Directors, trustees, and executives of non-profit foundations are becoming more and more aware of the impact of events outside of their direct control as they affect their stakeholders. Volatility in financial markets and serious investment scandals have dramatically raised concerns in the public at large and among donors to foundations in particular, about the safety of invested capital. A clear demand for higher standards of accountability is driving foundation executives to assess the economic and social impact of their management practices. This trend sees foundations taking steps over and above those required by law, to minimize negative impacts on their donors and beneficiaries, and to maximize their contribution to a sustainable society.

This course unveils the power of the Fiduciary Standard for Endowments and Foundations to align stewardship conduct with the Uniform Prudent Management of Institutional Funds Act ("UPMIFA") and the industry's best practices.

BENEFITS OF ATTENDING

• Greatly improve your risk management approach.
• Increase your foundation's fund raising power.
• Learn about the coming wave of regulatory inspections and how the Standard exceeds their audit guidelines.
• Obtain knowledge that you can use to evaluate where your practices need upgraded.
• Learn from case studies.
• Obtain high value training from experts in stewardship best practices.

WHAT YOU WILL COVER

• Introduction to the Fiduciary Standard for Endowments and Foundations.
• How the Standard was developed.
• The skills required to legally satisfy the four disciplines of your fiduciary duty.
• Why a uniform standard is vital for the safe handling of other people's money.
• The reaction of states' attorneys general to the Standard.
• Assessment guidelines for learning how your organization aligns with the Standard.
• The steps needed to adopt the Standard and achieve its benefits.

WHO SHOULD ATTEND

Members of boards of directors, trustees, chief financial officers, members of investment committees and anyone else that affects the performance of donors' contributions.

Registration Fees.
The full fee is payable at the time of registration. All fees include the cost of seminar materials. Remember, this fee is tax-deductible (see Treas. Reg. 1 162-5). Please note: Registration fees and seminar schedules are subject to change without notice.

Transfer, cancellation, and refund policy.
You may transfer to a future session, send someone to take your place, or cancel without penalty at any time up to three weeks prior to your seminar. If you provide Roland|Criss with less than three weeks notice, or fail to attend, you will be liable for the entire seminar fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can. Please call us, therefore, at 1-800-440-3457.