Trustee Ethics
About Us

California Professional Fiduciary Association

CODE OF ETHICS

Recognizing that the care of the Client is a prime responsibility, the Professional Fiduciary shall provide services with respect for the dignity and uniqueness of each Client. The Fiduciary shall not engage in any form of discrimination on the basis of race, color, sex, sexual orientation, age, religion, national origin, or any other condition or status.

Acting as an advocate in safeguarding the Client's civil and legal rights, the Professional Fiduciary shall make decisions that maximize and protect the rights of the Client, and allow for maximum independence and self reliance.

MEMBERS OF THE PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA SHALL:


* Judiciously protect the right to privacy by keeping confidential the affairs of the Client.

* Comply with all statutory requirements, be knowledgeable of applicable policies and procedures and keep informed of existing Local, State and Federal Laws as a minimum guide for the fulfillment of responsibilities to the Clients.

* Never exceed the bounds of legally granted authority.

* Maintain an attitude of fairness, honesty, respect, courtesy and good faith in all professional relationships.

* Cooperate with colleagues to promote common interests and concerns and facilitate ethical and competent professional performance.

* Accept their professional fees as the total compensation for services. Fiduciaries, their associates or their family shall not benefit personally from any estate transaction.

* Manifest personal integrity and assume responsibility and accountability for individual judgments.

* Seek and maintain competence in professional skills and contribute to the ongoing development of the profession's body of knowledge.

* Manage estates prudently; with care and judgment, maintaining detailed fiduciary records.

* Seek competent professional advice where this knowledge would benefit the Client.

 
Ladies Home

Cows of Kadavul and Iraivan Temples (Kovil Maadu) Endowment

Provides for the care, feeding and medical needs of the cows

Concord Temple

Concord Shiva Murugan Temple (CSMT) Endowment Fund

Provides funds for the improvement of this California temple

Bharatiya Ekta Mandir

Bharatiya Ekta Mandir of Arizona Endowment

Provides funds for the maintenance and improvement of this Arizona temple

Bharathi Ashram

The Bharathi Yoga Dhama Fund

Provide funds for the maintenance of the Bharati Yoga Dhama in Mysore, India

Kautiliya Fund

The Antyodoy Anath Ashram Orphanage Endowment

Provides funds for the care of children in this India orphanage

Planned Giving Guidance

Three Types of Fund Raising: Annual, Major & Planned

Use Giving Assistant to save money and support Hindu Heritage Endowment