||1 of 1 people found the following review helpful.| Material That is Somewhat Dated and Self-Serving to the Authors|By LaCa|This book is very useful for someone wanting to set up or involved with a Foundation. However, it was published in 2011 and does not consider the American Taxpayer Relief Act (ATRA) that considerably changed the estate and gift taxes in January, 2013. This has some impact on the numerous examples used in t|From the Inside Flap||Establishing a private foundation is anexcellent way to build a permanent legacy while helping your community and alsoallowing you to benefit from tax exemptions. Almost5 percent of high-net-worth individuals have already set up foundation
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 you...
[PDF.tr73] Managing Foundations and Charitable Trusts: Essential Knowledge, Tools, and Techniques for Donors and Advisors (Bloomberg Financial) Rating: 3.88 (738 Votes)
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