Latest Endowments Podcast Episodes
Invest in Your People
Inspired Investing - December 14, 2023 13:00 - 19 minutesThe voluntary turnover rate for nonprofit organizations in 2023 is nearly 60% higher than the overall labor market average. What’s driving this high staff turnover? And more importantly, what can social sector leaders do about it? Note to All Readers: The information contained here reflects th...
Joining Forces: The Rise of Giving Circles
Inspired Investing - October 19, 2023 13:27 - 21 minutesThe growth of giving circles shows no signs of slowing. But what’s fueling them—and how are giving circles addressing new developments like trust-based philanthropy and giving beyond the check? Whether you're new to philanthropy or a seasoned donor, you’ll appreciate the valuable insights into ...
Values First: Aligning All Your Assets
Inspired Investing - September 14, 2023 04:00 - 24 minutesSharon Schneider is a philanthropy expert, impact investor, and social change strategist who advises some of the world’s most prominent families. Her new book, Handbook for an Integrated Life, captures a growing trend—aligning mission, vision or values with decision making across all facets of a...
How AI Can Help the Social Sector Make a Greater Impact
Inspired Investing - August 10, 2023 04:00 - 20 minutesDiscover how Generative AI can streamline operations, optimize fundraising strategies, and create compelling content for social sector organizations while also learning about the risks to privacy, accuracy, and bias. Join us as we explore the pros and cons of using AI in the social sector and ho...
Giving USA 2023: Context is Key
Inspired Investing - July 13, 2023 04:00 - 23 minutesThe Giving USA 2023 report has raised some concerns in the social sector due to headlines like “steepest drop ever”. But we think there’s more to the results than meets the eye. To dig beneath the headlines, we asked two experts to share their read and provide some much-needed context. That’s wh...
Blurring the Lines Between Business, Social Impact, and Giving to Individuals
Inspired Investing - June 08, 2023 04:00 - 23 minutesWhat do you get when you connect the dots between business and philanthropy? E4E Relief, an ingenious social enterprise that provides workforce and supply chain relief for companies and their key stakeholders. In the past five years, E4E Relief’s humanitarian solution has helped businesses serve...
When the Family Foundation Evolves
Inspired Investing - May 11, 2023 04:00 - 26 minutesIf you’ve ever wondered, “What are other foundations and donors doing?”, this is the episode for you. Derek Jernstedt’s family foundation is now on its third generation and has branched out from its original mission and structure in multiple ways. He’ll take us through the evolution and how it i...
NACUBO: A Practitioner’s View
Inspired Investing - April 13, 2023 04:00 - 25 minutesAlong with expert investment analysis, we break down the NACUBO report through the eyes of an advancement professional at a two-year college. How do the survey results resonate with her real-life experience on the ground? Note to All Readers: The information contained here reflects the ...
Dan Pallotta Revisits “Uncharitable”
Inspired Investing - March 09, 2023 05:00 - 21 minutesDan Pallotta—entrepreneur, innovator and best-selling author of “Uncharitable”— revisits his unconventional take on philanthropy. With a forthcoming documentary under the same name, Dan explores what’s changed in the decade since his 2013 TED Talk, the 16th most commented Ted Talk of all time. ...
Transition to Strength: Making the Most of a Reset
Inspired Investing - February 09, 2023 05:00 - 25 minutesBoards and leaders of organizations in flux often feel like they're under siege. But a transition can also be a chance to reimagine your trajectory. Maryellen Gleason—who frequently serves as an interim CEO—shares wisdom she's gleaned from more than two decades of leading social sector transform...
Getting “Candid” About Social Sector Data
Inspired Investing - January 19, 2023 05:00 - 20 minutesHow does uploading financial records, sharing grantmaking practices or updating a profile move the needle for nonprofits and foundations as a whole? According to Cathleen Clerkin—Senior Director of Research at Candid—the entire social sector benefits from seeing the bigger picture when everyone ...
Why Go Local with Post-Disaster Giving?
Inspired Investing - November 16, 2022 05:00 - 25 minutesIs it better to localize humanitarian relief? Ben Smilowitz, who heads the Disaster Accountability Project and its sister platform, SmartResponse.org provides compelling reasons to cut out the middleman and give directly to smaller organizations that are already on the ground. Note to All Read...
Critical Issues for Community and Small College Fiduciaries
Inspired Investing - October 20, 2022 04:13 - 23 minutesPresident and CEO Emeritus of the American Association of Community Colleges George Boggs joins Bernstein professionals to discuss shifting economic and capital markets pressures, industry trends specific to small higher ed and community colleges, and strategies for investments, operations, and ...
Can ESG and Fiduciary Duties Co-Exist?
Inspired Investing - September 28, 2022 04:00 - 28 minutesMany fiduciaries feel caught in the middle as they try to reconcile ESG investing and their duties under the law. Bernstein’s Jennifer B. Goode, J.D., Director, Wealth Strategies and Travis Allen, National Director, Purpose Driven Strategies provide a road map of the duties and how to satisfy th...
A Textbook Case of Optimizing Cash
Inspired Investing - August 10, 2022 04:00 - 20 minutesThe push-pull between higher yields and inflation has left fiduciaries befuddled when it comes to cash. Hear how one forward-leaning CFO navigated these tricky waters. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sou...
