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ASSESSMENTS & CERTIFICATION:
Endowments and Foundations
 
 

Executives that manage endowments and foundations face new challenges...

  • maintaining the pace in fund raising, and
  • preparing for active enforcement of UPMIFA by states Attorneys General.
When fully adopted, the fiduciary standard for endowments and foundations helps meet both of these challenges.

Whether you need help implementing parts of the fiduciary standard that are absent in your current systems, or want certification that you are already in full conformance to the standard, Roland|Criss' assessment and certification expertise is ready to help you.

Get started by ordering a copy of the handbook that describes the fiduciary standard in full detail.  Order online here now.

You may also contact us for details on how to implement the fiduciary standard.