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A passion for giving : tools and inspiration for creating a charitable foundation

Author: Peter J Klein; Angelica Berrie
Publisher: Hoboken, N.J. : Wiley, ©2012.
Edition/Format:   Book : EnglishView all editions and formats
Database:WorldCat
Summary:
"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  Read more...
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Genre/Form: Popular works
Document Type: Book
All Authors / Contributors: Peter J Klein; Angelica Berrie
ISBN: 9781118023877 1118023870 9781118232040 1118232046 9781118221952 1118221958 9781118235775 1118235770
OCLC Number: 727702979
Description: xvi, 293 pages : illustrations, forms ; 24 cm
Contents: pt. I. So you want to be a philanthropist. 1. Estate planning and charitable giving : Estate planning 101 ; The estate planning process ; Case study--estate planning 101 ; Summary --
2. Charitable giving : What is a nonprofit entity? ; Due diligence ; Digging deeper ; Donor advised funds (DAFs) ; Community foundations ; Summary --
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 --
4. Managing a private foundation : Form 990-PF ; The foundation's board and governance issues ; Summary --
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 acknowledgement process ; The pre-proposal briefing form (PPBF) ; The due diligence process ; Progress reporting and evaluation ; Summary --
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. pt. II. A passion for giving lessons in philanthropy. 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 --
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 --
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 --
10. The power of one: lessons from Lisa Nigro (the Inspiration Corportion) and Chip Paillex (America's Grow-a-Row) : The Inspiration Corporation ; America's Grow-a-Row ; Summary ; Resources --
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 --
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 --
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 --
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 --
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 --
16. The philanthropic journey : A vision for change ; Summary ; Resources.
Responsibility: Peter J. Klein, Angelica Berrie.
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Abstract:

"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"--

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schema:description"pt. I. So you want to be a philanthropist. 1. Estate planning and charitable giving : Estate planning 101 ; The estate planning process ; Case study--estate planning 101 ; Summary -- 2. Charitable giving : What is a nonprofit entity? ; Due diligence ; Digging deeper ; Donor advised funds (DAFs) ; Community foundations ; Summary -- 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 -- 4. Managing a private foundation : Form 990-PF ; The foundation's board and governance issues ; Summary -- 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 acknowledgement process ; The pre-proposal briefing form (PPBF) ; The due diligence process ; Progress reporting and evaluation ; Summary -- 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."@en
schema:description"pt. II. A passion for giving lessons in philanthropy. 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 -- 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 -- 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 -- 10. The power of one: lessons from Lisa Nigro (the Inspiration Corportion) and Chip Paillex (America's Grow-a-Row) : The Inspiration Corporation ; America's Grow-a-Row ; Summary ; Resources -- 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 -- 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 -- 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 -- 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 -- 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 -- 16. The philanthropic journey : A vision for change ; Summary ; Resources."@en
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