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

Description

The insider's guide to charitable organizations for donors and their advisorsDo 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 GovernanceWhen to seek additional professional helpWhen and how to turn a CRT interest into cashKey tax issuesCreating a legacyWhy 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.Content: Chapter 1 The Basics of Charitable Giving (pages 1–19): Chapter 2 Tax Incentives and Limitations (pages 21–31): Chapter 3 Charitable Planning and Taxes (pages 33–42): Chapter 4 Planning with Charitable Lead Trusts and Charitable Remainder Trusts (pages 43–52): Chapter 5 Foundations and Children (pages 53–59): Chapter 6 Benefits of Giving While You're Still Alive (pages 61–70): Chapter 7 Effective Foundations: The Business of Philanthropy (pages 71–99): Chapter 8 The Road to Hell: Beware of Unintended Consequences (pages 101–111): Chapter 9 Developing an Appropriate Foundation Investment Policy (pages 113–121): Chapter 10 Developing and Implementing a Foundation Asset Allocation Policy (pages 123–139): Chapter 11 Main Themes in Legal Compliance (pages 141–151): Chapter 12 Fraud, Inflation, and Market Risk (pages 153–182): Chapter 13 Other Planned Giving Vehicles (pages 183–193): Chapter 14 Donor?Advised Funds (pages 195–200): Chapter 15 Building Assets with Charitable Planning (pages 201–208): Chapter 16 How to Select a Foundation Manager (pages 209–212): Chapter 17 What Can You Donate to Charity? (pages 213–225): Chapter 18 When the Shoe No Longer Fits (pages 227–243):