Many Nonprofit Leaders do not realize that they have legal fiduciary responsibilities – and fewer still are truly aware of the full scope of those responsibilities. Most have never been shown how and what it takes to be a fiduciary.
Fiduciary Leadership Training
We provide half-day, full-day and multiple-day sessions designed to inform nonprofit leaders of their fiduciary responsibilities.
Consultation & Fiduciary Assessments
Our experienced fiduciaries and CEFEX Analysts help expedite implementation of the Global Fiduciary Standard of Excellence for Nonprofits and Endowments.
We help you meet all your
Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services.
Meet Our Team
Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services to help you readily meet your fiduciary responsibilities so you can focus on what inspires and motivates you!
100% of our Board of Directors and almost 100% of our staff team have the FEFE designation. The training has been a game changer for our organization! Our Board is much more engaged and focused, our team is consistent in applying fiduciary best practices, and our assets have increased by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend this program.
Allan has helped us easily integrate Best Fiduciary Practices throughout our investment portfolios and employee retirement plans. His expertise gave us the ability to reestablish and protect the best interest of our tribal members.
Allan Henriques offers the highest level of fiduciary standards in our industry. His unique combination of legal and financial expertise gives him a keen understanding on how to best counsel nonprofits and foundations to protect their assets.
Fiduciary Excellence Leads to Trust. Trust Leads to Enhanced Donor Confidence and Board Engagement that Leads to Increased Donations, Financial Security, and Mission Success.
Allan Henriques Fiduciary Consultants, the organization dedicated to delivering fiduciary excellence for nonprofits and foundations, showed excellent insight during their recent webinar “An Overview of Fiduciary Essentials for Nonprofit Leaders.” “Each board member is...
FIDUCIARY CONDUCT AND YOUR REPUTATION What’s Trust Worth As An Investment Steward? Written by Blaine Aikin, Executive Chairman Fi360 and CEFEX AIFA®, CFA, CFP® EXECUTIVE SUMMARY Warren Buffett famously said: "We can afford to lose money, even lots of money. But we...