The Steward Newsletter - August 2025
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We are pleased to share with you the latest edition of our Steward Newsletter, appropriately delivered just in time for August 17, National Nonprofit Day. This day was first established in recognition of the 1894 Tariff Act that granted tax exemptions to charitable organizations, marking a significant development in nonprofit history. Today, it is an opportunity to acknowledge the dedication, diligence and generosity of nonprofit leaders, staff and volunteers like you. Your collective efforts play a vital role in advancing your organization's mission and vision, contributing to positive change in communities around the
world. At Fiducient Advisors, we are committed to supporting you in those efforts by offering informed guidance, comprehensive resources and customized education as part of our investment consulting services. We hope you find this newsletter helpful as you continue to pursue your goals. Thank you for working to make a difference!
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Unlocking Impact:
Why Healthcare Foundations Need a Modern Investment Strategy
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By: Devon Francis,
CIMA®, CSRIC®
Partner, Senior Consultant
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Healthcare foundations play a critical role in addressing some of our society’s most urgent needs - from community wellness and medical innovation to health equity and access. Yet even the most mission-driven organizations
can fall short when it comes to aligning their financial strategy with long-term goals.
As an investment advisor serving mission-based institutions, Fiducient Advisors prompts our healthcare clients to... Read More >
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Corporate Foundations:
Don’t Just Pass Through When You Can Stay for the Long-term
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According to Giving USA, corporate giving is a growing piece of overall charitable giving.1 In terms of corporate dollars donated, most corporate foundations operate as pass-through entities, disbursing a portion of annual pre-tax profits to charity. Corporate giving may come in many forms (in-kind product donations, pro bono volunteering and matching gifts from employees and vendors). With the recent passing of the “One Big Beautiful Bill,” this will set a... Read More >
1Giving USA 5 Takeaways and Next Steps from the Giving USA 2024 Report, July 2, 2024
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By: Ryan Murphy
Senior Consultant
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Understanding Impact Investing
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By: Stephen Spencer, CIMA®
Principal, Senior Consultant
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Impact investing is a strategy designed to generate positive social or environmental effects in addition to financial returns. This approach appeals to nonprofit organizations seeking greater alignment between their
investment portfolio and broader charitable mission. The concept and practice of impact investing continues to evolve, gaining notable traction over the past decade. This approach is driven by growing concerns and motivation to address ongoing global challenges, such as climate change and economic inequality, through... Read More >
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What is your greatest career accomplishment so far?
One of my proudest accomplishments has been co-developing and implementing a new document review process that led to a 70%+ reduction in trade errors. This project significantly enhanced operational accuracy and efficiency, and it was a true example of cross-departmental collaboration and thoughtful problem-solving. Seeing a solution have such a lasting impact on daily workflows has been incredibly rewarding.
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Maggie Bujdasz
Senior Operations Analyst
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What do you enjoy the most about working at Fiducient Advisors?
The collaborative culture at Fiducient Advisors truly sets it apart. There is a strong sense of teamwork and mutual
support across departments, which creates an environment where people are not only willing to help but are invested in each other’s success. It fosters both professional growth and a great sense of belonging.
What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?
Outside of work, my favorite role is being a mom. I love spending time outdoors with my kids exploring new parks, pools and nature spots. It is a wonderful way to stay present and recharge.
What does a typical workday look like for you?
My days are always dynamic, which keeps things interesting. Mornings are usually focused on time-sensitive items like trades and client requests, while afternoons are dedicated to ongoing projects and process improvements. The variety helps me stay engaged and continuously look for ways to add value.
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other
person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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