Join us for an engaging session to help nonprofit leaders navigate the complexities of fiduciary governance and donor development. This webinar will clarify the critical role of nonprofit boards, offering expert guidance on governance structures, oversight responsibilities, and key compliance considerations. With a strong foundation in governance, organizations can enhance their financial health, maintain public trust, and operate more effectively in a rapidly evolving sector.
Beyond governance, this session will delve into the power of planned giving as a tool for long-term sustainability. Participants will explore innovative approaches to donor engagement, learn how to cultivate lasting relationships with supporters, and discover ways to make the giving process more seamless and impactful. Whether you’re leading an established nonprofit or working to grow donor support, this webinar will provide valuable perspectives and practical tools to help you achieve your mission.
What will I learn?
- Key fiduciary responsibilities of nonprofit boards, including governance best practices and compliance standards.
- Effective planned giving strategies to engage donors and build long-term financial sustainability.
- Practical steps to educate donors and simplify the giving process to increase philanthropic support.
Why should I attend?
- Gain expert insights to strengthen your organization’s governance and financial health.
- Learn actionable strategies to develop a more engaged donor community and maximize planned giving opportunities.
- Ensure your nonprofit is meeting fiduciary obligations while fostering sustainable fundraising practices.
Presenters:
Heather Shanahan – Nonprofit & Financial Services Expert
Heather Shanahan brings a wealth of expertise in nonprofit leadership and financial services to her role at CAPTRUST, where she supports advisors and nonprofit clients with best practice content and strategic resources. With over two decades in the financial industry and experience as the former executive director of the Ronald McDonald House in Chapel Hill, Heather offers a unique perspective on governance, board service, and sustainable financial management for nonprofits. She holds a Bachelor of Arts from the University of North Carolina at Chapel Hill and a Certificate in Nonprofit Management from Duke University. Heather also serves on the board of the CAPTRUST Community Foundation, furthering her commitment to nonprofit impact.
Geoffrey Schock – Principal, CAPTRUST
Geoffrey Schock is a trusted advisor to business owners and nonprofit boards across the Pacific Northwest, bringing over a decade of financial industry experience to his role as Principal at CAPTRUST. Since 2009, he has helped organizations navigate financial strategies for long-term sustainability. Before becoming a financial advisor, Geoffrey pursued a career as a professional airline pilot, demonstrating his commitment to precision and strategic decision-making. He holds a Bachelor of Arts in Business Administration from Pacific Lutheran University. Outside of work, Geoffrey enjoys spending time with his family.
Ryan Colkitt – Senior Investment Analyst, CAPTRUST
Ryan Colkitt is a senior investment analyst at CAPTRUST, where he works closely with clients and advisors to develop and optimize investment strategies. He provides expert guidance on portfolio management, market trends, and fund selection, helping corporate and nonprofit clients manage liquidity and align their investment allocations with their long-term goals. With a Bachelor of Arts in Business Administration (Finance) from the University of Washington, Ryan holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA) designations. Outside of work, he enjoys skiing, mountain biking, traveling, and spending time with his family.
