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RESOURCES:
Fiduciary Standard for
Endowments and Foundations
 
 

"[These] practical guidelines should be required reading  
for all endowment fiduciaries."

Mark A. Pacella, Chief Deputy Attorney General  
Commonwealth of Pennsylvania  

Stewardship Excellence Guidelines for Endowments and Foundations (the "Fiduciary Standard"), is the first-ever complete published standard of fiduciary conduct for endowments and foundations, as regulated by the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Prudent Investor Act (UPIA).

The Fiduciary Standard provides objectives and steps to help Primary Fiduciaries understand their responsibilities and excel in their role. The book includes guidelines for foundation and endowment fiduciaries on how to:

  • fulfill their role as a steward of other people's investments,
  • minimize risk associated with their legal fiduciary duty, and
  • maximize value for stakeholders, thereby increasing the profile of their organization and benefiting overall fundraising efforts.

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