Your Nonprofit Financial & Fiduciary Resource Center

Your Fiduciary Grade

Wondering how your board is handling its fiduciary responsibilities? Answer a few questions and get your fiduciary grade.

We’ll also provide tips and suggestions for how to improve your score in the future!

Take the Quiz

A Case Study

Fiduciary Process Helps Foundation Reduce Risk, Expenses and Workload: Learn how a foundation saved over $200K annually and became certified for fiduciary best practices.

See the Full Study

Selecting A Non-Profit Financial Advisor

Financial Advisors can help alleviate some of the burden facing non-profit boards. However, the services that financial advisors provide vary. It’s important to understand exactly what you are getting. Read our blog post to learn some things to look for when hiring a non-profit financial advisor.

Hiring a Financial Advisor

your mission is our mission

Why Unified Trust?

At Unified Trust, being a fiduciary is the very cornerstone of our foundation. What that means for your institution is that you will always receive the highest standard of care in the industry. It means you can count on us to put your organization first by always doing what’s in your best interest. We are here to help you on the journey to achieve your mission.

Learn more

Questions?

Have a question about fiduciary responsibilities or the investment management of your nonprofit? We’re happy to help. Send us a quick email or give us a call and we’ll do our best to assist you.