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    1. Ekonomi och Ledarskap
    2. Företagsekonomi
    3. Organisation och ägarskap

    Passion for Giving

    Tools and Inspiration for Creating a Charitable Foundation

    AvPeter Klein,Angelica Berrie

    Inbunden, Engelska, 2012

    543 kr

    Beställningsvara. Skickas inom 5-8 vardagar. Fri frakt över 249 kr.

    Beskrivning

    Praise for A Passion for Giving "Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift."–Andres Spokoiny, President and CEO, Jewish Funders Network "Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie."–Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation "This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back. The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor."–Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI "I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation."–Michael Leeds, Co-Chair, Harbor Glow Foundation

    Produktinformation

    • Utgivningsdatum:2012-02-10
    • Mått:160 x 236 x 28 mm
    • Vikt:513 g
    • Format:Inbunden
    • Språk:Engelska
    • Antal sidor:320
    • Förlag:John Wiley & Sons Inc
    • ISBN:9781118023877

    Utforska kategorier

    • Organisation och ägarskap inom Ekonomi och Ledarskap

    Mer om författaren

    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).

    Innehållsförteckning

    • Preface xiii Acknowledgments xvPart I So You Want to Be a Philanthropist 1Chapter 1 Estate Planning and Charitable Giving 7Estate Planning 101 10The Estate Planning Process 17Case Study—Estate Planning 101 18Summary 20Chapter 2 Charitable Giving 21What Is a Nonprofi t Entity? 23Due Diligence 24Digging Deeper 27Donor Advised Funds (DAFs) 31Community Foundations 37Summary 40Chapter 3 Starting a Private Foundation 41The History of Private Foundations 42Leaving a Stated Mandate for Future Generations 46Modern History of Private Foundations 48Creating a Private Foundation 50Form 1023 58Guiding Documents 59The Mission Statement 62Code of Ethics 64Be Proactive and Know Your Charities 65Summary 66Chapter 4 Managing a Private Foundation 67Form 990-PF 68The Foundation’s Board and Governance Issues 79Summary 87Chapter 5 Managing a Private Foundation—Grant Making and Operations 89Type of Support: Periodic versus Endowments and General versus Program-Based 91What Type of Foundation Will We Become? 93Sourcing a Grant 97The Acknowledgment Process 100The Pre-Proposal Briefi ng Form (PPBF) 102The Due Diligence Process 109Progress Reporting and Evaluation 116Summary 120Chapter 6 Investment Management for Private Foundations 123The Investment Management Process 124“Why Is the Investment Management Process Important to Me?” 126The Investment Committee 127The Investment Policy Statement 130Addendums to the Investment Policy Statement 145Manager Search and Implementation Phase 150Communication 152Summary 155Part II A Passion for Giving 157Lessons in PhilanthropyChapter 7 The Gift 165Philanthropy as the Gift of Who You Are Giving Begins with the Self 165What Are You Most Passionate About? 166The Greatest Gift 168Summary 169Chapter 8 Purpose 171Ken Behring’s StoryIntroduction by Glen Macdonald, President of the Wealth and Giving Forum 171“Somebody Told Me about the Word Purpose” by Ken Behring 174Summary 179Resources 180Chapter 9 The Gifted Giver 181Lessons from Peter Karoff (Chairman and Founder of The Philanthropic Initiative) with Insights from Joel Fleishman (Professor of Law and Public Policy at Duke University)The Philanthropic Learning Curve 182Ambitious Goals and Big Ideas 183The Gifted Giver 187The Transformational Gain of Giving 190Summary 191Resources 192Chapter 10 The Power of One 195Lessons from Lisa Nigro (the Inspiration Corporation) and Chip Paillex (America’s Grow-a-Row)The Inspiration Corporation 196America’s Grow-a-Row 199Summary 203Resources 203Chapter 11 The Feminine Principle—Women Leading through Philanthropy 205Lessons from Peggy Dulany (Founder of Synergos Institute), Ellen Remmer (President and CEO of the Philanthropic Initiative), and Monica Winsor (Vice Chair, Women Moving Millions)Women as Change Agents 206Peggy Dulany’s Story 208Ellen Remmer: How Women Are Transforming Philanthropy 211Monica Winsor’s Story 212Summary 215Resources 215Chapter 12 Empowering the Next Generation 217Lessons from Sharna Goldseker (Vice President, Andrea and Charles Bronfman Philanthropies, and Director of 21/64), Ruth Cummings (Chair, the Nathan Cummings Foundation), and Lance Lindblom (President and Chief Executive Officer, the Nathan Cummings Foundation)Sharna Goldseker’s Story 217Four Generations of Giving: Lessons from the Nathan Cummings Foundation 221Summary 232Chapter 13 Philanthropists as Explorers 233Lessons from Scott McVay (Founding Executive Director of the Geraldine R. Dodge Foundation, and 16th President of Chautauqua Institution), Aimee Morgana (Founder of the N’kisi Institute), and Paul Winter (Founder of Music of the Earth, Inc.)Scott McVay’s Story 234The Journey of Discovery: Aimee Morgana’s Story 236The Grand Symphony of Life: Paul Winter’s Story 238Summary 241Resources 242Chapter 14 The Journey from Doing Good to Making Change 243Lessons from Christine DeVita (President, the Wallace Foundation)A Passion for Learning and the Arts 243Learning from Mistakes 245Strategy and Listening to Feedback 246Summary 248Resources 249Chapter 15 Heart and Soul 251Lessons from Amy Goldman (Chair and Executive Director of the GHR Foundation), and Lynn Schusterman (Chair of the Charles and Lynn Schusterman Family Foundation)Amy Goldman’s Story: Interfaith in Action 251Lynn Schusterman’s Story: Three Thousand Years of Jewish Giving 255Summary 258Chapter 16 The Philanthropic Journey 259A Vision for Change 259Summary 262Resources 262About the Authors 263About the Participants 267Index 287