introduction 1 philanthropy 101: the basics of charitable giving 2 powers of deduction: tax advantages of private foundations 3 advanced planning: combining foundations with charitable lead trusts and charitable remainder trusts 4 a family enterprise: foundations and children 5 carpe diem: set up a foundation while you're still alive 6 effective foundations: the business of philanthropy 7 the endowment: developing an appropriate foundation investment policy 8 developing and implementing a foundation asset allocation policy 9 compliance: the legal do's and don'ts 10 other planned giving vehicles 11 for advisers: building client assets with private foundations 12 how to select a foundation manager 13 what can you donate to charity?
Roger D. Silk, PhD, CFA, is chief executive officer of
Sterling Foundation Management, LLC. A leading expert in the field
of private foundations, he has written articles that have appeared
in magazines such as Estate Planning, Philanthropy, Trusts and
Estates, Investment Advisor, Journal of Financial Planning, and the
Journal of Personal Financial Planning. He is currently a director
of several charitable organizations, including the George Mason
University Foundation.
James W. Lintott, Esq., is chairman of Sterling Foundation
Management, LLC. Previously, he was head of one of the nation's
largest private foundations. Mr. Lintott serves on the boards of a
number of nationally known charities, including the Children's
National Medical Center in Washington, DC.
Christine M. Silk, PhD, has written on a wide variety of
subjects, and her work has appeared in numerous magazines and
newspapers.
Andrew R. Stephens is an attorney with extensive experience
in foundations.
"Noteworthy for its comprehensive nature and excellent resource
section . . . advisers will find throughout the book examples of
successes, challenges, and perspectives of real foundations. These
types of stories are useful in discussing the workings of private
foundations with clients or prospects."
- NAPFA Advisor, August 2003
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