Now What: Are There Really 3 Types of Investment Fiduciaries?
I’m a Nonprofit Board Member – Now What? If you’re on the board or in a decision-making role, you are a fiduciary. Fiduciary Excellence Leads to Trust. Trust leads to enhanced donor confidence and Board Engagement – which leads to increased donations, financial...
Nonprofit Facts of Life: Fiduciary Training
Nonprofit Facts of Life – That Nobody Told Me . . . There’s a lot you need to know when you’re a Nonprofit Leader – a lot that may not have occurred to you when you agreed to follow your passion and make an impact with your favorite Nonprofit! There are both Fun...
Delivering Fiduciary Excellence for
Nonprofits, Foundations, Endowments, Retirement Plans, Governments, Tribal Nations, and Investment Advisors