Whitney Benefits Among First to be Certified for Fiduciary Excellence

Whitney Benefits Among First to be Certified for Fiduciary Excellence

In a media release issued Wednesday, the The Centre for Fiduciary Excellence announced that it has certified the investment fiduciary practices of the Whitney Benefits private foundation, of Sheridan, as adhering to a global standard of excellence for Investment
Stewards.

Whitney Benefits is among the first foundations in the world to successfully complete the independent CEFEX certification process. The annual certification process involves a detailed review of foundation documents, investments and procedures followed by on-site interviews with key personnel. CEFEX General Manager Carlos Panksep said that the certification provides assurance to foundation donors and stakeholders that Whitney has demonstrated adherence to the industry’s fiduciary best practices.

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