Trustee Basics - Course 4
Trustee Basics Course 4 provides further guidance on various approaches to identifying individual and corporate trustees. Steps are discussed regarding the process of sourcing trustee candidates, including writing a job description, vetting, interviewing, and prioritizing the best candidates. This course also shares insights regarding trustee compensation and effective ways to transition trustee duties to a successor.
- What key criteria is important to identify when you need to fill particular trustee positions?
- How do you craft the position description and set the expectation for the type of trustee you hope to attract?
- Where do you find good trustee candidates?
- How do you set them up for success once selected?
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