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. This module is for those learners with little or some basic understanding of a beneficiary.
Prerequisites: None
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 Institute
- 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
