About Us

Allan Henriques

 

 

Many nonprofit, retirement plan, government and tribal nation leaders don’t
realize that they have legal fiduciary responsibilities – and fewer still are truly aware of the full scope of those responsibilities.

Most have never been shown how and what it takes to be a fiduciary.

 

Are you responsible for management or oversight of the money or assets of the organization?

Are you a leader, board trustee, director, or decision-maker, or on the Investment Committee?

Are you an executive or employee with a role in the management or oversight of the organization’s money or assets?

The 2015 Survey of Nonprofit Organization Boards of Directors
by the Stanford Graduate Business School found that:

Only 47%

of nonprofit directors believe their fellow board members understand their obligations

…and 69%

of nonprofit directors say their organization has faced one or more serious governance-related problems in the past 10 years.

Your nonprofit’s reputation could be at risk and increase your personal and institutional liability. You can enhance your nonprofit’s reputation and its value to donors and beneficiaries while mitigating your personal and institutional liability by implementing a prudent decision-making framework for effective stewardship of donors’ gifts.

If you’re a leader or on the board or investment committee of a nonprofit, foundation, endowment, retirement plan, government entity, or tribal nation, you are likely an investment fiduciary – whether you realize it or not. But don’t let that keep you from leading your organization – allow us to put our experience and specialized expertise to work for your organization.

When an institution’s leaders don’t understand and fulfill their fiduciary responsibilities, they place the institution and themselves at risk. There is personal and institutional liability — and the institution’s reputation and mission are placed in jeopardy.

It doesn’t have to be this way. Fiduciary training helps you enhance reputation and value to donors, beneficiaries, constituents or members, and lower your personal and institutional risk, by learning what you need to know and how to meet these responsibilities

We can help with Language of Fiduciaries©, Fiduciary Training, Service Provider RFP Services, Gap Analysis, Consulting, and CEFEX certification.

Kathleen M. McBride

Accredited Investment Fiduciary Analyst – AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Allan Henriques

Accredited Investment Fiduciary Analyst – AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Roger Levy

Accredited Investment Fiduciary Analyst – AIFA® Designee
Fiduciary Education Trainer
CEFEX Analyst
Fiduciary Consultant

Allan Henriques

Industry Accolades:

quotes

Kate McBride’s Fiduciary Leadership Training and Expert Assessments have been a game changer for our organization’s Board of Trustees and staff. Her savvy communications and accredited fiduciary excellence has increased our team’s focus, consistent application of best practices, and helped to grow our assets by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend Kate McBride of Fiduciary Path.

Vanessa Bechtel, President & CEO, Ventura County Community Foundation / VCCF Nonprofit Center

Kate McBride has been a leader in the fiduciary world for more than a decade. We’ve worked together on fiduciary policy, research, and advocacy. Her expertise in practical application of prudent investment practices and decades of investment experience give her a unique understanding of how best to counsel fiduciary trustees, boards, and leaders to protect their organization’s assets.

Blaine Aikin, AIFA®, CFA, CFP® Executive Chairman, CEFEX and Fi360

Kate McBride has helped us verify the Best Fiduciary Practices we have integrated throughout our investment portfolios and employee retirement plans. Her expertise has helped us to improve our investment processes further, in a comprehensive cycle to protect the best interest of our tribal members and our community.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

Allan Henriques

The Nonprofit Fiduciary

Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.

Nonprofit Facts of Life: Mutual Funds

Nonprofit Facts of Life: Mutual Funds

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 Facts...

Allan Henriques

Get in Touch!

We would love to hear from you. Please fill out the form below, email, or call us with your questions.