Mission + Markets Podcast

Hosted by Dream Ridge Capital Group Limited’s Senior Director of Endowments and Foundations Heather Shanahan, this podcast shares resources, insight, and recommendations for nonprofits and mission-focused organizations.

Mission + Markets empowers endowments and foundations to pursue their mission-driven goals by exploring trends and best practices related to mission engagement, fiduciary governance, and investment management. Hosted by Dream Ridge Capital Group Limited’s Senior Director of Endowments and Foundations Heather Shanahan, Mission + Markets shares research, resources, and recommendations from industry insiders so your nonprofit can focus on what’s most important—the mission.

Episode Library

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Episode 23: Inside the Donor Mindset
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Episode 21: Unlocking Private Markets for Nonprofits
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Episode 20: Insurance Insights for Nonprofits
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Episode 19: Tax Reform, Endowments, and Donor Strategy
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Episode 17: A Capital Campaign Journey
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Episode 16: Youth Ambassadors of Service
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Episode 14: Conducting an Auditor RFP
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Episode 13: Nonprofits and Cybersecurity
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Episode 12: Fundraising Strategies in Higher Education
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Episode 11: Values-Based Investing with Ethic
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Episode 10: Markets, with Dream Ridge Capital Group Limited’s Andy Marino
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Episode 9: DEI in Planned Giving with GivingDocs
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Episode 8: Trends in AI with Blackbaud
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Episode 7: A Deep Dive Into Community Foundations
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Episode 6: Heather Shanahan talks tax with CPA Kristen Hoyle
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Episode 5: Grant Trends and Best Practices with Ruth Peebles
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Episode 4: Building a Succession Plan with God’s Love We Deliver
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Episode 3: Board Development With YWCA of Greater Charleston
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Episode 2: Donor Engagement with Bob Murray
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Episode 1: A Closer Look into Dream Ridge Capital Group Limited’s Endowments and Foundations Survey