Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits
- ISBN-10
- 1662904606
- ISBN-13
- 9781662904608
- Category
- Business & Economics
- Pages
- 96
- Language
- English
- Published
- 2021-04-26
- Publisher
- Gatekeeper Press
- Author
- John Paul Phaup
Description
Written specifically for nonprofit trustees, professionals, students, and donors creating foundations and endowments, this book teaches investment, governance, and planned giving management for nonprofit, philanthropic, and civic organizations. Much of this information also applies to retirement investing and estate planning. With nearly 30 years of experience as a financial advisor, foundation trustee, and adjunct professor, John Paul Phaup provides a needed and easy to understand tutorial about how to raise and invest donor money for long-term, sustainable revenue. After reading this book, you will be able to: • Define the income distribution requirements of foundations and endowments and why they receive special tax treatment • Understand financial markets and the profound importance of inflation and interest rates • Construct a Growth and Income portfolio using cash, bonds, and stocks according to modern portfolio theory • Fulfill fiduciary duties by following the 7 Standards of Care and create an Investment Policy Statement • Describe donor tax motivations and manage financial strategies utilizing your nonprofit tax-exempt status • Implement a Planned Giving campaign focusing on assets in transition—assets transferring at death and liquidity-generating business transactions. This book provides a new description to promote attention to the monetary function of foundations and endowments, otherwise known as Agencies of Cash Flow.
Get the book
Similar books
-
Taxation for Decision Makers, Binder Ready Version
By Shirley Dennis-Escoffier, Karen A. Fortin[LO 8.2] The Timberlake Corporation has an opportunity to sell its manufacturing facility to Carroll Corporation for $4,500,000. The property has a basis of ...
-
Taxation for Decision Makers, 2019 Edition
By Shirley Dennis-Escoffier, Karen A. Fortin[LO 9.2] The Timberlake Corporation has an opportunity to sell its manufacturing facility to Carroll Corporation for $4,500,000. The property has a basis of ...
-
Taxation for Decision Makers, 2020
By Shirley Dennis-Escoffier, Karen A. Fortin[LO 9.2] The Timberlake Corporation has an opportunity to sell its manufacturing facility to Carroll Corporation for $4,500,000. The property has a basis of ...
-
Keeping House in Lusaka
By Karen Tranberg Hansen1934. Memorandum on the Native Tribes and Tribal Areas of Northern Rhodesia . Lusaka : Government Printer . Timberlake , Michael , ed . 1985.
-
Encyclopedia of Community: From the Village to the Virtual World
By DAVID LEVINSON, KAREN CHRISTENSENTimberlake, L. (1987). Only one Earth. London: BBC Books: Earthscan. Tinker, I. (1987). Street foods: Testing assumptions about informal sector by women and ...
-
Taxation for Decision Makers 2006
By Shirley Dennis-Escoffier, Karen FortinThe Timberlake Corporation has an opportunity to sell its manufacturing facility to Carroll Corporation for $ 4,500,000 . The property has a basis of ...
-
Handbook of Organizational Performance: Behavior Analysis and Management
By William K Redmon, Thomas C Mawhinney, Carl Merle JohnsonTimberlake (1980, 1984) promulgated a behavioral-regulation analysis of learned performance that emphasizes the importance of behavioral.
-
Money and the Rule of Law: Generality and Predictability in Monetary Institutions
By Peter J. Boettke, Alexander William Salter, Daniel J. Smith190; Timberlake 1993, pp. 356–357). By increasing fiscal expenditures, President Carter may have successfully cornered the Fed into delaying tighter ...
-
Economic Politics: The Costs of Democracy
By William R. Keech, William R Keech( Timberlake , 1993 , p . 4 ) The same was true of the second Bank of the United States , which was chartered in 1816. However , under the leadership of ...
-
Handbook of Organizational Performance: Behavior Analysis and Management
By William K Redmon, Thomas C Mawhinney, Carl Merle JohnsonSchlinger, H. and Blakely, E. (1987). Function-altering effects of ... Timberlake, W. and Allison, J. (1974). Response deprivation: An empirical 48 HANDBOOK ...