Fiduciary Essentials
For Community Foundations

Not knowing your fiduciary responsibilities increases your liability. But we can help.

We help passionate leaders build mission success through fiduciary excellence. We provide cost-effective, convenient training for trustees, boards and executives of nonprofits, community foundations, retirement plans, apprenticeship trusts, endowments, and pensions.

Open invitation to board members, CEOs, and decision-makers to:


Gain confidence in your fiduciary responsibilities


Get the most from your investment consultants and service providers


Ensure your organization’s assets are prudently managed

Don’t miss this FREE introductory course!

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Enroll now and you’ll receive FREE with your enrollment our exclusive:

The Language of Nonprofit Fiduciaries

with the key terms nonprofit leaders need to understand.

Our guide to Fiduciary Best Practices

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Fiduciary Essentials Course Workbook

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See a detailed outline of the Fiduciary Essentials course here. Learn how it helps nonprofit leaders achieve mission success and build donor engagement and trust.

Reduce Your Risk

Increase donor trust and contributions.

Do you know the risks you face as a board member?

If you’re anything like us, you recognize that you are responsible for managing your nonprofit’s assets – and failure to do so prudently can harm your personal net worth and that of your organization, but…

Did you know that you can reduce those risks or liabilities?

In this free training, Reduce Your Risk – Increasing Donor Trust and Contributions, experts Kate McBride and Allan Henriques show you powerful techniques to lower your personal and organization’s risk.

We teach you our proven strategies to:

  1. Identify the risks you have and empower you to do something about it
  2. Learn about safe harbors that would apply to you and
  3. Use them to mitigate your risks and liability

“For nonprofits . . . reputation is everything.” (MIT Sloan Management Review 2014, “How Nonprofit Organizations Use Reputational Risk Management.”)

Only 60% of respondents said they trust charities – and a whopping 27% said they don’t. Yet, a June 2019 Gallup and Wellcome Trust study finds that in the US,“ Only about half (47%) of nonprofit directors believe that their fellow board members understand their obligations as directors well or very well.” (Stanford Graduate School of Business, 2015 Survey of Boards of Directors of Nonprofit


You can do all of this by registering now!

Fiduciary Essentials© is for you if you want to:

  • Build donor trust and response
  • Create more resources for your mission
  • Limit liability risk
  • Engage board members, trustees, and team members

Are you a board member looking to do X? Then you need Fiduciary Essentials where we teach you this.

Your training experience delivered by:

Kathleen M. McBride

Kate is an expert at x. I like this about what I do I can’t wait to teach you this because I’m passionate about solving this problem and seeing nonprofits grow their mission. Take specific problems and how you solve. Make super personal. And short. 😉

Allan Henriques

Allan is an expert at x. I like this about what I do I can’t wait to teach you this because I’m passionate about solving this problem and seeing nonprofits grow their mission. Take specific problems and how you solve. Make super personal. And short. 😉

To get proven strategies for x.

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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

Former CFO, Paskenta Band of Nomlaki Indians

“Kate McBride offers critical knowledge of fiduciary practices and principles to board members, executive directors, and staff supporting community foundations from the USA and beyond. Her expertise helps community foundations and their nonprofits to maximize donations and manage assets so they may better meet their goals to raise public funds and improve lives in the places we call home. Kate’s expanded services and online offerings make her teachings more accessible than ever in this constantly evolving climate. We look forward to her continued partnership in the years to come and invite others to get to know this caring professional."

Svetlana Pushkareva Hutfles

Executive Director, Kansas Association of Community Foundations

“Based on my dealings with Allan Henriques throughout the entire process, I hold him in the highest regard. Our eyes were truly opened wide as to our responsibilities and exposures as Board Members and executive Directors. We really do have an awesome responsibility. The training was very professional, very interactive, and very educational, with extremely knowledgeable presenters. I highly recommend for any and all board members, and executive directors. FiduciaryPath has recently developed an online program that is user friendly, and affordable for most organizations.”

Buddy Freund

Founder and President, Vision Strong Management Group