Episode 22: Turning Adversity into Opportunity
Mission + Markets
In episode 22 of Mission + Markets, host welcomes , 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 internal controls to embracing transparency and community, this conversation offers practical strategies for nonprofit leaders navigating risk, governance, and resilience. Want to hear more? Subscribe to for more insights...
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Episode 21: Unlocking Private Markets for Nonprofits
Mission + Markets
In this episode of Mission + Markets, sits down with CAPTRUST advisors and 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 inflation risk, and add diversification. The discussion also covers emerging trends in sectors like multifamily housing, industrial properties, and data centers. For leaders steering endowments, foundations, or large institutional portfolios,...
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Episode 20: Insurance Insights for Nonprofits
Mission + Markets
In this episode of Mission + Markets, host 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 organizations and refocus resources towards mission-driven impact. This conversation offers clarity on board governance, risk management, and the evolving role of insurance in the endowments and foundations sector. Want...
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Episode 19: Tax Reform, Endowments, and Donor Strategy
Mission + Markets
In episode 19, host is joined by , nonprofit tax attorney at Schell Bray, and , 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, Heather, Ed, and Mike unpack what’s at stake for private foundations, colleges and universities, and individual donors. From increased excise taxes and asset thresholds to the strategic appeal of donor-advised funds, this timely...
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Episode 18: Activating Volunteers
Mission + Markets
In episode 18, chats with Rose Thompson, Executive Director of , 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 the organization helps nonprofits by offering skills-based and youth volunteer opportunities. Thompson and Shanahan also discuss the perks of corporate volunteerism and how teamwork can drive meaningful change. Want to...
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Episode 17: A Capital Campaign Journey
Mission + Markets
When raising funds for a new library, do you go by the book or write a new chapter? Join host and guest , 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.
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Episode 16: Youth Ambassadors of Service
Mission + Markets
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)(3) organization. In the podcast, Sonali shares her recent experiences, including participating in the UN General Assembly and the Clinton Global Initiative, sharing valuable insights on youth...
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Episode 15: A Fundraising Makeover
Mission + Markets
What changed after a legal services nonprofit received a professional analysis of its fundraising efforts? In episode 15 of Mission + Markets, host Heather Shanahan welcomes of Legal Aid of North Carolina and of Armstrong McGuire to talk about strategic fundraising. How can organizations be more effective? How can nonprofits get board members to play to their fundraising strengths? What’s new and innovative in the world of fundraising? And finally, could your nonprofit benefit from a thorough development assessment? Subscribe to for more insights for nonprofits and...
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Episode 14: Conducting an Auditor RFP
Mission + Markets
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 Campbell. Listen as they discuss why—and how—supply and demand issues are impacting the industry, plus key questions to include when conducting an auditor request for proposal (RFP).
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Mission + Markets Episode 13: Nonprofits and Cybersecurity
Mission + Markets
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 technology officer, in this episode of Mission + Markets.
info_outlineIn 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, planned giving, and insurance.
They discuss a range of topics, including:
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fundraising strategies
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donor engagement
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investment management
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community impact
Subscribe to Mission + Markets for more insights for nonprofits and mission-focused organizations.
Under the Investment Advisers Act of 1940, this podcast is defined as an advertisement and includes an uncompensated testimonial by a CAPTRUST client. Please be advised that clients’ experiences as described in the podcast do not necessarily represent the experience of other clients.