The Good Trustee Guide

Author : Mike Eastwood
Publisher :
ISBN 13 : 9781906294656
Total Pages : 134 pages
Book Rating : 4.58/5 ( download)

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Download or read book Charity Trustee's Handbook [Key Guide] written by Mike Eastwood and published by . This book was released on 2011-11 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: This handbook offers clear and practical guidance for trustees of voluntary organisations. It offers basic information about the responsibilities of trustee boards, and straightforward advice on planning, getting funding, and management.

Author : Peter Dyer
Publisher :
ISBN 13 : 9780719916106
Total Pages : 214 pages
Book Rating : 4.00/5 ( download)

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Download or read book Good Trustee Guide written by Peter Dyer and published by . This book was released on 2005-11-01 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Peter Dyer
Publisher : NCVO
ISBN 13 : 0719917670
Total Pages : 298 pages
Book Rating : 4.77/5 ( download)

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Download or read book The Good Trustee Guide written by Peter Dyer and published by NCVO. This book was released on 2008-10-03 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author :
Publisher :
ISBN 13 : 9780719900297
Total Pages : 19 pages
Book Rating : 4.98/5 ( download)

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Download or read book The Good Trustee Guide written by and published by . This book was released on 2017 with total page 19 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Kevin Urbatsch
Publisher : iUniverse
ISBN 13 : 146206051X
Total Pages : 434 pages
Book Rating : 4.11/5 ( download)

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Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2011-12 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Christopher K. Merker
Publisher : Springer
ISBN 13 : 303021088X
Total Pages : 140 pages
Book Rating : 4.85/5 ( download)

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Download or read book The Trustee Governance Guide written by Christopher K. Merker and published by Springer. This book was released on 2019-06-25 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do? The Trustee Governance Guide is here to help guide today’s board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: · What is good governance, how do we know it when we see it, and why does it matter? · How much knowledge is necessary to be a competent board member? · How big should my endowment be? · What are the key elements of a diversified portfolio? · How much does cost matter? · What's the difference between socially responsible and ESG investing? · Can I focus on sustainability and still be a good fiduciary? This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.

Author : Barbara D. Jackins
Publisher : iUniverse
ISBN 13 : 0595331068
Total Pages : 144 pages
Book Rating : 4.62/5 ( download)

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Download or read book Special Needs Trust Administration Manual written by Barbara D. Jackins and published by iUniverse. This book was released on 2005 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.

Author :
Publisher :
ISBN 13 : 9780719900310
Total Pages : 15 pages
Book Rating : 4.1X/5 ( download)

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Download or read book What Trustees Must Do written by and published by . This book was released on 2016 with total page 15 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Holmes F. Crouch
Publisher :
ISBN 13 : 9780944817407
Total Pages : 0 pages
Book Rating : 4.08/5 ( download)

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Download or read book Your Trustee Duties written by Holmes F. Crouch and published by . This book was released on 1998 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Your trustee duties (T/G 305) covers the tax, legal, and administrative aspects of classifying a trust as "simple" or "complex," the requirements for managing (and distributing) trust property, accounting for its income, and the "sharing" with beneficiaries taxable, tax-exempt, and nontaxable items.

Author :
Publisher :
ISBN 13 : 9780719900266
Total Pages : 11 pages
Book Rating : 4.63/5 ( download)

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Download or read book The Good Trustee Guide written by and published by . This book was released on 2017 with total page 11 pages. Available in PDF, EPUB and Kindle. Book excerpt: