The insider's guide to charitable organizations for donors andtheir advisors
Do you know when to use a private foundation, a donor-advisedfund, or a charitable remainder trust or other charitable vehicle?Do you know the different tax benefits, limitations, and controlrules for each alternative? Do you have an appropriate investmentpolicy for your endowed charities? Do you have a rubric foravoiding fraud? Do you know what to look for to make sure that yourcharitable 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 forcharitable donors and their advisers. Additional topicsinclude:
* 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 andCharitable Trusts is a handy, easy-to-read guide that alldonors and their advisors will want to keep on hand.
Reihe
Auflage
Sprache
Verlagsgruppe
Produkt-Hinweis
Dateigröße
ISBN-13
978-1-118-09349-8 (9781118093498)
Schweitzer Klassifikation
Roger D. Silk, CEO of Sterling Foundation Management, is widelyrecognized as a leading expert in the field of private foundationsand charitable trusts. As a founder and board member of severalnonprofit organizations, former bond trader at the World Bank, andStanford-trained PhD economist, Dr. Silk possesses a unique blendof experience, practical knowledge, and theoretical insight thathas enabled him to help build Sterling Foundation Management intothe market leader that it is today.
James W. Lintott is Chairman of Sterling Foundation Managementand a board member of Dean and Deluca and several privateinvestment companies. He has over two decades of experience workingwith wealthy individuals and families. In addition, Mr. Lintottserves on the boards of a number of nationally recognizedcharities, including the Freer/Sackler Galleries of the SmithsonianInstitution, the U.S.-Japan Foundation, and Best BuddiesInternational.