Investing for Charity
’Innovative thought leader’ Van Dusen believes nonprofits should know the risks.
Altruistic though they may be, those managing funds for nonprofits have to keep a close eye on dollars and cents. Some of these money-minded professionals turn to nonprofit consultants for investment advice. Among those consultants who stand out from the crowd is Lori Van Dusen.
On Sept. 21, 2010, Foundation & Endowment Money Management named Van Dusen, executive director of Rockville, Md.-based Convergent Wealth Advisors, as the 2010 Nonprofit Consultant of the Year. She earned the honor for providing her clients with innovative thought leadership and strong returns. Van Dusen passes along some of her advice below.
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