A passion for giving: tools and inspiration for creating a charitable foundation

INDICE: Preface Acknowledgments Part I Introduction So You Want to Be a Philanthropist Chapter 1 Estate Planning and Charitable Giving Estate Planning 101 The Probate Process Gifting Techniques and More Advanced Estate Planning TheEstate Planning Process Case StudyEstate Planning 101 Summary Chapter 2 Charitable Giving What is a Nonprofit Entity? Due Diligence Digging Deeper Donor Advised Funds (DAF) The History of Donor Advised Funds Community Foundations Summary Chapter 3 Starting a Private Foundation The History of Private Foundations Leaving a Stated Mandate for Future Generations Modern History of Private Foundations Creating a Private Foundation The 1023 Form Guiding Documents The Statement of Values The Statement of Donor Intent The Mission Statement Code of Ethics Be Proactive Grant Making and Operations Type of Support: Periodic Versus Endowments and General Versus Program-Based What Type of Foundation Will WeBecome? Sourcing a Grant The Acknowledgment Process The Pre-Proposal BriefingForm (PPBF) The Due Diligence Process Progress Reporting and Evaluation Summary Chapter 6 Investment Management for Private Foundations The Investment Management Process Why is The Investment Management Process Important to Me? The Investment Committee The Investment Policy Statement Return Objectives Risk Tolerance Liquidity Constraint Time Horizon Legal Issues Tax Issues Unique IssuesAddendums to the Investment Policy Statement Asset Allocation Model StrategicAsset Allocation Vs. Tactical Asset Allocation Manager Search and Implementation Phase Core-Satellite Approach Communication Summary Part II Introduction APassion for Giving Lessons in Philanthropy Chapter 7 The Gift Philanthropy asthe Gift of Who You Are Giving Begins with the Self What Are You Most Passionate About? The Greatest Gift Summary Chapter 8 Purpose Ken Behring's Story Introduction by Glen MacDonald, President of the Wealth and Giving Forum 'Somebody Told Me about the Word Purpose' by Ken Behring Summary Resources Chapter 9 The Gifted Giver Lessons from Peter Karoff (Chairman and Founder of The Philanthropic Initiative) with Insights from Joel Fleishman (Professor of Law & Public Policy at Duke University) The Philanthropic Learning Curve Level One - You Become a Donor Level Two - You Decide to Get Organized Level Three - You Become a Learner Level Four - You Become Issue and Results Oriented Level Five - Your Philanthropy is Leveraged Level Six - Alignment Ambitious Goals and BIG Ideas The Gifted Giver A Gift of Energy A Gift of Truth Telling A Gift of RespectA Gift of Love A Gift of Justice A Gift of Opportunity A Gift of High Expectations A Gift of Courage The Transformational Gain of Giving Summary Resources Peter Karoff's Reading List Books by Peter Karoff Additional Articles of Interest Other Reso

• ISBN: 978-1-118-02387-7
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 288
• Fecha Publicación: 18/01/2012
• Nº Volúmenes: 1
• Idioma: Inglés