Mission + Markets

Episode 25: Inside the Mind of the Charitable Bequest Donor

What motivates someone to leave a charitable gift in their will? In this episode of Mission and Markets, Heather Shanahan sits down with researcher and planned giving exp

Episode 24: Impact Investing and Mission Alignment

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 gr

Episode 23: Inside the Donor Mindset

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 charita

Episode 22: Turning Adversity into Opportunity

In episode 22 of Mission + Markets, host Heather Shanahan welcomes Dalia Wimberly, executive director of The Resiliency Collaborative, for a candid conversation about tur

Episode 21: Unlocking Private Markets for Nonprofits

In this episode of Mission + Markets, Heather Shanahan sits down with CAPTRUST advisors David Ramsour and Elliot Greenberg to unpack private markets and alternative inves

Episode 20: Insurance Insights for Nonprofits

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 faci

Episode 19: Tax Reform, Endowments, and Donor Strategy

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 t

Episode 18: Activating Volunteers

In episode 18, Heather Shanahan chats with Rose Thompson, Executive Director of Activate Good, a program that connects volunteers with community service opportunities. Ac

Episode 17: A Capital Campaign Journey

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 Ra

Episode 16: Youth Ambassadors of Service

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 Yout

Episode 15: A Fundraising Makeover

What changed after a legal services nonprofit received a professional analysis of its fundraising efforts? In episode 15 of Mission + Markets, host Heather Shanahan wel

Episode 14: Conducting an Auditor RFP

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

Mission + Markets Episode 13: Nonprofits and Cybersecurity

 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 immedia

Fundraising Strategies in Higher Education

This month, Heather Shanahan discusses higher education with Pete Lasher. Pete is senior vice president and higher education practice leader at Grenzebach Glier and Assoc

Values-Based Investing with Ethic

This month, Heather Shanahan talks with Anthony Marcozzi, associate director of relationship management at Ethic.  Anthony explains Ethic's approach to working with end

Markets, with CAPTRUST's Andy Marino

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 fo

DEI in Planned Giving with GivingDocs

In episode nine of Mission + Markets, Heather Shanahan and Jade Bristol, chief development officer at GivingDocs, discuss DEI efforts in planned giving and estate plannin

Trends in AI with Blackbaud

In episode eight of Mission + Markets, Heather Shanahan talks to Kate Averett Anderson, senior content manager at Blackbaud, about artificial intelligence (AI) technology

A Deep Dive Into Community Foundations

In episode seven of Mission + Markets, Heather Shanahan talks community foundations with CAPTRUST financial advisors Bill Altavilla and Matt Doyle, plus special guest Jim

Heather Shanahan talks tax with CPA Kristen Hoyle

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