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Managing Foundations and Charitable Trusts

Managing Foundations and Charitable Trusts PDF Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 1118093496
Category : Business & Economics
Languages : en
Pages : 295

Book Description
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.

Managing Foundations and Charitable Trusts

Managing Foundations and Charitable Trusts PDF Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 1118093496
Category : Business & Economics
Languages : en
Pages : 295

Book Description
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.

Creating a Private Foundation

Creating a Private Foundation PDF Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 0470884827
Category : Business & Economics
Languages : en
Pages : 226

Book Description
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.

Private Foundation Law Made Easy

Private Foundation Law Made Easy PDF Author: Bruce R. Hopkins
Publisher: John Wiley & Sons
ISBN: 0470454326
Category : Business & Economics
Languages : en
Pages : 392

Book Description
Now your foundation can be fully informed about the basic legal requirements affecting private foundations and avoid the perils lurking in nonprofit tax law traps. Private Foundation Law Made Easy clearly shows you how, with information on reaping the charitable and tax advantages of your private foundation. Filled with straightforward guidance, author Bruce Hopkins?a leading authority on the laws regulating private foundations?demystifies this topic for you and your board members with practical legal information in easy-to-understand English.

Charitable Foundations: The Essential Guide to Giving and Compliance

Charitable Foundations: The Essential Guide to Giving and Compliance PDF Author: Daniel N. Belin
Publisher:
ISBN: 9781942961116
Category : Social Science
Languages : en
Pages :

Book Description
Charitable Foundations: The Essential Guide to Giving and Compliance Foundation trustees and officers bear the legal obligation to ensure that moneys entrusted to the foundation for charitable purposes will be used for those purposes. However, highly complex statutes and regulations set forth numerous requirements and prohibitions. How can officers and trustees recognize when rules are about to be violated or know what questions to ask to elicit key information about an issue? For example, What types of grants are off limits to a charitable foundation? What steps does a charitable foundation have to take before making a grant to another foundation? What rules apply to foundations making loans to for-profit businesses? The wrong answers can be costly to the foundation, its grantees, and the general public. This highly readable book, packed with useful examples, addresses these and numerous other situations related to charitable foundations.

Family Foundation Handbook (2009)

Family Foundation Handbook (2009) PDF Author: Jerry J. McCoy
Publisher: CCH
ISBN: 9780808091776
Category : Business & Economics
Languages : en
Pages : 1024

Book Description
The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.

Foundations 101

Foundations 101 PDF Author: Stephen L. Isaacs
Publisher: Createspace Independent Publishing Platform
ISBN: 9781541177154
Category : Charities
Languages : en
Pages : 90

Book Description
For the past fifteen years, Stephen Isaacs and Paul Jellinek have been go-to advisors to foundations. They have consulted on everything from basic governance and management to strategic planning, program development, and impact assessment. Distilling more than fifty years of hands-on philanthropic experience into a short, highly readable book, the authors guide founders and leaders of foundations through many of the issues and challenges they are likely to encounter. These include the technical aspects of starting and running an effective foundation as well as critical insights about what it takes to become a truly great foundation. Indispensable for board and staff members of new and established foundations alike-and for individuals who may be considering launching a new foundation of their own-the book is available through Amazon.com and other major outlets.

The Tax Law of Private Foundations

The Tax Law of Private Foundations PDF Author: Bruce R. Hopkins
Publisher: John Wiley & Sons
ISBN: 1119804337
Category : Business & Economics
Languages : en
Pages : 228

Book Description
The Tax Law of Private Foundations, 2021 Cumulative Supplement, 5th Edition

Leap of Reason

Leap of Reason PDF Author: Mario Morino
Publisher: Mario Morino
ISBN: 098349200X
Category : Business & Economics
Languages : en
Pages : 179

Book Description
Leap of Reason is the product of decades of hard-won insights from philanthropist Mario Morino, McKinsey & Company, and top social-sector innovators. It is intended to spark the critically important conversations that every nonprofit board and leadership team should have in this new era of austerity. The authors make a convincing case that the nation's growing fiscal crisis will force all of us in the social sector to be clearer about our aspirations, more intentional in defining our approaches, more rigorous in gauging our progress, more willing to admit mistakes, more capable of quickly adapting and improving--all with an unrelenting focus on improving lives.

Beyond Charity

Beyond Charity PDF Author: Eric John Abrahamson
Publisher:
ISBN: 9780979638923
Category : Charities
Languages : en
Pages : 301

Book Description


Charity Marketing

Charity Marketing PDF Author: Fran Hyde
Publisher: Routledge
ISBN: 1000514196
Category : Business & Economics
Languages : en
Pages : 191

Book Description
Charities operate within an increasingly challenging environment, with competition for public engagement, funding and volunteers intensifying. High-profile scandals have knocked public trust and the recent Covid-19 pandemic has illustrated how important it is for charities to provide support in times of need and fill the gap left by inadequate public sector provision. Across 12 chapters a diverse group of academics and deep-thinking practitioners present contrasting perspectives and the latest thinking on the challenges within the charity sector. The approach of the book contributes to the growing phenomenon of Theory + Practice in Marketing (TPM) presenting different perspectives and theoretical lenses to stimulate debate and future research. Charity Marketing provides a bridge between the practice of contemporary nonprofit organisations, charity marketing and recent academic insight into the charity sector. Using exemplar case studies of nonprofit and charity brands, this edited volume will be of direct interest to students, academics, marketing practitioners and researchers studying and working in charities, public and nonprofit management, and marketing.