Ethics for Trustees
Ethics for Trustees

Author: Jane B. Lorenz

Publisher: Author House

Published: 2011-05-03

Total Pages: 77

ISBN-13: 1456767275

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Written by two longtime Professional Fiduciaries, "Ethics for Trustees", A Guide for All Who Serve as Trustee, is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPAs, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011). Review by an experienced Trusts and Estates Attorney: Ethics for Trustees is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library. Meredith G. Alcock Trusts and estates attorney www.aalapc.com Review by an Independent Financial Advisor: Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee. Troy B. Daum, CFP Principal Wealth Analytics www.WealthAnalytics.com The Authors: Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since 1975 and started serving as a Professional Trustee around 1990. Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003 and has been serving as a Professional Trustee ever since. This book is a labor of love. They know from experience the challenges facing todays Fiduciary, whether amateur or professional. Many professional Fiduciaries operate as sole proprietors, without partners or staff . Jane and Marguerite have benefitted so much from their partnership and business model, they feel good about sharing some of what they have learned. The Readers: Everyone who is in the Estate Planning Process can benefit from a better understanding of what their Successor can and should do. The documents alone do nothing. The selection of the appropriate Successor Trustee is vitally important, as this is the one trusted to fulfill the Estate Plan provisions. How can the right Successor be selected if the one choosing is not familiar with what the job entails? Reading this concise volume gives the reader just what is needed. Before one accepts the role of Trustee he/she should understand the liability, the ethical issues and the depth of responsibility. We believe that reading this book may prevent family upset and financial disaster.

Ethics for Trustees 2.0
Ethics for Trustees 2.0

Author: Marguerite C. Lorenz CTFA CLPF

Publisher: AuthorHouse

Published: 2020-09-28

Total Pages: 65

ISBN-13: 1665502010

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Your loved one, or a professional may be your best option as your Successor (Trustee/Executor), but don't select anyone without reading this book first! Too many families are no longer on speaking terms because the chosen person did a poor job, or just did not fulfill the required fiduciary duties. "This little book saved our family from World War III, thank you!!" A. B., 86 years old. Ethics for Trustees 2.0 is for everyone who is getting their estate plan written, as every Trustor needs to select a Successor Trustee. This book is for everyone who serves as a Trustee of a Trust; experienced or inexperienced; Attorneys, Fiduciaries, CPA's, Family Members and Friends, etc., this book can help you better understand what is required to do the job well. Quotes and concepts have been drawn from personal experience based on serving as private professional trustees in California. This book is designed to stimulate discussion in our estate planning community, to emphasize the value of continuing education, and to encourage those who serve as a Fiduciary to do their best.

The Work of the Church Trustee
The Work of the Church Trustee

Author: Orlando L. Tibbetts

Publisher: Work of the Church

Published: 1979

Total Pages: 0

ISBN-13: 9780817008253

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There is more to serving as a trustee than counting money or arranging to repair the church plumbing! Beginning with the biblical and theological basis of service, Orlando Tibbetts has prepared a very comprehensive guide to deepen and broaden the trustee's sense of ministry and mission in his/her service to the church. An excellent tool for new or experienced board members, this book covers every facet of the trustee's responsibility as a steward of the community's concerns and as a servant of the Lord. It is both practical and inspiring.

Entrusted
Entrusted

Author: David H. Smith

Publisher: Indiana University Press

Published: 1995-05-22

Total Pages: 139

ISBN-13: 0253113415

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“Thoughtful essays on the morality, obligations, practice, and virtues of trusteeship.” —ARNOVA News In Entrusted, David H. Smith offers some ideas and raises some issues that may put trusteeship into perspective. The main idea presented in these pages is that trustees should be reflective, that the board should be a community of inquiry, more precisely, a community of interpretation. And, because the trustee’s historically and currently important role has been little studied by moralists, philosophers, or theologians, moral issues associated with nonprofit governance have fallen into the cracks. This book serves to suggest the need for academically sophisticated discussions of the moral parameters of trusteeship, studies that will go beyond and improve on this attempt. “Entrusted provides a much-needed contribution to the literature on ethics in the healthcare arena.” —Health Progress “A splendid and invaluable book, one every trustee with an active conscience would want to read and one every trustee with a dormant conscience ought to read.” —Richard Chait, Center for Higher Education Governance and Leadership “[Smith’s] contribution breaks some new and difficult ground by helping us to think beyond the routine and mundane dimensions of trusteeship.” —Academe “Essential reading for trustees.” —Ethics “Entrusted should be required reading for trustees of any not-for-profit.” —Advancing Philanthropy

Administering the California Special Needs Trust
Administering the California Special Needs Trust

Author: Kevin Urbatsch

Publisher: iUniverse

Published: 2011-12

Total Pages: 434

ISBN-13: 146206051X

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In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

Effective Fundraising
Effective Fundraising

Author: F. Warren McFarlan

Publisher: John Wiley & Sons

Published: 2021-03-03

Total Pages: 208

ISBN-13: 111977229X

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Create a sustainable revenue model that can propel your mission-driven organization into the future Effective Fund Raising: The Trustee's Role and Beyond is the result of author F. Warren McFarlan’s two decades of research at Harvard Business School, along with over forty years of active social enterprise board service. This book offers a depth of knowledge and insight that will prove invaluable for trustees, donors, and others related to and responsible for the success of social enterprise. Social enterprise organizations have played a vibrant and important role in the USA for the past century. And yet, the business of fundraising has not become any easier or more elegant. In this book, you will discover how to help raise the financial resources that your organization needs to perform its good deeds. This book focuses on the steps and strategies you need to know to secure funding to fulfill your mission. Development is the lifeblood of most social enterprises, be they large or small. You’ll also discover how to harness the energies of the right people to ensure the long-term success of your development efforts. Learn why an effective, sustainable revenue model is critical to the success of even the most exciting mission-driven organization Understand the core elements of the revenue model, including governance, fees, the annual fund, capital fundraising campaigns, planned gifts, and more Develop a strong plan for sustaining your organization’s revenue, regardless of organization size Build the skill of asking for money and lead your organization to a revenue and philanthropy orientation Many social enterprise CEOs spend over half of their time on fundraising. Why? Simply put: without a sustainable revenue model, even the most exciting mission-driven organization will collapse. The dirty truth is that, with no fund raising, there is no social enterprise or enduring mission. This book will help you shoulder the burden of fundraising and ensure the long-term success of your venture.