Beneficiary Fundamentals - Course 1

Beneficiary Fundamentals Course 1 introduces the four “M’s” that inspire beneficiary stewardship. The course reviews important stewardship concepts when it comes to beneficial ownership around

1. meaning,
2. modeling,
3. mentoring, and
4. motivation. 

This course helps bridge the goals, motivations, and intentions of the grantor with those of the beneficiary to help both parties garner alignment, appreciation, and understanding.