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Protecting Your Legacy

Protecting Your Legacy PDF Author: Joanne Florino
Publisher:
ISBN: 9780997852639
Category :
Languages : en
Pages :

Book Description
The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.

Protecting Your Legacy

Protecting Your Legacy PDF Author: Joanne Florino
Publisher:
ISBN: 9780997852639
Category :
Languages : en
Pages :

Book Description
The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.

Protecting Donor Intent: How to Define and Safeguard Your Philanthropic Principles

Protecting Donor Intent: How to Define and Safeguard Your Philanthropic Principles PDF Author: Jeffrey Cain
Publisher: The Philanthropy Roundtable
ISBN: 0985126523
Category : Reference
Languages : en
Pages : 72

Book Description
The need for this guidebook is clear. Donors have made large gifts to charitable causes only to have the funds eventually spent on purposes they never would have supported. All too often, the trustees and staff of grantmaking institutions drift from intended goals, lose accountability, or pay insufficient attention to the principles that governed their founders' charitable giving. In some cases, assets have been put to uses that would have repelled the original benefactors, turning a generous and well-intentioned gift into a punchline. This guidebook offers detailed guidance to philanthropists who want to ensure that the assets they dedicate to charity are disbursed as they intend. It identifies common pitfalls, explains relevant tradeoffs, and describes successful strategies used by other donors. It lays a broad range of options before you, and suggests ways you can define, secure, and perpetuate your charitable intentions.

Just Giving

Just Giving PDF Author: Rob Reich
Publisher: Princeton University Press
ISBN: 0691202273
Category : Philosophy
Languages : en
Pages : 258

Book Description
The troubling ethics and politics of philanthropy Is philanthropy, by its very nature, a threat to today’s democracy? Though we may laud wealthy individuals who give away their money for society’s benefit, Just Giving shows how such generosity not only isn’t the unassailable good we think it to be but might also undermine democratic values. Big philanthropy is often an exercise of power, the conversion of private assets into public influence. And it is a form of power that is largely unaccountable and lavishly tax-advantaged. Philanthropy currently fails democracy, but Rob Reich argues that it can be redeemed. Just Giving investigates the ethical and political dimensions of philanthropy and considers how giving might better support democratic values and promote justice.

Abusing Donor Intent

Abusing Donor Intent PDF Author: Doug White
Publisher: Paragon House
ISBN: 9781557789099
Category : Law
Languages : en
Pages : 0

Book Description
It was the largest one-time amount—$35 million—anyone had ever donated to benefit a university. The Robertsons were specific about the way the money was to be used. It was intended to help Princeton's Woodrow Wilson School of Public and International Affairs focus on sending its graduates into those areas of the federal government concerned with international relations. "But the university," the son says, "was ignoring my parents' intentions." Furthermore, Princeton's administrators were "harming the country." That's not, as you might imagine, the way Princeton saw it—or sees it today. How much control over a gift does a donor have after the gift is given? How accountable is a non-profit recipient for the use of the gift? "Robertson v. Princeton may be the most important case higher education has faced over the question of honoring the wishes of the donor." Wall Street Journal "Doug White's careful and fair study of the seminal Robertson Foundation endowment litigation against Princeton University should be read by all donors and donees. As a former head of the New York State Law Department's Charities Bureau, I know donors have to have both courage and resources to enforce their rights, especially against iconic donees. Fortunately, the Robertsons had both." Bill Josephson, Former head of the Charities Bureau, New York State Attorney General's office This book is based on extensive research and interviews with leading attorneys Victoria Bjorklund and Douglas Eakeley (Princeton) and Ron Malone and Seth Lapidow (Robertson family), experts for both sides, representatives of other major nonprofits, philanthropists, and high-profile public figures including George H.W. Bush, Brent Scowcroft, Chuck Robb, and Paul Volcker.

The Cycle of the Gift

The Cycle of the Gift PDF Author: James E. Hughes, Jr.
Publisher: John Wiley & Sons
ISBN: 1118487591
Category : Business & Economics
Languages : en
Pages : 198

Book Description
A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.

