Read more
Informationen zum Autor PETER KLEIN (HUNTINGTON NY), CFA, is a Senior Vice President/Investments with UBS Financial Services. In addition, he has been the President/Treasurer of The Claire Friedlander Family Foundation since it was first established in 2008. For many years,?Klein was the financial advisor to Claire Friedlander-she entrusted her financial legacy to?Klein to perpetuate her ideals, beliefs, and concerns.?Klein has been an adjunct Professor of Graduate Finance at C.W. Post College of Long Island University. He is the author of Getting Started in Security Analysis (Wiley 2009).?Through his career,?Klein has been called upon for major television/radio appearances to discuss investment strategy, analysis, and related financial services. ANGELICA BERRIE (ENGLEWOOD NJ) is President of the Russell Berrie Foundation, which makes transformational gifts to seed innovative philanthropic ventures that express Russ Berrie's entrepreneurial spirit. After the death of her husband, NJ sales entrepreneur and philanthropist, Russell Berrie, Angelica assumed the role of CEO and Vice-Chair of the Board of Russ Berrie and Co. Inc., a global gift company listed on the New York Stock Exchange. The global gift company is best known for its lovable stuffed toys and popular products like the RUSS trolls. Angelica is also CEO of Kate's Paperie, a five-store chain of globally sourced specialty paper and gift wrap (Manhattan and Greenwich CT). Klappentext Praise for A Passion for Giving > - Andres Spokoiny, President and CEO, Jewish Funders Network > - Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation > - Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI > - Michael Leeds, Co-Chair, Harbor Glow Foundation Zusammenfassung Presents a tool for both the neophyte and the experienced philanthropist. This title is both a useful manual and a profound exploration of the core values of giving. It offers a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back. Inhaltsverzeichnis Preface xiii Acknowledgments xv Part I So You Want to Be a Philanthropist 1 Chapter 1 Estate Planning and Charitable Giving 7 Estate Planning 101 10 The Estate Planning Process 17 Case Study-Estate Planning 101 18 Summary 20 Chapter 2 Charitable Giving 21 What Is a Nonprofi t Entity? 23 Due Diligence 24 Digging Deeper 27 Donor Advised Funds (DAFs) 31 Community Foundations 37 Summary 40 Chapter 3 Starting a Private Foundation 41 The History of Private Foundations 42 Leaving a Stated Mandate for Future Generations 46 Modern History of Private Foundations 48 Creating a Private Foundation 50 Form 1023 58 Guiding Documents 59 The Mission Statement 62 Code of Ethics 64 Be Proactive and Know Your Charities 65 Summary 66 Chapter 4 Managing a Private Foundation 67 Form 990-PF 68 The Foundation's Board and Governance Issues 79 Summary 87 Chapter 5 Managing a Private Foundation-Grant Making and Operations 89 Type of Support: Periodic versus Endowments and General versus Program-Based 91 What Type of Foundation Will We Become? 93 Sourcing a Grant 97 The Acknowledgment Process 100 The Pre-Proposal Briefi ng Form (PPBF) 102 The Due Diligence Process 109 Progress Reporting and Evaluation 116 Summary 120 Chapter 6 Investment Management for Private Foundations 123 The Investment Management Process 124 "Why Is the Investment Management Process Important to Me?" 126 The Investment Committee 127 The ...
