Beneficiary Fundamentals - Module 1 (Canadian)

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

1. meaning
2. modeling
3. mentoring
4. motivation

This module helps bridge the goals, motivations, and intentions of the grantor with those of the beneficiary to help both parties garner alignment, appreciation, and understanding.