Community Foundations work with a wide range of stakeholders both internally and externally. A fiduciary is a person or organization that acts on behalf of a community foundation. One might ask: what is a fiduciary?
In this session, join Leith Wheeler Investment Counsel portfolio managers Dalyce Seitz and Michael Schaab to learn more about how to define the role of a fiduciary on the investment committee. Participants will examine how to make decisions and the importance of developing a well-documented decision-making process.
In this session, you will learn how to:
- Identify the role and responsibility of a fiduciary in your community foundation
- Explore how decisions are made in an investment committee
- Examine the duty of care and duty of loyalty as a fiduciary
This session will support community foundation work on several SDGs including:
This session is available to all community foundations who are members of the CFC network.