Download or read book Protecting Donor Intent How to Define and Safeguard Your Philanthropic Principles written by Jeffrey Cain and published by The Philanthropy Roundtable. This book was released on 2012-02-22 with total page 61 pages. Available in PDF, EPUB and Kindle. Book excerpt: The need for this guidebook is clear. Donors have made large gifts to charitable causes only to have the funds eventually spent on purposes they never would have supported. All too often, the trustees and staff of grantmaking institutions drift from intended goals, lose accountability, or pay insufficient attention to the principles that governed their founders' charitable giving. In some cases, assets have been put to uses that would have repelled the original benefactors, turning a generous and well-intentioned gift into a punchline. This guidebook offers detailed guidance to philanthropists who want to ensure that the assets they dedicate to charity are disbursed as they intend. It identifies common pitfalls, explains relevant tradeoffs, and describes successful strategies used by other donors. It lays a broad range of options before you, and suggests ways you can define, secure, and perpetuate your charitable intentions.
Download or read book Protecting Donor Intent written by Jeffrey J. Cain and published by . This book was released on 2012 with total page 61 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Protecting Your Legacy written by Joanne Florino and published by . This book was released on 2020-04-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.
Download or read book Debates in Charity Law written by John Picton and published by Bloomsbury Publishing. This book was released on 2020-05-14 with total page 329 pages. Available in PDF, EPUB and Kindle. Book excerpt: Charitable organisations occupy a central place in society across much of the world, accounting for billions of pounds in revenue. As society changes, so does the law which regulates nonprofit organisations. From independent schools to foodbanks, they occupy a broad policy space. Not immune to scandals, sometimes nonprofits are in the news for all the wrong reasons and so, when they are in the public eye, regulators must respond to high profile cases. In this book, a team of internationally recognised charity law experts offers a modern take on a fast-changing policy field. Through the concept of policy debates it moves the field forward, providing an important reference point for developing scholarship in charity law and policy. Each chapter explores a policy debate, setting out the fault-lines in play, and often offering proposals for reform. Two important themes are explored in this edited collection. First, there is a policy tension in charity law between its largely conservative history and the need to keep up-to-date with social change. This pressure is felt acutely along key fault-lines, such as the extent to which a body of law which developed before the advent of legislated human rights is able to adapt to a rights-based world, and the extent to which independent schools – historically so closely linked with charity – might deserve their generous tax-breaks. The second theme explores the law from the perspective of a good-faith regulator, concerned to maximise the usefulness of charities. From the need to reform old organisations, to the need to ensure that charities enjoy the right amount of regulatory freedom in a world of payment-by-result contracts, the book critically charts the policy justifications for regulatory intervention, as well as the costs that such intervention might bring. Debates in Charity Law will be of interest to both academic researchers and students of the non-profit sector, looking to understand the links between law, social change and regulation. It will also help and guide nonprofit employees and volunteers, showing how their sector is shaped and moulded by the law.
Download or read book Putting Wealth to Work written by Joel L. Fleishman and published by PublicAffairs. This book was released on 2017-09-26 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: By 2025, Americans will likely be donating over half a trillion dollars annually to nonprofit organizations. Those philanthropic gifts will transform significant parts of America's civic sector landscape. Philanthropy is entering an era of unprecedented growth and innovation. Established foundations such as Ford and Rockefeller are doubling down on programs tackling long-simmering problems, including global inequality, less-than-stellar education, and uneven access to health care. Many foundations are engaging in advocacy on controversial issues, exploring venture philanthropy solutions, and experimenting with impact investing. And philanthropists such as Bill Gates, Warren Buffett, New York's high-profile financiers, and Silicon Valley's billionaires are planning to put their wealth to work as never before: Mark Zuckerberg and Priscilla Chan recently pledged to donate 99 percent of their Facebook shares during their lifetimes, and nearly 150 others have signed the Giving Pledge to increase dramatically their "giving while living." In Putting Wealth to Work, Joel L. Fleishman provides expert analysis of contemporary philanthropy, offering invaluable insight for those engaging with and affected by charitable foundations. This is the fascinating and definitive account of philanthropy today, and an indispensable guide to understanding its inner workings, impact, and expansive potential.
