A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation

A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation

by Peter J. Klein Angelica J. Berrie
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ISBN:
9781118023877
Publisher:
John Wiley & Sons Inc
Publication Date:
January 11, 2012
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Overview
"A Passion for Giving is divided into two sections--the first describes the "How To" with respect to developing a philanthropic effort (from a CRT to a private foundation and everything in between). This section starts with the genesis of charitable giving--the estate plan--and covers the different vehicles one considers when searching for a means for their charitable intentions. It also covers the mechanics of establishing and managing a private foundation--discussing such areas as family involvement, day-to-day management, investment coordination and management, governance and perpetuity vs. sunsetting. The second section of the book gives the reader a "case study" of 5-6 existing private foundations--what their missions are, how they operate, their successes and failures along the way--vignettes that speak to their passions for giving"--