The Trustee Governance Guide
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The Trustee Governance Guide
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Author : Christopher K. Merker
language : en
Publisher: Springer
Release Date : 2019-06-25
The Trustee Governance Guide written by Christopher K. Merker and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-06-25 with Business & Economics categories.
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.
The Trustee Handbook
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Author :
language : en
Publisher:
Release Date : 2002
The Trustee Handbook written by and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2002 with School management and organization categories.
Trustee Handbook
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Author : Mary Hundley DeKuyper
language : en
Publisher:
Release Date : 2007
Trustee Handbook written by Mary Hundley DeKuyper and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Leadership categories.
International Trustee Handbook
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Author : Richard Detwiler
language : en
Publisher:
Release Date : 2019-02-28
International Trustee Handbook written by Richard Detwiler and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-02-28 with categories.
International Trustee Handbook
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Author : David Chojnacki
language : en
Publisher:
Release Date : 2007
International Trustee Handbook written by David Chojnacki and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2007 with Private school trustees categories.
The Trustee Handbook For Health Care Governance
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Author : James E. Orlikoff
language : en
Publisher: Jossey-Bass
Release Date : 2001-09-20
The Trustee Handbook For Health Care Governance written by James E. Orlikoff and has been published by Jossey-Bass this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-09-20 with Medical categories.
The Trustee Handbook for Health Care Governance, Second Edition, is a completely revised and updated second edition of the classic resource that was created for health care executives and board members who must lead their organizations through the maze of complex and ongoing change. Written by James E. Orlikoff and Mary K. Totten--two experts in the field of health care leadership this hands--on guide shows health care leaders how to strengthen their foundations of governance. Step by step they reveal how boards can focus on the most important issues, gain access to vital information and practical tools, and create effective alliances with other leadership programs.
The Art Of Trusteeship
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Author : Candace Widmer
language : en
Publisher: Jossey-Bass
Release Date : 2000-11-03
The Art Of Trusteeship written by Candace Widmer and has been published by Jossey-Bass this book supported file pdf, txt, epub, kindle and other format this book has been release on 2000-11-03 with Business & Economics categories.
The well-being of any nonprofit organization rests first with itsvolunteer board of directors. This book offers board members theguidance they need to successfully govern their organizations--nomatter what type or size of nonprofit they may lead. Written by Candace Widmer and Susan Houchin, The Art ofTrusteeship shows you how to fulfill ten key trusteeresponsibilities and includes much-needed detail on definingmission, strategic planning, executive selection and evaluation,fundraising, financial oversight, and board self-assessment. Thishands-on guide is filled with illustrative case studies andreal-life examples that clearly show how a variety of creativeboards have tackled challenges and strengthened theirorganizations. "At last, a book that doesn't take a one-size-fits-all approach!The authors recognize that the huge diversity among nonprofitscalls for multiple ways of fulfilling basic board responsibilities.The book allows a board member to dive in at any point and find aconcise, clear set of options for handling the challenges oftrusteeship. It will help even first-time board members find firmfooting on the path to effective governance." --Sara L. Engelhardt, president, The Foundation Center
The Trustee Handbook
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Author : Joe Ross
language : en
Publisher:
Release Date : 2022-12-03
The Trustee Handbook written by Joe Ross and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-12-03 with categories.
The Trustee Handbook is a guide to shared governance. It is intended to assist California's 341 county boards of education members as they seek to contribute to the education of Californians in each county and throughout the state. Specifically, the purpose of the Handbook is to provide county trustees with an understanding of the purpose of the county office of education, guidance on the authority of county board members and the county board, insight into the roles and responsibilities of the county board in connection with governance of the county office of education as well as the roles and responsibilities of the county superintendent of schools, and guidance on how a county board can best fulfill its roles and meet its responsibilities in collaboration with the county superintendent of schools. The Trustee Handbook is not a mere update of prior volumes on governance. Instead, it represents the first edition of a new approach to the topic, with new content and commentary focused on the contemporary questions facing county board members and superintendents.What's inside? The historical narrative in Chapter 1 provides an entirely fresh account of the origin story of the county board. The listing of board member duties in Chapter 2 is fully updated, summarizing - in less than two pages - all the Education Code provisions that vest the county board with its various powers, some discretionary and others mandatory. Chapter 3 provides a new perspective on the urgency of collaboration. Chapter 4 offers a set of newly authored FAQs focusing on contemporary questions of law and governance. Based on interviews conducted this year with county board members and superintendents, Chapter 5 presents case studies of successful shared governance. Finally, Chapter 6 provides a listing of available resources and tools.Good governance requires trustees to possess a solid understanding of the issues that come before county boards, an appreciation for the power of system-wide coherence, and a commitment to establishing and pursuing strategic goals. With the Trustee Handbook in hand, county board trustees will be better equipped to work collaboratively with county superintendents to accomplish significant system improvements.
The Good Trustee Guide
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Author : Peter Dyer
language : en
Publisher: NCVO
Release Date : 2008-10-03
The Good Trustee Guide written by Peter Dyer and has been published by NCVO this book supported file pdf, txt, epub, kindle and other format this book has been release on 2008-10-03 with Charitable uses, trusts, and foundations categories.
Family Trusts
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Author : Hartley Goldstone
language : en
Publisher: John Wiley & Sons
Release Date : 2015-10-05
Family Trusts written by Hartley Goldstone and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-10-05 with Business & Economics categories.
An insightful and practical guide to family trusts Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love. Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest discussion, from the first beneficiary meeting to working with addictions, and more. Written by a team of experts in family wealth, this information is becoming increasingly crucial to the successful execution of a trust; you'll learn what type of person makes the best trustee, how to be an excellent beneficiary, and the technical aspects that help you build a better trust from the very beginning. There's been a staggering increase in trustee/beneficiary litigation and hostility, but that doesn't mean it's inevitable. Plenty of trusts are running smoothly, with positive experiences on all sides. This book shows you how to set up your trust to succeed from the start, with step-by-step guidance and expert insight. Express clear and thoughtful intent for the trust Create a healthy and supportive culture Select the right trustee, trust protector, and trust advisor Take the time to prepare before initially meeting the beneficiary Conduct a productive first meeting to set a tone for the relationship Historically, there has been little consideration given to the culture of trusts, and this oversight may be a key driver of the behavior that's becoming more prevalent. Family Trusts explores the nature of these relationships, and shows you how to build a trust that retains the nature and spirit with which it was intended.