United States Code

United States Code PDF Author: United States
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 1146

Book Description
"The United States Code is the official codification of the general and permanent laws of the United States of America. The Code was first published in 1926, and a new edition of the code has been published every six years since 1934. The 2012 edition of the Code incorporates laws enacted through the One Hundred Twelfth Congress, Second Session, the last of which was signed by the President on January 15, 2013. It does not include laws of the One Hundred Thirteenth Congress, First Session, enacted between January 2, 2013, the date it convened, and January 15, 2013. By statutory authority this edition may be cited "U.S.C. 2012 ed." As adopted in 1926, the Code established prima facie the general and permanent laws of the United States. The underlying statutes reprinted in the Code remained in effect and controlled over the Code in case of any discrepancy. In 1947, Congress began enacting individual titles of the Code into positive law. When a title is enacted into positive law, the underlying statutes are repealed and the title then becomes legal evidence of the law. Currently, 26 of the 51 titles in the Code have been so enacted. These are identified in the table of titles near the beginning of each volume. The Law Revision Counsel of the House of Representatives continues to prepare legislation pursuant to 2 U.S.C. 285b to enact the remainder of the Code, on a title-by-title basis, into positive law. The 2012 edition of the Code was prepared and published under the supervision of Ralph V. Seep, Law Revision Counsel. Grateful acknowledgment is made of the contributions by all who helped in this work, particularly the staffs of the Office of the Law Revision Counsel and the Government Printing Office"--Preface.

Strategic Giving

Strategic Giving PDF Author: Peter Frumkin
Publisher: University of Chicago Press
ISBN: 0226266281
Category : Business & Economics
Languages : en
Pages : 471

Book Description
The philanthropic landscape is changing dramatically as a new generation of wealthy donors seeks to leave its mark on the public sphere. Peter Frumkin reveals in Strategic Giving why these donors could benefit from having a comprehensive plan to guide their giving. And with this thoughtful and timely book, he provides the much-needed framework to understand and develop this kind of philanthropic strategy. After listening for years to scores of individual and institutional funders discuss the challenges of giving wisely, Frumkin argues here that contemporary philanthropy requires a thorough rethinking of its underlying logic. Philanthropy should be seen, he contends, as both a powerful way to meet public needs and a meaningful way to express private beliefs and commitments. He demonstrates that finding a way to simultaneously fulfill both of these functions is crucial to the survival of philanthropy and its potential to support pluralism in society. And he goes on to identify the five essential elements donors must consider when developing a philanthropic strategy—the vehicle through which giving will flow, the way impact will be achieved, the level of engagement and profile sought, the time frame for giving, and the underlying purpose of the gift. Frumkin’s point is that donors must understand strategic giving as the integration of these five critical dimensions to giving. Essential reading for donors, researchers, and anyone involved with the world of philanthropy, Strategic Giving provides a new basis for understanding philanthropic effectiveness and a promising new way for philanthropy to achieve the legitimacy that has at times eluded it.

Protecting Donor Intent

Protecting Donor Intent PDF Author: Jeffrey J. Cain
Publisher:
ISBN: 9780985126506
Category : Charitable uses, trusts, and foundations
Languages : en
Pages : 61

Book Description


Nonprofit Essentials

Nonprofit Essentials PDF Author: Diana S. Newman
Publisher: John Wiley & Sons
ISBN: 0471678465
Category : Business & Economics
Languages : en
Pages : 278

Book Description
Praise for Endowment Building "This comprehensive work shows how endowments can provide multiple opportunities for donor involvement when the solicitation program is well designed and integrated with other fund development and program goals. Emphasizing the critical ethical issues inherent in marketing and structuring endowment gifts, it is an excellent reference manual and training guide." --Joanne Scanlan, PhD, Senior Vice President for Professional Development Council on Foundations, Washington, D.C. "Endowment Building provides both practical, hands-on advice and a philosophical, inspirational framework to guide novice and experienced mission-based organizations. Given the demographic opportunities and challenges facing the nonprofit world, this book is a must-read." --Nancy Herrold Strapp, Executive Vice President and Chief Development Officer Buckhorn Children & Family Services, Louisville, Kentucky "A comprehensive guide on how to start, grow, and maintain an endowment. It shows how to put theory into practice with numerous real-life examples and success stories." --Joe Bull, Director of Planned Giving, The Ohio State University, Columbus, Ohio "After you read this book, you will know what to do and how to do it. It is a wonderful tool for new and emerging community foundations!" --Kay M. Marquet, President and CEO, Community Foundation Sonoma County, California "Endowment Building is an insightful, succinct, easy-to-read resource on building successful endowment programs. It's a well-organized guide containing practical suggestions and reminders of things development professionals know but some-times forget." --Jeff W. Smith, Vice President and Trust Counsel, Baptist Foundation of Texas, Dallas

Blood Donor Selection

Blood Donor Selection PDF Author: World Health Organization
Publisher:
ISBN: 9789241548519
Category : Medical
Languages : en
Pages : 0

Book Description
The WHO guidelines on assessing donor suitability for blood donation have been developed to assist blood transfusion services in countries that are establishing or strengthening national systems for the selection of blood donors. They are designed for use by policy makers in national blood programmes in ministries of health, national advisory bodies such as national blood commissions or councils, and blood transfusion services.