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.

 
Raising Children

Hindu Literature Fund

Distributes and give away pamphlets and booklets created by Himalayan Academy

Admin Fund

The Hindu Heritage Endowment Administrative Fund

Supports the accounting, administrative and operational expenses of HHE

Hindu Education

Hindu Education Endowment

Supports USA Hindu Schools

West Texas Temple Fund

Hindu Association of West Texas Endowment Fund

Supports the maintenance of this Midland, Texas, USA temple

Planned Giving Guidance

Use care when selecting a trustee for a living trust. Otherwise, family contention may arise.

Use Giving Assistant to save money and support Hindu Heritage Endowment