Beneficiary Fundamentals - Module 1
Beneficiary Fundamentals Module 1 introduces the four “M’s” that inspire beneficiary stewardship. The module reviews important stewardship concepts when it comes to beneficial ownership around
- Meaning
- Modeling
- Mentoring
- Motivation
This module helps clarify the goals, motivations, and intentions of the trust versus the expectations of the beneficiary to help bring alignment, appreciation, and understanding.
Estimated Completion Time: 2 hours
Featured Resources:
Videos
- Podcast with Dr. Jim Grubman entitled, "Meaning and Wealth and Its Connection to the Beneficiary"
- Podcast with Dr. Paul Edelman entitled, "Mentoring the Rising Gen"
- Podcast with Betsey Fortlouis entitled, "Exploring Value Based Leadership"
- Podcast with Chelsey Toler entitled, "Collaboration, Communication, and Onramps for NxG Family Members"
- Podcast with Patricia M. Angus entitled, "The Beneficiary Primer"
Articles/Books
- "Discovering Your Core Values" by the Innerwill Institue
- Chapter 14, Borrowed from Your Grandchildren by Dr. Dennis Jaffe
- "Ten Facts Every Trust Beneficiary Should Know" by Patricia M. Angus
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
