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E-book
Creating a Private Foundation: The Essential Guide for Donors and Their AdvisersISBN: 978-0-470-88482-9
E-book
224 pages
May 2010
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Introduction.
1. Philanthropy 101: The Basics of Charitable Giving.
2. Powers of Deduction: Tax Advantages of Private Foundations.
3. Advanced Planning: Combining Foundations with Charitable Lead Trusts and Charitable Remainder Trusts.
4. A Family Enterprise: Foundations and Children.
5. Carpe Diem: Set Up a Foundation While You're Still Alive.
6. Effective Foundations: The Business of Philanthropy.
7. The Endowment: Developing an Appropriate Foundation Investment Policy.
8. Developing and Implementing a Foundation Asset Allocation Policy.
9. Compliance: The Legal Do's and Don'ts.
10. Other Planned Giving Vehicles.
11. For Advisers: Building Client Assets with Private Foundations.
12. How to Select a Foundation Manager.
13. What Can You Donate to Charity?
Conclusion.
Resources.
1. Philanthropy 101: The Basics of Charitable Giving.
2. Powers of Deduction: Tax Advantages of Private Foundations.
3. Advanced Planning: Combining Foundations with Charitable Lead Trusts and Charitable Remainder Trusts.
4. A Family Enterprise: Foundations and Children.
5. Carpe Diem: Set Up a Foundation While You're Still Alive.
6. Effective Foundations: The Business of Philanthropy.
7. The Endowment: Developing an Appropriate Foundation Investment Policy.
8. Developing and Implementing a Foundation Asset Allocation Policy.
9. Compliance: The Legal Do's and Don'ts.
10. Other Planned Giving Vehicles.
11. For Advisers: Building Client Assets with Private Foundations.
12. How to Select a Foundation Manager.
13. What Can You Donate to Charity?
Conclusion.
Resources.
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