Investing for Charity

FundRaising Success: Could you elaborate on what you and your company did for nonprofits in order to earn this award?

Lori Van Dusen: We have worked closely with our clients to help them better understand the role their investment pool plays within the larger organization. In this environment, it is important to educate clients of the linkage between organizational risk and investment risk. The recent Nonprofit Consultant of the Year award was very special to us as a significant weight was given to interviews within the industry and our client base. At the end of the day, we only succeed if our clients succeed, and that is the most gratifying honor we can receive.