Every Nonprofit and Community Foundation Board Member Has the Opportunity to Benefit from Fiduciary Essentials® Training In a recent virtual Fiduciary Essentials® Training for Community Foundations with the Ventura County Community Foundation (VCCF), FiduciaryPath had...
Delivering Fiduciary Excellence for
Nonprofits, Foundations, Endowments, Retirement Plans, Governments, Tribal Nations, and Investment Advisors
Kathleen McBride of FiduciaryPath Expands Services and Leads National Conference for Growing Community Foundations
The summer of 2020 has changed everything for nonprofits, requiring them to make significant shifts in resources, priorities and internal operations. To serve the immediate and long-term needs of these organizations, Kathleen McBride, AIFA®, Accredited Investment...
Nonprofit Word of the Day: Global Fiduciary Precepts
I’m a Nonprofit Board Member – What’s up with all this jargon? Communication can be a funny thing – each group has its own special terminology and shorthand that can prove frustrating until you “speak the language.” Our Language of Nonprofit Fiduciaries© is a great...
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...
