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Author: Roy Williams
Publisher: Author's Choice Publishing
Published: 2005
Total Pages: 186
ISBN-13: 9781931741514
DOWNLOAD EBOOK →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.
Author: Roy Orville Williams
Publisher: Author's Choice Publishing
Published: 2003
Total Pages: 208
ISBN-13: 9781931741316
DOWNLOAD EBOOK →Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Author: Charles W. Collier
Publisher:
Published: 2006
Total Pages: 132
ISBN-13:
DOWNLOAD EBOOK →This book by Harvard's former senior philanthropic advisor addresses many of the questions of concern to families of wealth, including ways to teach family values through philanthropy.
Author: Daniel Nigito
Publisher: John Wiley & Sons
Published: 2009-09-11
Total Pages: 304
ISBN-13: 0470557095
DOWNLOAD EBOOK →A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
Author: Sharna Goldseker
Publisher: John Wiley & Sons
Published: 2017-10-02
Total Pages: 336
ISBN-13: 1119422817
DOWNLOAD EBOOK →An insider’s guide to the coming philanthropic revolution Meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe their ambitious plans to revolutionize giving so it achieves greater impact. And learn how to help them succeed in a world that needs smart, effective donors now more than ever. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. They want to disrupt the traditional world of charitable giving, and they want to do so now, not after they retire to a life of philanthropic leisure. Generation Impact pulls back the curtain on these rising leaders and their “Impact Revolution,” offering both extensive firsthand accounts and expert analysis of the hands-on, boundary-pushing, unconventional strategies next gen donors are beginning to pursue. This fascinating book also shows another side of the donors in Generation Impact: they want to respect the past even as they transform the future. They are determined to honor the philanthropic legacies and values they’ve inherited by making big giving more effective than ever before. If they succeed, they can make historic progress on causes from education to the environment, from human rights to health care. Based on years of research and close engagement with next gen donors, Generation Impact offers a unique profile of the new faces of philanthropy. Find out, directly from them: How they want to revolutionize giving to expand its positive impact on our lives and our communities. Which causes interest them, how they want to engage with those causes … and, perhaps more important, how they do not want to engage. Which new tools and strategies for change excite them most. What they are learning from previous generations, and what they want to bring to their work alongside those generations. How we can all ensure their historic potential is channeled in ways that make our world better. The Impact Revolution will be messy, but it could also result in solutions for some of our most persistent problems. Generation Impact offers targeted, practical advice to parents, families, and their advisors, as well as nonprofit professionals—those who work closest with these next gen donors—on how to engage, nurture, and encourage them as they reshape major giving and make their mark on history. Help them channel their enthusiasm—and their wealth—to make the most positive difference in a world with such great need.
Author: Claude N. Rosenberg
Publisher: St. Martin's Press
Published: 1994
Total Pages: 224
ISBN-13: 9780316757416
DOWNLOAD EBOOK →"Expertly reasoned and meticulously researched, Wealthy and Wise shows us how we can convert tax-deductible contributions to great reward at little or no personal risk. Rosenberg provides a detailed plan for transforming our troubled communities and improving our lives, and the lives of all Americans, by learning simple strategies for more effective giving. In addition to teaching people of all tax brackets how to cultivate constructive financial habits, this innovative guide will tell you everything you need to know to turn your philanthropic contributions into the soundest investments of all, including: how to calculate what you can realistically afford to give, and where to consider giving it; how to contribute most effectively within your own area of interest, and how to assess where your money is going; how to promote leadership locally; how to estimate your needs over short and long periods of time; how to plan bequests to your children and to charities; how to stop depriving yourself, and allay anxieties over dipping into capital, by learning a new definition of surplus money; how to diversify assets to protect financial investments; how to establish cushions against unforeseen financial problems; and how to plot your own lifelong financial statement and chart goals for personal wealth and intelligent gifting.".
Author: Mark Weber
Publisher:
Published: 2021-08-30
Total Pages:
ISBN-13: 9780999090725
DOWNLOAD EBOOK →Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value.
Author: Judy A. Trego
Publisher: Tate Publishing
Published: 2009-09
Total Pages: 124
ISBN-13: 1606969811
DOWNLOAD EBOOK →Author Judy Trego has written "the" guide on values-based philanthropy. Based on the belief that we are born with an innate sense of purpose and the ability to lead with a heart of compassion, "Gain the World and Keep Your Soul" teaches you how to give back to your community through social entrepreneurship. It provides tips for creating success and will help people align their giving with personal passions and mission. Using insights she has gained through years of working in the non-profit, public, and private sectors, the author also offers advice on creating a strategic plan for giving. The mission and values-based strategies for giving found in "Gain the World and Keep Your Soul" will help shape not only your future but your family's future as well. Judy Trego has been a resident of Deschutes County for 15 years. She is employed as a Constituent Services Manager in an Oregon Congressman's district office. Judy is the current President of the Heart of Oregon Corps and serves on the Board of Directors for the Deschutes County Commission on Children and Families. Prior to that she served the Community Action Team of Sisters as Advocate and Chair and focused on poverty reduction projects at the local and regional level. Judy was appointed and elected to the Sisters City Council where she served as Council President. She served as former Vice-Chair of the Central Oregon Intergovernmental Council and board member for the Central Oregon Community Investment Board. Judy has been married for 25 years, has two grown children and two grandchildren. A portion of the proceeds from this book will be donated to the National Trust for Historic Preservation.
Author: Dwight F. Burlingame
Publisher: Jossey-Bass
Published: 2004-04-13
Total Pages: 132
ISBN-13:
DOWNLOAD EBOOK →At the Sixteenth Annual Symposium on Philanthropy in August 2003, scholars, donors, fundraisers, and other practitioners came together to discuss and reflect on issues facing donors and donees in the philanthropic relationship. The authors is this volume examine subjects ranging from the role of ethics in philanthropic agencies to challenges in giving, financial and grant-making skills, how to transform philanthropy, the importance of the estate tax, intergenerational learning and volunteering, and the health benefits of giving. The common focus is on the role of and value of philanthropy throughout the lifetime and across the generations. This is the 42nd issue of the quarterly report series New Directions for Philanthropic Fundraising.
