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

1. Meaning
2. Modeling
3. Mentoring
4. 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 My Grandchildren by Dr. Dennis Jaffe
• "Ten Facts Every Trust Beneficiary Should Know" by Patricia M. Angus