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Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and
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Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors Hardback - 2011 - 2nd Edition

by Roger D. Silk; James W. Lintott

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From the publisher

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.

From the rear cover

Praise for MANAGING FOUNDATIONS AND 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 easily understandable by nonprofessionals but is technically sufficient for the more advanced donor/trustee. The device of presenting and analyzing interesting cases makes this work particularly readable."
--WILLIAM LINKOUS JR., Of Counsel, Bryan Cave LLP

Details

  • Title Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors
  • Author Roger D. Silk; James W. Lintott
  • Binding Hardback
  • Edition number 2nd
  • Edition 2
  • Pages 288
  • Volumes 1
  • Language ENG
  • Publisher Bloomberg Press
  • Publication date 2011-08
  • Features Bibliography, Dust Cover, Index, Price on Product - Canadian, Table of Contents
  • ISBN 9781118038260 / 1118038266
  • Weight 1.15 lbs (0.52 kg)
  • Dimensions 9.14 x 6.37 x 0.99 in (23.22 x 16.18 x 2.51 cm)
  • Category Business / Economics / Finance
  • Library of Congress subjects Nonprofit organizations - Management, Charitable uses, trusts, and foundations -
  • Library of Congress Catalogue Number 2011006384
  • Dewey Decimal Code 658.048

About the author

ROGER D. SILK, CEO of Sterling Foundation Management, is widely recognized as a leading expert in the field of private foundations and charitable trusts. As a founder and board member of several nonprofit organizations, former bond trader at the World Bank, and Stanford-trained PhD economist, Dr. Silk possesses a unique blend of experience, practical knowledge, and theoretical insight that has enabled him to help build Sterling Foundation Management into the market leader that it is today.

JAMES W. LINTOTT is Chairman of Sterling Foundation Management and a board member of Dean and Deluca and several private investment companies. He has over two decades of experience working with wealthy individuals and families. In addition, Mr. Lintott serves on the boards of a number of nationally recognized charities, including the Freer/Sackler Galleries of the Smithsonian Institution, the U.S.-Japan Foundation, and Best Buddies International.

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