Latest Travisallen Podcast Episodes
Learning to Be Color Brave
Inspired Investing - March 24, 2021 04:01 - 26 minutesMany organizations with a mission to support underserved populations are striving to better reflect the communities they’re meant to serve. They’re on a journey towards a more inclusive culture, and open to change. How can they address the dynamics of power and privilege to close the leadership ...
Finding the Sweet Spot for Cash
Inspired Investing - February 10, 2021 05:30 - 23 minutesHow do you keep enough cash to avoid forced selling—but not so much that it drags on returns? That’s the top question for nonprofits and foundations today. Our experts offer investment committees strategic advice for calibrating cash, one of the most overlooked parts of an organization’s portfol...
Three Donor Engagement Strategies for Year End
Inspired Investing - November 23, 2020 05:04 - 25 minutesTwo Bernstein professionals overseeing tax planning and giving strategies share the conversations that are resonating with donors this year. How is the CARES Act creating a once-in-a-lifetime giving opportunity in 2020? Why are bequests gaining traction right now? And what makes gifting apprecia...
Flipping the Script on Responsible Investing
Inspired Investing - September 30, 2020 13:58 - 24 minutesA decade ago, fiduciaries wondered, “Will considering ESG investments violate my fiduciary duty?” Today, that question has been turned on its head. Decision-makers now ask, “Will I breach my fiduciary duty by not investing responsibly?” Bernstein professionals Travis Allen and Chris Clarkson joi...
Have the Giving Strategies of Family Offices Changed?
Inspired Investing - August 12, 2020 04:00 - 24 minutesAs a tumultuous year unfolds, have the giving strategies of wealthy families changed? That’s the question Bernstein colleagues Anne Bucciarelli and Heather George wrote about in the latest issue of Trust & Estates magazine. In their article “Philanthropy in a Pandemic” they reveal five key theme...
A Playbook for Virtual Branding
Inspired Investing - July 08, 2020 04:01 - 22 minutesThe pandemic is prompting many mission-driven organizations to step up their online game. Most already have a web site. But far fewer have fundamentally changed the way they operate and build their brand in this increasingly online world. That must change. Nonprofits offer a vital pathway to act...
Learning from Front Line Leaders
Inspired Investing - June 17, 2020 04:01 - 19 minutesMany nonprofits feel under siege and don't know where to turn. Who better to offer advice than peers from other local, national, and global nonprofit organizations? Here are the best ideas gleaned from our Looking Forward, Giving Back webinar series—which featured proven leaders from both the so...
Supplier Diversity: The “Will and the Skill”
Inspired Investing - May 11, 2020 20:49 - 30 minutesThe pandemic’s burden is falling disproportionately on vulnerable populations. At the same time, many are grappling with ways to keep local businesses afloat. Could the power of collective action—channeling the nonprofits community’s tremendous purchasing power—serve as a strategic solution to b...
Supplier Diversity: The “Will and the Skill”
Inspired Investing - May 11, 2020 20:49 - 30 minutesThe pandemic’s burden is falling disproportionately on vulnerable populations. At the same time, many are grappling with ways to keep local businesses afloat. Could the power of collective action—channeling the nonprofits community’s tremendous purchasing power—serve as a strategic solution to b...
A Funder's Game Plan for Crisis and Beyond
Inspired Investing - April 08, 2020 04:01 - 29 minutesWith the world of philanthropy turned upside down, Henry Berman, CEO of Exponent Philanthropy, suggests creative ways lean funders can shine. He joins Clare Golla to discuss peer-to-peer learning, fast-tracking funding, and whether now is the time to spend more. For further insights, visit Fulfi...
A Nonprofit's Game Plan for Crisis and Beyond
Inspired Investing - March 25, 2020 18:04 - 26 minutesThis new decade is bringing great uncertainty for nonprofits and foundations. Whether it’s the expectation for lower investment returns, a potential decline in giving from individuals, or the COVID-19 crisis, which is increasing the likelihood of a recession, how can nonprofits navigate these mo...
Investment Envrionments and Illiquid Alternatives
Inspired Investing - February 05, 2020 17:00 - 25 minutesHow can you enhance your strategic asset allocation to navigate the return environment ahead? One solution: Alternatives. Clare speaks with Janette Burke, partner at Cordia Partners and Alex Chaloff, Bernstein's Head of Alternative Asset Strategies, about the investment landscape, asset allocati...
Investment Environments and Illiquid Alternatives
Inspired Investing - February 05, 2020 17:00 - 25 minutesHow can you enhance your strategic asset allocation to navigate the return environment ahead? One solution: Alternatives. Clare speaks with Janette Burke, partner at Cordia Partners and Alex Chaloff, Bernstein's Head of Alternative Asset Strategies, about the investment landscape, asset allocati...
Stemming the Tide of Hate and Gun Violence?
Inspired Investing - January 07, 2020 17:00 - 25 minutesEach day in America, there are 28 hate crimes perpetrated with a gun. How can we change the narrative to positivity and hope? Jonathan Greenblatt, from the Anti-Defamation League, and Marlon Chamberlain, of Readi Chicago, join moderator Dan Protess, from WTTW offer solutions. Note to All Reade...
How Can Your Nonprofit Attract More Capital?
Inspired Investing - November 26, 2019 05:00 - 22 minutesA few charitable organizations raised more money last year, but most have seen a fall-off. Clare talks with CCS Fundraising's Greg Hagin to understand how these select few are attracting that capital. To read more about the issues facing nonprofits, click bit.ly/efblogs. | Note to All Readers: T...
The Megaphone Effect
Inspired Investing - October 15, 2019 04:00 - 20 minutesActivist investing gets a lot of attention because it tends to play out in the media, but a subtler approach is often more successful. Shareholder engagement represents a fundamental part of being an active owner and can lead to lasting improvements in corporate behavior. Oftentimes patience and...
Financial Tips for Faith-Based Organizations
Inspired Investing - September 24, 2019 04:00 - 22 minutesShifts in generational demographics, declines in religious affiliation, and changes to tax laws are driving declines in giving, while the cost to maintain real estate are often outpacing those donation dollars. In this episode Clare Golla and members of the Council of Church Advisors, Fran Brown...
How Nonprofits Can Use Technology to Enhance Giving
Inspired Investing - September 10, 2019 04:00 - 15 minutesWhether you’re a nonprofit raising funds to support your mission, or you’re a funder providing philanthropic support, disruption is afoot! In this episode, Clare provides highlights from a recent event featuring GiveMN's, Jake Blumberg, and Andrew Dayton, founder and CEO of Constellation Fund,o...
Climate Strategies Are Heating Up
Inspired Investing - August 27, 2019 04:00 - 25 minutesDo you feel passionate about protecting the environment? Investors can be part of the solution by helping to stave off looming climate risks. For more on climate-proofing your portfolio, read our post, http://bit.ly/climate-proofing-equity-portfolio Note to All Readers: The information prese...
Retirement crisis for nonprofit employees?
Inspired Investing - July 23, 2019 04:00 - 25 minutesEmployees who serve their organizations’ mission are falling behind on securing their own long-term financial wellbeing. How can nonprofits help? This podcast was recorded at an event hosted by Bernstein and the Back Office Cooperative for nonprofit board and committee members. To learn more, re...
Special Edition: Should You Join a Nonprofit Board?
Inspired Investing - July 16, 2019 04:00 - 22 minutesThere’s nothing more fulfilling than rolling up your sleeves for a cause that inspires you. But what if you’re asked to take your volunteering to the next level? Here’s what to ask before joining a nonprofit board. http://bit.ly/beforeyouleapnonprofit Note to All Readers: The information contai...
Pursuing Responsible Returns
Inspired Investing - May 21, 2019 04:00 - 10 minutesNot long ago, investors assumed that responsible investing meant settling for lower returns. Today we know you can seek purpose and profits using a wide range of approaches. Here’s how to invest through a responsible lens. http://bit.ly/PurposeinaPortfolio Note to All Readers: The informatio...
Building Purpose in Your Portfolio
Inspired Investing - May 14, 2019 04:00 - 9 minutesAccess to safe drinking water. Improving nutrition for poor children. Encouraging diversity in the boardroom. These are values that many of us can support. Now there’s a way to ensure your investments reflect them. http://bit.ly/2W0JODS Note to All Readers: The information contained here ref...
Forming a Successful Social Enterprise
Inspired Investing - May 07, 2019 04:00 - 17 minutesUncertain policy and expectations for lower market returns are forcing nonprofits to think about alternative resources to support their missions. Building a social enterprise can be just the answer. On this episode, The Resurrection Project’s COO, Julian Posada, walks through the keys to their s...
Investment Committee Ins & Outs
Inspired Investing - February 19, 2019 05:00 - 21 minutesHow can you establish an effective investment committee? On this podcast we talk with two committee members who are a model of success. For more, check out our blog, Is Your Investment Committee in Shape? http://bit.ly/2GWWsfh where we highlight the top five best practices for a successful commi...
There’s More to Risk Than Market Volatility
Inspired Investing - December 25, 2018 05:00 - 13 minutesDon’t have a knee-jerk reaction to extreme market moves. While most nonprofits are concerned about investment risk, There’s More to Risk Than Market Volatility http://bit.ly/riskvolatility. What other risks should fiduciaries consider to ensure they sustain their long-term mission? Note to Al...
Leveraging the Impact of your Charitable Gifts
Inspired Investing - November 20, 2018 05:00 - 21 minutesSupporting charitable missions that are personally meaningful is important for many individuals. But being philanthropic means more than choosing which charities to endorse and how much to give; structuring gifts that provide the highest benefit to you and the charity is important too. In this p...
Who’s Giving and Where?
Inspired Investing - October 09, 2018 04:00 - 18 minutesTrends in giving change over time depending on the issue of the day. Today, financial sustainability is sought by organizations who are looking at social enterprises and collaboration to broaden impact. Check out our blog post here: http://bit.ly/GivingBlog Note to All Readers: The informati...
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