Suche books:   





Creating a Private Foundation: The Essential Guide for Donors and Their Advisers
Roger D. Silk, James W. Lintott

Bloomberg Press, 2003 - 272 pages

average customer review:based on 4 reviews
view larger image
 for more information click here






private foundation fundamentals

The book is more for donors than advisors. I does not provide enough of the necessary essential legally technical information.


Creating Private Foundation

A great great book to give to your existing Private Foundation clients, as well as those considering their options. The book hits on several key points among many others - which are the reason to formalize your investment policy statement(IPS) and donor intent issues. The author is correct that too often good intentions fail to result in effective results. It deals with other vehicles like charitable lead trusts (CLTs) and charitable remainder trusts (CRTs) as well as donor advised and support organizations. It is a big picture book not a technical how to for the attorney!


 for more information click here









 for more information click here


Business Dealing

Excellent job, delivered prior to expected delivery date. In condition stated. Would definitely utilize again






Useful Primer

Unwitting new philantrophists sometimes end up with bureaucratic creatures that do exactly what the donor did not want. This book is full of practical advice on how to avoid unpleasant surprises if you set up a foundation of your own, such as finding out that you have no control over its activities.

It also gives a succinct review of investment problems. Foundations can potentially last for many generations. But they can easily mismanage themselves into oblivion in short order. The authors identify seven deadly investment sins.

For example, foundations don't need to frequently redeem their investments, but some mistakenly invest in liquid assets and lose returns as a result. They would be better off with non-traditional investments like private-equity, income producing real estate, hedge funds, and timber.

Many foundations fail to diversify, unwittingly taking on risk. THey start with stock from the founder's company and continue to hold a concentrated position, exposing themselves to the vagaries of that business. In 2002 the David and Lucille Packard Foundation was forced to cut its donations drastically when Hewlett-Packard stock fell.

IN short, an easy-to-read, useful guide.


 for more information click here



There are over half a million high-net-worth individuals in the United States. Already 5 percent of them have private foundations, and interest in setting up charitable organizations is on the rise--due to the estate and tax-planning advantages offered by foundations and the growing desire of many to give back to the community. Creating a Private Foundation is a straightforward and authoritative guide for individuals and families looking at the pluses and minuses of creating a foundation, as well as for the advisers who serve these high-net-worth clients. It explains the reasons for establishing a foundation, the steps for setting one up, and tips for avoiding common pitfalls. Author Roger Silk covers the ins and outs of private foundations from the perspective of both philanthropists and the professionals who work with them.


 for more information click here



hot or not?    What's your opinion?     Write a review and share your thoughts!



recommendations

Corporate Donors & Foundations ... They can help Nonprofits!




foundation

Foundations of Clinical Research: Applications to Practice (3rd ...
Therapeutic Exercise: Foundations and Techniques (Therapeutic ...
Foundations of Financial Management Text + Educational Version of ...
Foundations of Nursing in the Community: Community-Oriented Practice
Foundations of College Chemistry



essential

My Utmost for His Highest (Essential Christian Library)
Fresh Wind, Fresh Fire
Kodokan Judo: The Essential Guide to Judo by Its Founder Jigoro Kano
God Calling
Aromatherapy & Herbalism



creating

The Circle Within: Creating a Wiccan Spiritual Tradition
Smart Women Finish Rich: Canadian Edition : 9 Steps to Creating a ...
Creating Life-Like Figures in Polymer Clay: A Step-By-Step Guide
Solution Selling: Creating Buyers in Difficult Selling Markets
Creating Cool HTML 4 Web Pages



search for books
advisers, creating, donors, essential, foundation, guide, private


Impressum / about us


Suche books: