how has this unprecedented year impacted these organizations and the important work they do in communities? To find out, Bob DiMeo and Devon Francis visit with Roberta Herman Dietrich of the Houston Jewish Community Foundation in today’s episode. Roberta shares what the foundation does for its community and the challenges they face...

Episode 2 – Higher Education: Part 1 — With Donna M. Carroll 11.11.2020 29:03

Higher education impacts everyone from employers to students. While these institutions bring many great benefits to our societies, like many others, they are now experiencing new challenges in the face of COVID-19. In this episode, Bob DiMeo and Devon Francis launch a new three-part mini-series on higher education with the help of Donna M. Carroll, the president of Dominican University. Donna sh...

Episode 1 – Welcome to the Nonprofit Investment Stewards Podcast! 09.11.2020 37:38

Are you interested in learning about endowment, foundation and other nonprofit investments and how investment strategy can further your charitable organization’s mission? If so, you’ve come to the right place! In this inaugural episode of the Nonprofit Investment Stewards Podcast, get to know your hosts, Bob DiMeo and Devon Francis of DiMeo Schneider & Associates. Together, they share their e...