Episode 78 – Reflecting on Four Years of Lessons from Nonprofit Investment Stewards

What makes a nonprofit thrive? The answer lies in leadership, economics, strategy, storytelling, and more as shared by experts who’ve walked the walk.

Join Bob DiMeo and Devon Francis as they celebrate the top takeaways from their Nonprofit Investment Stewards podcast, revisiting key moments from a four-year journey that empowered nonprofits to grow, lead, and invest with purpose. 

From lessons shared by iconic investors, to strategies for effective governance, to DEI’s impact on investment decisions, this finale is packed with actionable wisdom.

You’ll hear about:

•  Strategies to help endowment and foundation portfolios succeed
• The evolving role of investment committees, providing a framework for good governance and actionable strategies to enhance decision-making
• The importance of clear storytelling and connection to engage donors effectively, including the “fundraising equation” shared in past episodes
• Insights from top nonprofit leaders and investors, highlighting innovative approaches to philanthropy and leadership
• Practical advice on incorporating DEI values into investment decisions while ensuring financial performance
• Tools and habits for fostering confident, emotionally intelligent leaders to drive organizational success
• And more!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Insights by Fiducient Advisors (Research, Blogs, Podcasts)

Episodes mentioned:

• Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate
• Episode 48 – Fundraising Strategies to Increase Donor Engagement with Brian Gawor
• Episode 25 – How Storytelling Can Benefit Your Endowment — With Park Howell
• Episode 53 – The Secret Sauce for High-Performing Nonprofit Organizations with Jeffery Perry
• Episode 65 – From $400 Million to $15 Billion: Scott Malpass’ Journey Leading Notre Dame’s Endowment & Other Lessons For Leaders
• Episode 75 – Navigating Communication in a Noisy World With Dean Brenner
• Episode 60 – How Nonprofit Leaders Can Think Long-Term To Better Manage Your Money And Your Organization With David Nierenberg
• Episode 32 – Become a Confident Leader with Dr. Karyn Gordon
• Episode 42 – Investment Considerations, DEI, Nonprofit Leadership, and More with Mellody Hobson
• Episode 17: 10 Habits of Effective Investment Committees