Long-Term Planning in a Short-Term World with Cherian Koshy

Long-term planning - right now??? If this concept seems foreign or unattainable to your nonprofit, especially with what we've gone through in the past two years, then listen up. 

Enter Cherian Koshy, Certified Fund Raising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), & AFP Master Trainer. He spent over 25 years in nonprofits, mostly as a fundraiser. Cherian is a nonprofit investment consultant and principal at Endowment Partners, an investment management firm that solely focuses on nonprofits, foundations, and endowments. 

He currently serves on the global board of the Association of Fundraising Professionals and is the Chair of the Iowa Commission on Volunteer Service (Volunteer Iowa) as well as eight other boards and commissions.

Here are some of the topics we discussed:

• The importance of investments and long term planning
• Charitable giving and emergency situations: striking the balance between urgent need and long-term solutions
• How nonprofits can deal with risk & uncertainty
• The concept of the "Ulysses Pact" to ensure foundations and fundraising staff are still around to help future generations through their emergencies.
• Common obstacles to long-term planning and ways to overcome them

Connect with Cherian:
https://twitter.com/cherian_koshy
https://www.linkedin.com/in/cheriankoshy/

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About Julia Campbell, the host of the Nonprofit Nation podcast:

Named as a top thought leader by Forbes and BizTech Magazine, Julia Campbell (she/hers) is an author, coach, and speaker on a mission to make the digital world a better place.

She wrote her book, Storytelling in the Digital Age: A Guide for Nonprofits, as a roadmap for social change agents who want to build movements using engaging digital storytelling techniques. Her second book, How to Build and Mobilize a Social Media Community for Your Nonprofit, was published in 2020 as a call-to-arms for mission-driven organizations to use the power of social media to build movements. Julia’s online courses, webinars, and talks have helped hundreds of nonprofits make the shift to digital thinking and raise more money online.

Connect with Julia on other platforms:
Instagram: www.instagram.com/juliacampbell77
Twitter: www.twitter.com/juliacsocial
LinkedIn: www.linkedin.com/in/juliacampbell
Blog: www.jcsocialmarketing.com/blog

Take Julia’s free nonprofit masterclass, ​3 Must-Have Elements of Social Media Content that Converts

Take my free masterclass: 3 Must-Have Elements of Social Media Content that Converts