Recent Posts

Now What: Are There Really 3 Types of Investment Fiduciaries?

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...

Nonprofit Facts of Life: Fiduciary Training

Nonprofit Facts of Life: Fiduciary Training

Nonprofit Facts of Life – That Nobody Told Me . . . There’s a lot you need to know when you’re a Nonprofit Leader – a lot that may not have occurred to you when you agreed to follow your passion and make an impact with your favorite Nonprofit! There are both Fun...

Nonprofit Word of the Day: Fiduciary File

Nonprofit Word of the Day: Fiduciary File

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...

Allan Henriques

Industry Accolades:

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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.

Vanessa Bechtel, President & CEO, Ventura County Community Foundation / VCCF Nonprofit Center

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.

Blaine Aikin, Executive Chairman for CEFEX and Fi360

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.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

Allan Henriques

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