Managing Foundations and Charitable Trusts

Managing Foundations and Charitable Trusts
Author: Roger D. Silk
Publisher: John Wiley & Sons
Total Pages: 295
Release: 2011-08-09
Genre: Business & Economics
ISBN: 1118038266

The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.

Trustee Investment Strategy for Endowments and Foundations

Trustee Investment Strategy for Endowments and Foundations
Author: Chris Russell
Publisher: John Wiley & Sons
Total Pages: 248
Release: 2006-07-11
Genre: Business & Economics
ISBN: 0470032227

Trustees are responsible for the stewardship of assets and for implementing the mission of their endowment or foundation. Almost invariably trustees delegate the management of those assets to agents who are investment professionals. In this increasingly sophisticated and litigious financial world there can be a growing gap of comprehension, exacerbated by mathematics and jargon, between trustees who are responsible and agents who are accountable. This book aims to fill that gap. The book draws on the author's own experience and research and that of generations of investment professionals and academics to explain the fundamentals of investment strategy. Key features are therefore: Foreword by George Keane (founder and former president of Commonfund, won the first ever Lifetime Achievement Award from Foundation & Endowment Money Management) one of the icons of endowment fund management in the US Aimed at professional trustees An holistic approach to strategy Avoidance of jargon and mathematics Focus on principles underlying asset strategy

Creating a Private Foundation

Creating a Private Foundation
Author: Roger D. Silk
Publisher: John Wiley & Sons
Total Pages: 226
Release: 2010-05-27
Genre: Business & Economics
ISBN: 0470884827

Imagine all you'd like to accomplish with your philanthropy. Now picture a large portion of your resources never reaching their intended use due to poor strategies, mismanagement, or unnecessary taxes. Today the opportunities in the philanthropic sector are greater and more varied than ever. Private foundations, which offer several estate and tax-planning advantages as well as unparalleled donor control, have become the vehicle of choice for more than sixty thousand individuals and families--and may be ideal for you. Creating a Private Foundation introduces the issues you need to understand and gives the big picture on how foundations work. It tells you exactly what is involved for you, for the causes you care about, for your finances and taxes, and for your heirs. Chapters address the practicalities as well as the implications of founding, funding, organizing, and operating an effective foundation, including growing its endowment, allocating its assets, and selecting professional foundation management help. Roger Silk, James Lintott, and their colleagues, leaders in the foundation consulting arena, have pooled their wisdom in this comprehensive guide for donors and your advisers. If you're looking to make a difference, there is no better guide.

Corporate and Foundation Fund Raising

Corporate and Foundation Fund Raising
Author: Eugene A. Scanlan
Publisher: Jones & Bartlett Learning
Total Pages: 308
Release: 1997
Genre: Business & Economics
ISBN: 9780834209367

If you truly want to be successful in raising money from foundations a nd corporations, there are many steps you must take before a proposal goes out the door. And there are many things you must do after it is i n the hands of the potential funder. And that's why you should have a copy of Corporate and Foundation Fund Raising: A Compete Guide from th e Inside. It's the only step-by-step guide that provides a total and c omprehensive strategic approach to fund raising. You'll get a wealth o f hands-on techniques, strategy tips, real-life examples, war stories, time-saving forms, suggested readings, a glossary, and an extensive b ibliography.

Trustee Handbook

Trustee Handbook
Author: Lawrence R. Beebe
Publisher:
Total Pages: 529
Release: 2017-09
Genre:
ISBN: 9780891547761

Foundation Trusteeship

Foundation Trusteeship
Author: John W. Nason
Publisher:
Total Pages: 204
Release: 1989
Genre: Business & Economics
ISBN:

John Nason, drawing on years of experience as a trustee, guides foundation officials and their boards through difficulties and provides insights into critical areas of concern.

Trust

Trust
Author: Tarun Khanna
Publisher: Berrett-Koehler Publishers
Total Pages: 214
Release: 2018-08-14
Genre: Business & Economics
ISBN: 1523094850

A Harvard Business School professor and international entrepreneur explains the crucial ingredient for success in the developing world. Entrepreneurial ventures often fail in the developing world because of the lack of something taken for granted in the developed world: trust. Over centuries the developed world has built up customs and institutions like enforceable contracts, an impartial legal system, credible regulatory bodies, even unofficial but respected sources of information like Yelp or Consumer Reports that have created a high level of what scholar and entrepreneur Tarun Khanna calls “ambient trust.” If a product is FDA-approved we feel confident it’s safe. If someone makes an untrue claim or breaks an agreement we can sue. Police don’t demand bribes to do their jobs. Certainly there are exceptions, but when brought to light they provoke a scandal, not a shrug. This is not the case in the developing world. But rather than become casualties of mistrust, Khanna shows that smart entrepreneurs adopt the mindset that, like it or not, it’s up to them to weave their own independent web of trust—with their employees, partners, clients, and customers—and with society as a whole. This can requires innovative approaches in places where the level of societal mistrust is so high that, as in one example Khanna provides, an official certification of quality simply arouses suspicion—and lowers sales! Using vivid examples from Brazil, China, India, Mexico and elsewhere, Khanna shows how entrepreneurs can build on existing customs and practices instead of trying to push against them. He highlights the role new technologies can play (but cautions that these are not panaceas), and explains how entrepreneurs can find dependable partners in national and local governments to create impact at scale