Executive Director

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Executive Director	Ms. Dora Mitchell
E-mail	doramitchell@gtctn.org
Term Start	October 2008
Dora's Experience: Dora Mitchell has been with Guardianship & Trusts Corporation since 1998, previously serving as Associate Executive Director and Director of Social Service until she became Executive Director in 2008. Prior to joining GTC, she was employed by the Mental Health Cooperative of Nashville. Ms. Mitchell earned her Masters' of Science degree in Public Service Management at Cumberland University. Her education also includes her Bachelors' of Science degree in Social Work from Middle Tennessee State University. Ms. Mitchell is nationally certified as a National Registered Guardian with the Center For Guardianship Certification since 1999. Ms. Mitchell has served on the board of Guardianship & Trusts since 2010. She served the role as Board President of the board from 2010 to 2011.

Senior Staff

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Name	Title
Ms. Dora Mitchell	Executive Director
Ms. Paula Reed	Chief Operations Officer

Staff

Full Time Staff	3
Part Time Staff	3
Volunteers	12
Contractors	0
Retention Rate	84%

Plans & Policies

Does your organization have a Fundraising Plan?	No
Does your organization have a Strategic Plan?	Yes
Years Strategic Plan Considers	3
When was the Strategic Plan adopted?	August 2017
Does your organization have a Management Succession Plan?	No
Does your organization have a Policy and Procedure Plan?	Yes
Does the organization have a Nondiscrimination Policy?	Yes
Does the organization have a Whistle Blower Policy?	No
Does the organization have a Document Destruction Policy?	No

Evaluation

Is there a formal evaluation for...		Frequency (if applicable)
CEO/Executive Director	Yes	Annually
Senior Management	Yes	Annually
Non-Management	Yes	Annually

Affiliations

Affiliation	Year
National Guardianship Association	1996

External Assessments and Accreditations

Assessment/Accreditation	Year
Certificate of Banking Authority - State of Tennessee	1983

Awards

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Award / Recognition	Organization	Year
Heroes in the Fight	The Mental Health Association of Tennessee	2008

CEO/Executive Director/Board Comments

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GTC's operations are closely supervised by an involved Board of Directors who meet formally and informally, consulting regularly with staff between meetings. GTC serves as fiduciary primarily by court appointment, and must report back regularly on all actions and transactions made on behalf of each ward of the court. A publicly-chartered trust company, GTC is also subject to the regulatory oversight of the Tennessee Department of Financial Institutions, which conducts regular audits of client accounts. GTC also reports on its handling of client funds to federal agencies such as the Veterans Administration and the Social Security Administration. Despite a proven record of success, GTC lacks the human and financial resources to market its services to clients who have funds to pay the professional fees for GTC services. Meanwhile, program revenue is our largest source of support to keep GTC operating to serve indigent and paying clients alike. GTC seeks to increase revenues by offering a niche market service: management of accounts considered too small by banks and other trust companies. Where most trust management services are for-profit and can afford to turn down all but the wealthiest clients, GTC offers a 'Self-Settled Pooled Trust' for qualifying individuals with $2,500 to open. By pooling these funds, GTC enables clients with more limited resources to receive professional trust management services at a fraction of the usual cost for such services. The Pooled Trust provides a great opportunity to bring in new clients, but we are challenged to develop this program sufficiently to enable GTC to accept additional indigent wards of the court. There has been little in the way of marketing for this service, and the opportunity to join the pooled trust remains unknown to most of the target market population.