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...
FiduciaryPath Launches Online Training for Nonprofit Trustees and Leaders
Leading Fiduciary Experts Deliver Authoritative Instruction on Best Practices via Streamed Video Sessions for Nonprofit Boards and Executives RUMSON, NJ, Dec. 8, 2020 – FiduciaryPath, LLC today launched its online training program to deliver the authoritative...