39 min listen
A Deep Dive Into Community Foundations
ratings:
Length:
33 minutes
Released:
Aug 28, 2023
Format:
Podcast episode
Description
In 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: fundraising strategies donor engagement investment management 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.
Released:
Aug 28, 2023
Format:
Podcast episode
Titles in the series (11)
Donor Engagement with Bob Murray: In the second episode of Mission + Markets, , CAPTRUST director of endowments and foundations, is joined by Bob Murray, executive director of . Bob has more than 30 years of experience in the nonprofit and higher education development. The two discuss... by Mission + Markets