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

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

Label
A Passion for Giving : Tools and Inspiration for Creating a Charitable Foundation
Title
A Passion for Giving
Title remainder
Tools and Inspiration for Creating a Charitable Foundation
Creator
Contributor
Subject
Genre
Language
eng
Summary
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
Cataloging source
MiAaPQ
http://library.link/vocab/creatorName
Klein, Peter
Dewey number
3361.7/632068
LC call number
KF740 -- .K57 2012eb
Literary form
non fiction
Nature of contents
dictionaries
http://library.link/vocab/relatedWorkOrContributorName
Berrie, Angelica
http://library.link/vocab/subjectName
  • Charitable uses, trusts, and foundations -- United States -- Popular works
  • Endowments -- United States
Label
A Passion for Giving : Tools and Inspiration for Creating a Charitable Foundation
Link
https://ebookcentral.proquest.com/lib/oulaw/detail.action?docID=817967
Instantiates
Publication
Copyright
Carrier category
online resource
Carrier category code
cr
Carrier MARC source
rdacarrier
Color
multicolored
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
  • Intro -- A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation -- Contents -- Preface -- Acknowledgments -- Part I: So You Want to Be a Philanthropist -- Chapter 1: Estate Planning and Charitable Giving -- Estate Planning 101 -- The Estate Planning Process -- Case Study-Estate Planning 101 -- Summary -- Chapter 2: Charitable Giving -- What Is a Nonprofit Entity? -- Due Diligence -- Digging Deeper -- Donor Advised Funds (DAFs) -- Community Foundations -- Summary -- Chapter 3: Starting a Private Foundation -- The History of Private Foundations -- Leaving a Stated Mandate for Future Generations -- Modern History of Private Foundations -- Creating a Private Foundation -- Form 1023 -- Guiding Documents -- The Mission Statement -- Code of Ethics -- Be Proactive and Know Your Charities -- Summary -- Chapter 4: Managing a Private Foundation -- Form 990-PF -- The Foundation's Board and Governance Issues -- Summary -- Chapter 5: Managing a Private Foundation-Grant Making and Operations -- Type of Support: Periodic versus Endowments and General versus Program-Based -- What Type of Foundation Will We Become? -- Sourcing a Grant -- The Acknowledgment Process -- The Pre-Proposal Briefing Form (PPBF) -- The Due Diligence Process -- Progress Reporting and Evaluation -- Summary -- Chapter 6: Investment Management for Private Foundations -- The Investment Management Process -- Why Is the Investment Management Process Important to Me? -- The Investment Committee -- The Investment Policy Statement -- Addendums to the Investment Policy Statement -- Manager Search and Implementation Phase -- Communication -- Summary -- Part II: A Passion for Giving Lessons in Philanthropy -- Chapter 7: The Gift: Philanthropy as the Gift of Who You Are -- Giving Begins with the Self -- What Are You Most Passionate About? -- The Greatest Gift -- Summary
  • Chapter 8: Purpose: Ken Behring's Story -- Introduction by Glen Macdonald, President of the Wealth and Giving Forum -- Somebody Told Me about the Word Purpose" by Ken Behring -- Summary -- Resources -- Chapter 9: The Gifted Giver: Lessons 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 -- Ambitious Goals and Big Ideas -- The Gifted Giver -- The Transformational Gain of Giving -- Summary -- Resources -- Chapter 10: The Power of One: Lessons from Lisa Nigro (the Inspiration Corporation) and Chip Paillex (America's Grow-a-Row) -- The Inspiration Corporation -- America's Grow-a-Row -- Summary -- Resources -- Chapter 11: The Feminine Principle-Women Leading through Philanthropy: Lessons 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 -- Peggy Dulany's Story -- Ellen Remmer: How Women Are Transforming Philanthropy -- Monica Winsor's Story -- Summary -- Resources -- Chapter 12: Empowering the Next Generation: Lessons 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 -- Four Generations of Giving: Lessons from the Nathan Cummings Foundation -- Summary -- Chapter 13: Philanthropists as Explorers: Lessons 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 -- The Journey of Discovery: Aimee Morgana's Story -- The Grand Symphony of Life: Paul Winter's Story -- Summary -- Resources -- Chapter 14: The Journey from Doing Good to Making Change: Lessons from Christine DeVita (President, the Wallace Foundation) -- A Passion for Learning and the Arts -- Learning from Mistakes -- Strategy and Listening to Feedback -- Summary -- Resources -- Chapter 15: Heart and Soul: Lessons 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 -- Lynn Schusterman's Story: Three Thousand Years of Jewish Giving -- Summary -- Chapter 16: The Philanthropic Journey -- A Vision for Change -- Summary -- Resources -- About the Authors -- About the Participants -- Index
Dimensions
unknown
Edition
1st ed.
Extent
1 online resource (315 pages)
Form of item
online
Isbn
