Delivering Fiduciary Excellence for
Nonprofits, Foundations, Endowments, Retirement Plans, Governments, Tribal Nations, and Investment Advisors
Where are the Lay Fiduciaries Who Have Control and Responsibility for More Than $26 Trillion of US Investment Assets?
Allan Henriques, Kathleen McBride, David J. Bromelkamp, Trevor Merrill, and Tony A. Michael Finding the Elusive Lay Fiduciary No one knows exactly how many Lay Fiduciaries exist, even though they’re legally responsible for prudently managing trillions of...
Did You Know That There’s More Than One Type of Fiduciary?
For Nonprofits, there are three. By Kathleen McBride, AIF™, AIFA®, CEFEX Analyst® Now that we’ve surprised some nonprofit leaders who may not have realized that they are Lay Fiduciaries™[1], (please see “Are you a Fiduciary?”) let’s talk about other types of...
Does Your Nonprofit Board Membership Mean You Are a Fiduciary?
The answer may surprise you. By Kathleen McBride, AIF™, AIFA®, CEFEX Analyst® We get a lot of questions about who is or isn’t a Lay Fiduciary™. A Lay Fiduciary, in the nonprofit sense, is someone who is not an investment professional, but is a decision-maker...
Nonprofits, the act of charity, and fiduciary best practices create positive ripple effects as we start the New Year.
The purpose of nonprofits is to help others without expecting something in return other than the joy in fulfilling the mission and boosting the public good. This outward-directed charitable endeavor is a wonderful way to begin the New Year, especially in 2021. Given...
Industry Accolades:
