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.

 
Human Rights Fund

Endowment for Global Hindu Rights

Supports the human rights activities of the Hindu American Foundation

Bodhinatha Teaching

Thank You Bodhinatha Fund

Funds general charitable purposes of Satguru Bodhinatha Veylanswami

Hanuman

Taos Hanuman Fund

Dedicated to maintain the Hanuman statue at the Neem Karoli Baba Ashram in New Mexico

Vipulananta Fund

Swami Vipulananta Children's Home Endowment

Supports a children's home and encourages religious education

Planned Giving Guidance

An Advance Health Care Directive Saves Family Grief: Avoid making crucial medical decisions at a time of emotional turmoil....

Use Giving Assistant to save money and support Hindu Heritage Endowment