Demystifying Crypto Donations
Inspired Investing - July 13, 2022 04:00 - 17 minutesDigital assets are disrupting philanthropy. But is it a case of “if you build it, they will come”? Representatives from The Giving Block and Save the Children share their experience with accepting crypto—and what to watch for when going down this path. For more info, read our blog: https://www....
NACUBO: What Could Be Missing?
Inspired Investing - June 08, 2022 22:17 - 22 minutesHow much can we really extrapolate from this year’s NACUBO report? While the top line results offer some clues for nonprofits and the social sector, it’s essential to broaden the lens for institutions of different sizes. Note to All Readers: The information contained here reflects the views of A...
What’s Possible When You Expect More from Capital
Inspired Investing - May 18, 2022 11:00 - 28 minutesAs foundations and nonprofits broaden their exposure to alternative investments, many are also shifting towards responsible investing. What lies at the intersection? Impact investing in private equity and venture capital—a way to raise the bar in investment portfolios. Note to All Readers: The...
Cash—Not as Simple as You’d Think
Inspired Investing - April 13, 2022 10:30 - 20 minutesWith inflation rearing its head, decision-makers are under pressure to eke out as much return as possible for their organizations’ portfolios. We take a second look at cash, leaving no stone unturned in the search for value. For more resources on strategic cash management, listen to our prior ep...
To ESG or Not ESG—Answers to Your Questions
Inspired Investing - March 16, 2022 04:05 - 21 minutesESG has come under fire lately in several high-profile articles in academia and the media, prompting fiduciaries to raise concerns. Is ESG really all it’s cracked up to be? Today we separate fact from fiction when it comes to responsible investing. To learn more, explore our microsite https://w...
Giving Preview 2022: An Insider’s Look at the Landscape
Inspired Investing - February 16, 2022 13:20 - 30 minutesWhat should the giving world expect in 2022? A continuation of recent trends or some reversals? Two frontline leaders—Kristin Carlson Vogen of the Chicago Community Trust and Laura MacDonald, chair of the Giving USA Foundation—share their takes on topics like donor retention, accessing DAFs, and...
Growing Pains: How to Handle a Transformational Gift
Inspired Investing - December 15, 2021 05:01 - 16 minutesMcKenzie Scott sent shockwaves through the philanthropy world with her transformational gifts over the past two years. But what is it like to be a smaller organization on the receiving end of a game-changing donation? We talk to an expert in the field—David La Piana—on the promise and pitfalls o...
Reimagining Philanthropy: Benchmarking “How Much”
Inspired Investing - October 27, 2021 12:08 - 23 minutesAlan Davis, President of the Leonard and Sophie Davis Fund, revisits age-old “rules of thumb” around sustainable payout levels for donor-advised funds and private foundations. As chair of the Crisis Charitable Commitment, he challenges funders to step up their philanthropic efforts to meet the m...
Building Scale with Sustainable Bonds
Inspired Investing - September 22, 2021 04:21 - 22 minutesWhether its project-based green bonds, social bonds, or sustainability-linked bonds, fixed income is increasingly becoming the “go-to” for mature companies looking to fund their transition to a sustainable future. Bernstein Sustainable Credit Portfolio Manager Shawn Keegan discusses the brave ne...
Reading Between the Lines: Key Takeaways from Giving USA
Inspired Investing - August 18, 2021 11:49 - 32 minutesIn an uncommon year, American generosity proved resilient. That’s according to Laura MacDonald, chair of the Giving USA Foundation. She digs into the numbers from this year’s latest report while Bernstein’s Margaret Borrasso offers her read for fundraisers and development officers putting trends...
Nothing is Stronger Than a Community Investing in Itself
Inspired Investing - June 30, 2021 04:01 - 37 minutesAt the intersection of HBCUs and venture capital lies HBCUvc—a nonprofit dedicated to reimagining the venture capital ecosystem by expanding access to more Black and Brown investors. Jaisa Minor, Head of Partnerships at HBCUvc, joins James in conversation today with HBCUvc benefactors Brantly Fu...
Shore Up Your Board
Inspired Investing - May 19, 2021 04:20 - 19 minutesAs organizations do more to align mission, vision, and values, many are looking more closely at the “G” in “ESG”. How can you ensure your board is following best practices when it comes to governance? Senior Portfolio Manager Valerie Grant developed a proprietary metric to evaluate public compan...
Good News for Giving Trends
Inspired Investing - May 05, 2021 04:10 - 22 minutesWas 2020 as catastrophic for giving as many feared? The short answer is no. Surveying the landscape, an array of recent reports points to some surprisingly good news. While not all organizations benefited equally, the overall story was one of incredible generosity—despite the pandemic. In today’...
Apples & Oranges: Applying the NACUBO Findings to Smaller Organizations
Inspired Investing - April 21, 2021 12:04 - 22 minutesThe NACUBO Study of Endowments is considered the definitive benchmarking report for the nonprofit sector. But the average endowment size for respondents is close to $1 billion. In today’s episode, we distill the findings for small- to mid-size mission-driven organizations. Rather than wading thr...
Apples and Oranges: Applying the NACUBO Findings to Smaller Organizations
Inspired Investing - April 21, 2021 12:04 - 22 minutesThe NACUBO Study of Endowments is considered the definitive benchmarking report for the nonprofit sector. But the average endowment size for respondents is close to $1 billion. In today’s episode, we distill the findings for small- to mid-size mission-driven organizations. Rather than wading thr...
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