Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors - Rilegato

Silk, Roger D.; Lintott, James W.

Rilegato

ISBN 10: 1118038266 ISBN 13: 9781118038260

Casa editrice: Bloomberg Pr, 2011

Riassunto

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.

Su questo libro

Informazioni sull?autore

ROGER D. SILK, CEO of Sterling Foundation Management, is widely recognized as a leading expert in the field of private foundations and charitable trusts. As a founder and board member of several nonprofit organizations, former bond trader at the World Bank, and Stanford-trained PhD economist, Dr. Silk possesses a unique blend of experience, practical knowledge, and theoretical insight that has enabled him to help build Sterling Foundation Management into the market leader that it is today.

JAMES W. LINTOTT is Chairman of Sterling Foundation Management and a board member of Dean and Deluca and several private investment companies. He has over two decades of experience working with wealthy individuals and families. In addition, Mr. Lintott serves on the boards of a number of nationally recognized charities, including the Freer/Sackler Galleries of the Smithsonian Institution, the U.S.-Japan Foundation, and Best Buddies International.

Dalla quarta di copertina

Establishing a private foundation is an excellent way to build a permanent legacy while helping your community and also allowing you to benefit from tax exemptions. Almost 5 percent of high-net-worth individuals have already set up foundations, and interest in setting up charitable organizations is on the rise.

But knowing where to start can present a major challenge. In Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors, Roger Silk and James Lintott provide a comprehensive guide for charitable donors and their advisors that includes coverage of the latest topics facing today's foundation builders, such as avoiding fraud, terminating charitable gifts, and tax issues.

Straightforward and authoritative, Managing Foundations and Charitable Trusts provides essential guidance that anyone thinking about setting up or advising on the establishment of a private foundation will benefit from. Covering the four approaches to philanthropy?direct gifts, supporting organizations, donor-advised funds, and private foundations?and highlighting and explaining the reasons for establishing a foundation in the first place, the steps for setting one up, and tips for avoiding common pitfalls, the book is a wealth of information on one of the hottest options for estate management available today.

Dal risvolto di copertina interno

Establishing a private foundation is anexcellent way to build a permanent legacy while helping your community and alsoallowing you to benefit from tax exemptions. Almost5 percent of high-net-worth individuals have already set up foundations, and interest in setting up charitable organizations is on the rise.

But knowing where to start can present a major challenge. In Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors, Roger Silk and James Lintott provide a comprehensive guide for charitable donors and their advisors that includes coverage of the latest topics facing today's foundation builders, such as avoiding fraud, terminating charitable gifts, and tax issues.

Straightforward and authoritative, Managing Foundations and Charitable Trusts provides essential guidance that anyone thinking about setting up or advising on the establishment of a private foundation will benefit from. Coveringthe four approaches to philanthropy?direct gifts, supporting organizations, donor-advised funds, and private foundations?and highlighting and explaining the reasons for establishing a foundation in the first place, the steps for setting one up, and tips for avoiding common pitfalls, the book is a wealth of information on one of the hottestoptions for estate management available today.

Dettagli dell?edizione

• Editore: Bloomberg Pr
• Data di pubblicazione: 2011
• Lingua: Inglese
• ISBN 10: 1118038266
• ISBN 13: 9781118038260
• Rilegatura: Copertina rigida
• Numero edizione: 2
• Numero di pagine: 262
• Contatto del produttore: non disponibile
• Persona responsabile: non disponibile