Pay-out Policies and Investment Planning for Foundations PDF Download
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Author: Donald W. Trotter (C.F.A.)
Publisher:
ISBN:
Category : Charitable uses, trusts, and foundations
Languages : en
Pages : 45
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Book Description
Author: Donald W. Trotter (C.F.A.)
Publisher:
ISBN:
Category : Charitable uses, trusts, and foundations
Languages : en
Pages : 45
Get Book Here
Book Description
Author: Lawrence E. Kochard
Publisher: John Wiley & Sons
ISBN: 0470122331
Category : Business & Economics
Languages : en
Pages : 325
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Book Description
In Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today’s foundation and endowment community—chronicling their experiences, investment philosophies, and the challenges they face—and shares important lessons that can be used as you go about your own investment endeavors.
Author: Raymond R. Reilly
Publisher:
ISBN: 9780877122197
Category : Charitable uses, trusts, and foundations
Languages : en
Pages : 54
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Book Description
Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 0470884827
Category : Business & Economics
Languages : en
Pages : 226
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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.
Author: Donald W. Trotter (C.F.A.)
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 76
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Book Description
Author: Lester M. Salamon
Publisher:
ISBN:
Category : Science
Languages : en
Pages : 100
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Book Description
Author: Frank L. Ellsworth
Publisher: John Wiley & Sons
ISBN: 0471460397
Category : Business & Economics
Languages : en
Pages : 336
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Book Description
A foundation insider's guide to financial management challenges and solutions Foundation Management represents the only single-volume reference to cover tried and true and emerging financial planning and management issues-in both the domestic and foreign sectors-affecting philanthropic foundations. A companion to Frank Ellsworth and Joe Lumarda's From Grantmaker to Leader: Emerging Strategies for 21st Century Foundations, this comprehensive survey not only provides practitioners with a better understanding of the changing financial, legal, and international landscape, but also delivers targeted operational management strategies. Topics covered include: European foundations Nongovernment organizations in Asia U.S. and Mexican relations foundations The relationship between the IRS and philanthropic foundations The roles of lawyers, accountants, and investment professionals Extensive interviews with key industry insiders supplement the commentary throughout. Trustees, CEOs, CFOs, members of investment committees, tax and estate-planning professionals, and program officers will find Foundation Management to be an indispensable resource.
Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 1118093496
Category : Business & Economics
Languages : en
Pages : 295
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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.
Author: Akash Deep
Publisher:
ISBN:
Category :
Languages : en
Pages : 28
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Book Description
One of the few regulations that all private foundations in the United States face is the requirement that they spend in grants and administrative expenses at least 5 percent of the value of their endowment. This number remains less a product of economic reasoning than three decades old political bargaining. The decision about how much to pay out in grants is a critical one because, across the entire foundation field, every one percent increase in the annual payout rate of all foundations translates into approximately $4 billion in new grant funds for the nonprofit sector. Given the stakes that are at issue, foundations must give serious thought to the question of how much should be given away today and how much should be saved for the future. Pulling at foundations as they deliberate over this complex issue are compelling arguments for a higher payout rate and a strong case for a low payout rate. This paper lays out the arguments on both sides of the payout debate. We then draw on a new dataset on foundation financial management to examine how a group of large and influential foundations has resolved the payout decision over the past two and half decades. After finding a remarkable convergence in foundation payout behavior, we explore several possible explanations for this behavior. We conclude by exploring policy alternatives to the long-standing 5 percent minimum payout rule and why a revisiting of this thirty-year old public policy is in order.
Author: Frank L. Ellsworth
Publisher: Wiley
ISBN: 0471449458
Category : Business & Economics
Languages : en
Pages : 268
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Book Description
FROM GRANTMAKER TO LEADER The past one hundred years has borne witness to an extraordinary revolution in the constitution and activities of philanthropic foundations. The evolution of the governance of foundations-from founder to family to professionals to institutions-has necessarily altered the role that foundations play within a society. As community foundations, for example, strengthen the essential communal fabric and help all organizations gain a financial foothold, they find themselves at times in conflict with commercial gift funds, whose transactional nature between the donor and the organization stimulates philanthropy in a wholly different fashion. From Grantmaker to Leader: Emerging Strategies for 21st Century Foundations takes stock of this shifting landscape, presenting bold leadership strategies for directing philanthropic organizations into the unchartered waters of the future. Seasoned foundation executives Frank Ellsworth and Joseph Lumarda assemble an all-star roster of insider contributors, dividing their trenchant study into three sections. "From Carnegie to Gates: The Changing Faces and Needs of Philanthropy" examines the history of family and community foundations and how the turmoil of the "New Economy" will affect these organizations in the future. Section Two, "The Foundation's New Reach: The Emerging Role of Leader, Communicator, and Facilitator of Change" addresses the critical responsibility of effectively articulating a foundation's message, showing how messages can successfully penetrate the media. Finally, the third section "Building the Foundation Board of the 21st Century: Diversity and Strategic Planning" analyzes all aspects of foundation boards of directors, including their makeup, responsibilities, backgrounds, necessary diversity, and the role of boards in foundation planning. Throughout all three sections, From Grantmaker to Leader tackles all the critical issues facing philanthropic foundations today, such as: * Transfer of wealth * Legislative concerns * IRS audits * The role of foundations in public policy issues, such as campaign spending * Accountability * Planned giving * Assessment of the effectiveness of giving * Socially responsible investment and social return on investment Even as the very nature of foundations has changed, a fundamental question remains: will philanthropies play a more pervasive role in society's future or will their influence forever remain elitist and selective? Writing directly for trustees, practitioners, foundation CEOs and CFOs, and every philanthropic professional, Ellsworth and Lumarda make the convincing case that foundations matter more than ever, offering proven strategies for philanthropic success. FRANK L. ELLSWORTH is a vice president at Capital Research and Management Company, where he oversees and coordinates programs and services to endowments in Los Angeles. JOSEPH LUMARDA is the Executive Vice President of External Affairs for the California Community Foundation in Los Angeles.
