Welcome to the Board of Trustees

Incoming Trustee Agreement

Name

First Last

Mobile Phone

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Please select a role

CHAIR – responsible for leading the board and facilitating meetings

VICE CHAIR – acts as the board chair’s understudy and second in command

SECRETARY – responsible for official communications with board members and recording meetings

TREASURER – oversees all matters related to the organization’s finances, property, and budget

Please upload your professional photo

Max. file size: 100 MB.

Please add your bio

Articles of Incorporation(Required)

I acknowledge receipt and have had the opportunity to review them.

Bylaws of the Organization(Required)

I acknowledge receipt and agree to be bound by the rules and regulations set forth therein.

Wealthy Habits Conflict of Interest Policy(Required)

I certify that I have read, understand, and agree to comply.

Board of Trustees Agreement(Required)

I have read the BOT Agreement in its entirety. I understand my responsibilities and I agree to fulfill the commitments outlined in the document.

Code of Ethics

I agree to the Code of Ethics

Confidentiality Agreement

I agree to this Confidentiality Agreement

Signature

Consent

I agree to the privacy policy.

Founded in 2012
20,000+ Students Impacted

Equipping youth and young adults with practical money skills and helping them cultivate a mindset of wealthy habits for lifelong financial stability.