Helping Donors Manage Nonprofits

Helping Donors Manage Nonprofits

July 19, 2026 · 42 min

About this episode

Mr. Mueller discusses his journey in helping donors manage nonprofits through investment strategies.

Mr. Mueller founded Excellence in Giving in 2002 after 20 years of providing investment advice to major institutions and wealthy families. During his career at Morgan Stanley and UBS, Mr. Mueller evaluated investments in virtually every asset class. His clients relied on his ability to evaluate risk and reward of the investments in their portfolio. Mr. Mueller used his investment background to launch excellence in Giving with a desire to help clients achieve high-performing...

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