Managing Foundations and Charitable Trusts

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Praise for Managing Foundationsand Charitable Trusts "This remarkably readable, yet complete and authoritative book helps guide both novices and experts through these potentially confusing areas. Anyone who has a foundation or a CRT (or is considering one) will find it helpful." -Jerry J. McCoy, editor, Family Foundation Advisor "Roger Silk and James Lintott have unpacked the maze of giving strategies into a practical, easy-to-understand manual, which is full of examples and useful tips for both donors and advisors." -Norman F. Manley, CPA, BDO Seidman, LLP "[T]he book was both informative and entertaining to read.?I congratulate [the authors] on bringing a new resource into the world of philanthropy." -Jack Sawyer, partner, Alston & Bird LLP "Advisors will enjoy having such a 'complete summary of charitable planning techniques' in their library." -Todd S. Healy, CLU, ChFC, AEP, HealyPartners "[This book] will prove. invaluable for the guidance of donor/trustees. in management of [a] foundation or trust. ?The language employed is easilyunderstandable by nonprofessionals but is technically sufficient for the moreadvanced donor/trustee. The device of presenting and analyzing interesting cases makes this work particularly readable." -William Linkous Jr., Of Counsel, Bryan Cave LLP
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.

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Roger D. Silk

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Finance & Investments Finanz- u. Anlagewesen Personal Finance / Financial Advising Private Finanzen / Beratung Private Finanzplanung

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