The True Link Financial Scholarship to Promote
Best Practices in Guardianship

The True Link Financial Scholarship to Promote Best Practices in Guardianship is our newest effort to empower collaboration across the field and promote the dissemination of best practices to help advance the field of guardianship. Learn more.

Emily Smith

Executive Director, Wyoming Guardianship Corporation

Congratulations to our inaugural winner of the True Link Financial Scholarship to Promote Best Practices in Guardianship.

About the scholarship

For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients' independence and protect their budgets.

The True Link Financial Scholarship to Promote Best Practices in Guardianship, including a $2,500 stipend, will be given annually to a recipient who is a field builder -- someone who is actively involved in promoting best practices in the field, such as promoting standards of practices, advancing person-centered and supported decision-making principles, identifying and addressing abuse, breaking down professional silos, promoting better assessments of individual limitations and needs for support, educating the public about decision-making options and decision support, and helping family guardians through standards, training, and assistance.

The recipient of the True Link Scholarship to Promote Best Practices in Guardianship will receive:

  • A $2,500 scholarship to promote best practices in the field
  • A physical award
  • A letter of congratulations from True Link Financial
  • The opportunity for your contribution to the field to be recognized in blog posts, on our website, and
    elsewhere.

At its best, guardianship provides necessary and often lifesaving support for people in complex situations – ensuring, for example, that individuals will receive food, housing, and medical care they might not be able to consistently obtain for themselves. For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients’ independence. The True Link Financial Scholarship to Promote Best Practices in Guardianship is an effort to empower collaboration across the field and promote the dissemination of best practices to help advance the field of guardianship and ensure it always lives up to its highest ideals.

The scholarship funds must be used for educational purposes related to sharing best practices in guardianship. These activities could include, traveling to other regions to present best practices at conferences or other organizations; developing webinars to share valuable knowledge; funding trainings to strengthen partnerships with collaborators; conducting a pilot project; and other, similar projects.

You can submit nominations for yourself or someone else you consider to be a field builder in the field of guardianship/conservatorship by completing the nomination form located at www.truelinkfinancial.com/scholarship. We are now accepting nominations for 2019!

Email your questions to scholarship@truelinkfinancial.com.

True Link is a financial services company committed to protecting financially vulnerable individuals, including seniors and adults with special needs, while also supporting their dignity and independence. True Link’s tools can be self-managed or administered by family members, friends, or trusted professionals, including fiduciaries, trust administrators, and representative payees. Based in San Francisco, we serve cardholders in all 50 states. Visit us at www.truelinkfinancial.com.

Five pillars of smart investing

Best practices combined in one effective approach.

Time-based allocations

Your spending needs result in separate investment allocations for money needed during different years of your life.

Investments and annuities

We use annuities as an insurance vehicle when it makes sense for you, providing lifetime income at a low cost.

Modern Portfolio Theory

We employ modern strategies such as low- cost ETFs to help keep costs low and avoid risk beyond what is inherent in the market.

Bond ladders to help avoid loss

Planning to hold bonds to maturity
can help avoid unnecessary principal loss in a changing interest rate climate.

Personalized to your needs

We account for health and demographic factors, as well as spending needs, because each person has a unique profile.

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