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Foundations and Endowments
Giving to the Community

Fiduciary Guidance for Foundations, Endowments, and Charitable Organizations

The term "fiduciary" refers to anyone having the legal responsibility for managing someone else's money. This generally includes members of the investment committees of foundations, endowments, and charitable organizations.

Because fiduciaries have been entrusted with money that belongs to other people, failure to act in a prudent manner could subject the fiduciary to personal liability.

Contrary to what some people think, fiduciary liability does not arise from poor investment performance. Rather, it is the process that determines whether or not a fiduciary has met his or her responsibilities. The mandate for fiduciaries who wish to avoid legal liability is to define prudent investment practices and follow them to the letter.

We offer the following consulting services to help you manage your fiduciary responsibility:


  • Formalize investment policy guidelines

  • Implement investment policy

  • Communicate with board members and other stakeholders


How we can help

At no charge, we will do an initial evaluation of your investment process and come back to you with a proposal. The evaluation will consist of the following:

  • Review your investment policy statement to see that all required elements are addressed

  • Review your investment process to see that they comply with the IPS

  • Review your monitoring procedures to see that they employ the appropriate benchmarks

  • Review other aspects of your organization and bring in tax and legal experts as needed


For a proposal, including a description of services and fees, please contact us.
©2012 Bambi Holzer Financial Group AIF™, CSPG - All Rights Reserved - CA License # OA15246

Bambi Holzer Financial Group - Investments and financial planning services for individuals, families, corporations, and foundations.

Securities offered through Newport Coast Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Newport Coast Securities a Registered Investment Advisor, dba Newport Coast Asset Management. Newport Coast Securities may not accept any orders or instructions to buy or sell securities of any kind by email. All such instructions and orders must be placed by telephone or in person with your Account Executive. The information contained on this website is based on information available and believed to be accurate at the time it was prepared. It reflects the opinions and beliefs of the website owner and not necessarily those of Newport Coast Securities.

Bambi Holzer is a registered representative with Newport Coast Securities, Inc., a Broker/Dealer and a member of FINRA/SIPC. This website, www.BambiHolzer.com, is for informational purposes only and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Specific recommendations can only be made upon request of the client after a full review of their suitability has been conducted by the investment representative. Past performance is not a guarantee of future results. The content herein is not produced by Newport Coast Securities. While the information contained on this website has been provided by sources which are believed to be reliable and accurate to the best knowledge of Newport Coast Securities, NCS does not guaranty its accuracy.