The deacon at our church keeps telling me that fiduciary work is a wonderful ministry. There may be something to that.
I stumbled upon a training opportunity over a year ago that examined some of the challenges of life for elderly and disabled folks who happen to be found under the umbrella of LGBT.
When presented with the possibility of a new client, a fiduciary should/must ask of themselves, can I effectively advocate for this person?
I walked away from that training thinking, not yet.
Fortunately, there have been more opportunities to learn and I have made the commitment that I can approach a LGBT Client opportunity focusing on the person, not the person's sexual orientation. I am hoping to become one very small part of a core of committed professionals in Sonoma County that can work together to serve these folks with tremendous professionalism.
Recently, I was offered the opportunity to jump into a conservatorship for a gay client whose geography and finances suggest that a poor business decision was made.
Leap of faith? I jump tomorrow!
Don the Trustee
When my mother passed very suddenly some 16 years ago, I worked as a trustee for the first time. Her trust contained walnut orchards, peach orchards and a small vineyard. One of the properties was within the sphere of influence of the adjacent city and I dove in with the neighbors and started working on annexation. Loved this work back then and still find it very satisfying today.