Managing Foundations And Charitable Trusts
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Managing Foundations and Charitable Trusts
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
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.
Foundations 101
Author: Stephen L. Isaacs
language: en
Publisher: Createspace Independent Publishing Platform
Release Date: 2017-03-16
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.