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Roland|Criss is qualified to assume the full extent of duty defined for foundations in major fiduciary laws including the Uniform Prudent Managment of Institutional Funds Act ("UPMIFA") and the Uniform Prudent Investor Act ("UPIA").
Roland|Criss' full-scope fiduciary model simplifies the complexities and cuts through obstacles in order to help non-profits achieve a high level of care of donors' money. We are trained and licensed to conduct Assurance Assessments using the IFLC Fiduciary Standard for Endowments and Foundations. The results of an assessment ensure that the following elements of fiduciary excellence are met:
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Authentication of authority |
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Benchmarking of policies and procedures |
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Assessment of trustees' roles and responsibilities |
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Evaluation of providers' fees and conflicts of interest |
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Training and development of fiduciary leaders |
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Alignment of fiduciary-provider interests |
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Documentation of donor intentions |
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Creation of an accountability and performance monitoring matrix |
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Measurement of quality and certification of results |
Contact us here for a discussion of how your foundation can improve its appeal to donors through enhanced stewardship practices.
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