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Family Foundation Handbook (2009)

Author: Jerry J. McCoy

Publisher: CCH

Published: 2008-09

Total Pages: 1024

ISBN-13: 9780808091776

The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.

Family Foundation Handbook

Author: Jerry J. McCoy

Publisher: CCH Incorporated

Published: 2007-10

Total Pages: 940

ISBN-13: 9780808091394

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Private Foundation Handbook and Compliance Guide (2022)

Author: Clark Nuber

Publisher:

Published: 2021-12-21

Total Pages:

ISBN-13: 9780808056652

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Private Foundation Handbook and Compliance Guide provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.

Private Foundation Law Made Easy

Author: Bruce R. Hopkins

Publisher: John Wiley & Sons

Published: 2008-11-03

Total Pages: 392

ISBN-13: 0470454326

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Now your foundation can be fully informed about the basic legal requirements affecting private foundations and avoid the perils lurking in nonprofit tax law traps. Private Foundation Law Made Easy clearly shows you how, with information on reaping the charitable and tax advantages of your private foundation. Filled with straightforward guidance, author Bruce Hopkins?a leading authority on the laws regulating private foundations?demystifies this topic for you and your board members with practical legal information in easy-to-understand English.

Splendid Legacy

Author: Virginia M. Esposito

Publisher: National Center for Family philanthropy

Published: 2002-01-01

Total Pages: 258

ISBN-13: 9781929455065

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Family Foundation Handbook 2012

Author: Jerry J. McCoy

Publisher: Cch Incorporated

Published: 2011-09

Total Pages: 940

ISBN-13: 9780808028369

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The Complete Family Office Handbook

Author: Kirby Rosplock

Publisher: John Wiley & Sons

Published: 2020-11-05

Total Pages: 480

ISBN-13: 1119694094

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Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition represents the newest update to an essential series. This book prepares the members of wealthy families to collectively manage, sustain, and grow their wealth across multiple generations. It also assists professionals who advise families to better serve their needs. This book teaches those who advise family offices and wealthy families on: · How to setup, structure, and advise a family office · Current compliance, fiduciary and risk management practices for a family office · Forward-thinking investment management, estate planning, and private trust company considerations · Fresh insights on philanthropy, legacy, and impact investing · Best practices to managing family wealth education and preparing next generation owners · New insights on family governance, strategic planning, and succession · Methods to create a family constitution, mission, and vision for families and their family offices. The Complete Family Office Handbook provides the most comprehensive, current research, practical guidance, and approaches from leading family offices from around the globe and illustrates, by way of practical case studies and examples, how families can effectively manage their wealth for the long term.

Philanthropy, Heirs & Values

Author: Roy Williams

Publisher: Author's Choice Publishing

Published: 2005

Total Pages: 186

ISBN-13: 9781931741514

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Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.

Family Foundation Handbook (2015)

Author: Jerry J. Mccoy

Publisher: CCH Incorporated

Published: 2014-07-15

Total Pages: 0

ISBN-13: 9780808038443

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Creating a Private Foundation

Author: Roger D. Silk

Publisher: John Wiley & Sons

Published: 2010-05-27

Total Pages: 226

ISBN-13: 0470884827

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Imagine all you'd like to accomplish with your philanthropy. Now picture a large portion of your resources never reaching their intended use due to poor strategies, mismanagement, or unnecessary taxes. Today the opportunities in the philanthropic sector are greater and more varied than ever. Private foundations, which offer several estate and tax-planning advantages as well as unparalleled donor control, have become the vehicle of choice for more than sixty thousand individuals and families--and may be ideal for you. Creating a Private Foundation introduces the issues you need to understand and gives the big picture on how foundations work. It tells you exactly what is involved for you, for the causes you care about, for your finances and taxes, and for your heirs. Chapters address the practicalities as well as the implications of founding, funding, organizing, and operating an effective foundation, including growing its endowment, allocating its assets, and selecting professional foundation management help. Roger Silk, James Lintott, and their colleagues, leaders in the foundation consulting arena, have pooled their wisdom in this comprehensive guide for donors and your advisers. If you're looking to make a difference, there is no better guide.