Creating a Private Foundation

Creating a Private Foundation PDF

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.

Managing Foundations and Charitable Trusts

Managing Foundations and Charitable Trusts PDF

Author: Roger D. Silk

Publisher: John Wiley & Sons

Published: 2011-08-09

Total Pages: 295

ISBN-13: 1118038266

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The insider's guide to charitable organizations for donors and their advisors Do 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 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 and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.

The Family Fund (Routledge Revivals)

The Family Fund (Routledge Revivals) PDF

Author: Jonathan Bradshaw

Publisher: Routledge

Published: 2015-06-03

Total Pages: 251

ISBN-13: 1317587952

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In The Family Fund, first published in 1980, Bradshaw discusses the introduction of The Family Fund- a grant given to families in response of the discovery of the damages caused by the Thalidomide drug. He examines all aspects of the Fund including its origins, aims, publicity and its future. This text is ideal for students of sociology.

Family Foundation Handbook

Family Foundation Handbook PDF

Author: Jerry J. McCoy

Publisher:

Published: 2005-10

Total Pages: 752

ISBN-13: 9780808013938

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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.

Interfund Lending in Mutual Fund Families

Interfund Lending in Mutual Fund Families PDF

Author: Vikas Agarwal

Publisher:

Published: 2018

Total Pages: 68

ISBN-13:

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The Investment Company Act of 1940 restricts interfund lending and borrowing within a mutual fund family, but families can apply for regulatory exemptions to participate in such transactions. We find that the monitoring mechanisms and investment restrictions influence the family's decision to apply for the interfund lending programs. We document several benefits of such programs for equity funds. First, participating funds reduce cash holdings and increase investments in illiquid assets. Second, fund investors exhibit less run-like behavior. Third, it helps mitigate asset fire sales after extreme investor redemptions. Offsetting these benefits, money market funds in participating families experience investor outflows.

A Single Door

A Single Door PDF

Author: Caroline Glendinning

Publisher: Routledge

Published: 2015-12-22

Total Pages: 218

ISBN-13: 1317360583

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First published in 1986, this study explores the increased public concern with policies of ‘community care’ and their effects on informal carers, at that time. It looks at the widespread evidence that one particular group of informal carers- parents looking after their severely disabled child- lack information, advice and a co-ordinated pattern of supporting services. The author, who carried out research on disabled children and their families for a number of years, describes in detail a low-cost experimental project in which specialist social workers set out to remedy these shortcomings. Drawing on the results of this particular study, the author argues strongly for widespread assignment of ‘key’ social workers to this and other groups of informal carers. Despite being written in the mid-1980s, this book discusses topic that will still be of interest and use today.