Managing Foundations and Charitable Trusts - Essential Knowledge, Tools, and Techniques for Donors and Advisors (Electronic book text, 2nd Revised edition)

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 GovernanceWhen to seek additional professional helpWhen and how to turn a CRT interest into cashKey tax issuesCreating a legacyWhy 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.