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,
is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.