9781118221952
Media category
computer
Media MARC source
rdamedia
Media type code
c
Note
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2019. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
Sound
unknown sound
Specific material designation
remote
System control number
  • (MiAaPQ)EBC817967
  • (Au-PeEL)EBL817967
  • (CaPaEBR)ebr10523253
  • (CaONFJC)MIL340200
  • (OCoLC)769342373
Label
A Passion for Giving : Tools and Inspiration for Creating a Charitable Foundation
Link
https://ebookcentral.proquest.com/lib/oulaw/detail.action?docID=817967
Publication
Copyright
Carrier category
online resource
Carrier category code
cr
Carrier MARC source
rdacarrier
Color
multicolored
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
  • Intro -- A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation -- Contents -- Preface -- Acknowledgments -- Part I: So You Want to Be a Philanthropist -- Chapter 1: Estate Planning and Charitable Giving -- Estate Planning 101 -- The Estate Planning Process -- Case Study-Estate Planning 101 -- Summary -- Chapter 2: Charitable Giving -- What Is a Nonprofit Entity? -- Due Diligence -- Digging Deeper -- Donor Advised Funds (DAFs) -- Community Foundations -- Summary -- Chapter 3: Starting a Private Foundation -- The History of Private Foundations -- Leaving a Stated Mandate for Future Generations -- Modern History of Private Foundations -- Creating a Private Foundation -- Form 1023 -- Guiding Documents -- The Mission Statement -- Code of Ethics -- Be Proactive and Know Your Charities -- Summary -- Chapter 4: Managing a Private Foundation -- Form 990-PF -- The Foundation's Board and Governance Issues -- Summary -- Chapter 5: Managing a Private Foundation-Grant Making and Operations -- Type of Support: Periodic versus Endowments and General versus Program-Based -- What Type of Foundation Will We Become? -- Sourcing a Grant -- The Acknowledgment Process -- The Pre-Proposal Briefing Form (PPBF) -- The Due Diligence Process -- Progress Reporting and Evaluation -- Summary -- Chapter 6: Investment Management for Private Foundations -- The Investment Management Process -- Why Is the Investment Management Process Important to Me? -- The Investment Committee -- The Investment Policy Statement -- Addendums to the Investment Policy Statement -- Manager Search and Implementation Phase -- Communication -- Summary -- Part II: A Passion for Giving Lessons in Philanthropy -- Chapter 7: The Gift: Philanthropy as the Gift of Who You Are -- Giving Begins with the Self -- What Are You Most Passionate About? -- The Greatest Gift -- Summary
  • Chapter 8: Purpose: Ken Behring's Story -- Introduction by Glen Macdonald, President of the Wealth and Giving Forum -- Somebody Told Me about the Word Purpose" by Ken Behring -- Summary -- Resources -- Chapter 9: The Gifted Giver: Lessons 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 -- Ambitious Goals and Big Ideas -- The Gifted Giver -- The Transformational Gain of Giving -- Summary -- Resources -- Chapter 10: The Power of One: Lessons from Lisa Nigro (the Inspiration Corporation) and Chip Paillex (America's Grow-a-Row) -- The Inspiration Corporation -- America's Grow-a-Row -- Summary -- Resources -- Chapter 11: The Feminine Principle-Women Leading through Philanthropy: Lessons 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 -- Peggy Dulany's Story -- Ellen Remmer: How Women Are Transforming Philanthropy -- Monica Winsor's Story -- Summary -- Resources -- Chapter 12: Empowering the Next Generation: Lessons 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 -- Four Generations of Giving: Lessons from the Nathan Cummings Foundation -- Summary -- Chapter 13: Philanthropists as Explorers: Lessons 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 -- The Journey of Discovery: Aimee Morgana's Story -- The Grand Symphony of Life: Paul Winter's Story -- Summary -- Resources -- Chapter 14: The Journey from Doing Good to Making Change: Lessons from Christine DeVita (President, the Wallace Foundation) -- A Passion for Learning and the Arts -- Learning from Mistakes -- Strategy and Listening to Feedback -- Summary -- Resources -- Chapter 15: Heart and Soul: Lessons 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 -- Lynn Schusterman's Story: Three Thousand Years of Jewish Giving -- Summary -- Chapter 16: The Philanthropic Journey -- A Vision for Change -- Summary -- Resources -- About the Authors -- About the Participants -- Index
Dimensions
unknown
Edition
1st ed.
Extent
1 online resource (315 pages)
Form of item
online
Isbn
9781118221952
Media category
computer
Media MARC source
rdamedia
Media type code
c
Note
Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2019. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
Sound
unknown sound
Specific material designation
remote
System control number
  • (MiAaPQ)EBC817967
  • (Au-PeEL)EBL817967
  • (CaPaEBR)ebr10523253
  • (CaONFJC)MIL340200
  • (OCoLC)769342373

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