Charitable wealth managers are people who spend their life skills, knowledge and experience looking out for donors to ensure that the donor's money grows and that it is "invested" in nonprofits wisely.
Yesterday, Melissa Berman, a veteran in the world of charitable wealth managers offered some advice to donors considering making charitable gifts. I think Melissa's advice equally helpful for Boards who, as the surrogate owners of their nonprofits, want to be sure their nonprofit is appealing and "doing things right" to attract support. More in the Wall Street Journal article.