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 Fiduciary Analyst®, CEFEX Analyst, President and Founder of FiduciaryPath, LLC., has acquired Allan Henriques Fiduciary Consultants.
Kate’s focus for FiduciaryPath is to provide a common investment vocabulary and best practices training with a framework that helps nonprofit Trustees, Board Members and Leaders to:
Speak the Language of Fiduciaries ©
Select Prudent Experts to help manage the assets
Increase value from Service Providers
Provide confidence to supporters, members and beneficiaries
“We look forward to returning to this collaborative event for nonprofit leaders. This year’s gathering is more important than ever as we all pilot through unprecedented challenges. It’s an honor to serve community foundations as they meet extraordinary needs across multiple crises in the course of their mission.”
The expanded firm will continue consulting with investment stewards at public and private pensions and retirement plans, as well as government treasury and comptroller’s offices, tribal nations and Registered Investment Adviser (RIA) firms.
Kate and Allan worked together at Allan Henriques Fiduciary Consultants and will continue to work together at FiduciaryPath. Allan will be a Partner, providing Fiduciary Essentials® training at the new firm.
Kate and Allan join Vanessa Bechtel, CEO of Ventura County Community Foundation, at the Annual National Conference for Growing Community Foundations hosted by Kansas Association of Community Foundations. They will lead the Board Retreat: Reducing Risk and Growing Assets Through a Culture of Fiduciary Excellence on Monday, October 26, 12:30-2:30 CT. FiduciaryPath has underwritten the retreat which includes the introduction to Fiduciary Essentials® — Training for Nonprofit Leaders.
“We look forward to returning to this collaborative event for nonprofit leaders. This year’s gathering is more important than ever as we all pilot through unprecedented challenges. It’s an honor to serve community foundations as they meet extraordinary needs across multiple crises in the course of their mission,” said Kate McBride.
We hope you will join us at the Annual National Conference for Growing Community Foundations whose 2020 theme is “Sustainable Community for all.” To register, please visit http://www.growingcfs-national-conference.com/.
We invite you to learn more about FiduciaryPath here and hope to see you online for the Annual National Conference for Growing Community Foundations.
