Endowments and Foundations

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fiduciary responsibility nonprofit organization

Fiduciary Responsibility 101 for Nonprofit Organizations

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations ...

governance planning

Fiduciary Governance Planning for Your Nonprofit Endowment or Foundation

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC. A robust governance framework ...

spending policy nonprofits

A Guide to Spending Policies for Nonprofits

Content originally published by, and used with permission from, Fiducient Advisors LLC. “The name of the investment game is not ...

investment policy statements

What You Should Know When Creating Investment Policy Statements

Content originally published by, and used with permission from, Fiducient Advisors LLC. Most experienced nonprofit board and committee members understand ...

impact investing

Introduction to Impact Investing: History, Strategies, and Trends

When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways ...

charitable remainder trust

Charitable Remainder Trusts (CRTs)

What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually the grantor and grantor’s spouse) ...