Download or read book Transparency in Philanthropy An Analysis of Accountability Fallacy and Volunteerism written by John Tyler and published by The Philanthropy Roundtable. This book was released on 2013-03-18 with total page 105 pages. Available in PDF, EPUB and Kindle. Book excerpt: Recent calls for more transparency in private philanthropy have increased the need for philanthropic organizations to carefully plan and think about what information they will release to the public and how they will do it. To help organizations answer these questions, The Philanthropy Roundtable has published a new book by noted legal scholar John Tyler, general counsel of the Ewing Marion Kauffman Foundation, titled Transparency in Philanthropy: An Analysis of Accountability, Fallacy, and Volunteerism. Philanthropic organizations are obligated to provide certain types of transparency—the types that are required by the federal tax system and by state laws aimed at maintaining the donor’s intent. But current heightened calls for more transparency are based on other rationales: Transparency is a good unto itself and more should be required of all institutions; more transparency is needed to further ensure that philanthropy serves “public purposes”; more transparency will counteract the “power asymmetry” between foundations and grantees; and more transparency is necessary to evaluate philanthropic effectiveness. In this book Tyler argues that none of these rationales justifies additional legally imposed philanthropic transparency, which is what advocates demand. Even though there is not much of a legal argument for requiring more philanthropic transparency, there are good arguments for organizations being transparent on a voluntary basis. This would be not a wholesale disclosure of information but measured transparency, undertaken in light of a foundation’s mission and the potential costs that would go along with that disclosure. John Tyler’s intent in Transparency in Philanthropy is to encourage philanthropies and nonprofits to plan their transparency strategy and to do so carefully and thoughtfully. “With increased calls for more transparency from philanthropic organizations, this book is a useful and timely resource to help organizations create and navigate their plans for transparency,” said Adam Meyerson, president of The Philanthropy Roundtable. “Every philanthropic organization should read this book and think about what might be worthy of consideration moving ahead in a world dominated by a growing appetite for information.” In an accompanying companion guide, Tyler poses questions to the reader that help an organization create a checklist of issues to consider when making their transparency plans. These questions include: • What kind of organization are you? What is your mission? How large is your board and who is on it? • How can your foundation benefit from disclosing more information? Do you feel a need to cultivate a better understanding of your activities in your community? • What costs and risks will you incur in disclosing more information? How much time and money can your organization devote to disclosing information to the public? Could the information unfairly harm the reputations of your grantees? • What benefits and costs do tools like an annual report, a full website with social media and other tools pose for publicizing information?
Download or read book Wealth of Wisdom written by Tom McCullough and published by John Wiley & Sons. This book was released on 2018-12-03 with total page 405 pages. Available in PDF, EPUB and Kindle. Book excerpt: A critical resource for families managing significant wealth Wealth of Wisdom offers essential guidance and tools to help high-net-worth families successfully manage significant wealth. By compiling the 50 most common questions surrounding protection and growth, this book provides a compendium of knowledge from experts around the globe and across disciplines. Deep insight and thoughtful answers put an end to uncertainty, and help lay to rest the issues you have been wrestling with for years; by divulging central lessons and explaining practical actions you can take today, this book gives you the critical information you need to make more informed decisions about your financial legacy. Vital charts, graphics, questionnaires, worksheets and other tools help you get organised, develop a strategy and take real control of your family's wealth, while case studies show how other families have handled the very dilemmas you may be facing today. Managing significant wealth is a complex affair, and navigating the financial world at that level involves making decisions that can have major ramifications — these are not decisions to make lightly. This book equips you to take positive action, be proactive and make the tough decisions to protect and grow your family's wealth. Ensure your personal and financial success and legacy Access insight and data from leading experts Adopt the most useful tools and strategies for wealth management Learn how other families have successfully navigated common dilemmas When your family's wealth is at stake, knowledge is critical — and uncertainty can be dangerous. Drawn from interactions with hundreds ofwealthy individuals and families, Wealth of Wisdom provides a definitive resource of practical solutions from the world's best financial minds.
Download or read book Giving in Time written by Ray Madoff and published by Rowman & Littlefield. This book was released on 2023-02-13 with total page 289 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bringing together the most esteemed contemporary scholars of philanthropy, Giving in Time provides the first sustained analysis of the complex issues surrounding the temporal dimensions of voluntary giving.
Download or read book Protecting Donor Intent written by Boyden Gray PLLC and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Forgotten Foundations of Fundraising written by Jeremy Beer and published by John Wiley & Sons. This book was released on 2019-03-19 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: An entertaining, informative, and eminently useful guide that draws on psychology, data, and real-world experience to explain what really drives successful fundraising. In The Forgotten Foundations of Fundraising, Jeremy Beer and Jeff Cain, cofounders of American Philanthropic, a leading consulting firm for nonprofit organizations, offer practical lessons and unconventional wisdom for both nonprofit leaders and novices in the art and science of raising money. Drawing upon a wealth of experience, deploying an army of anecdotes, and using eye-opening American Philanthropic survey data, the authors provide a brisk, irreverent, and supremely useful introduction to fundraising for charities and nonprofits. The book explains the hows and whys of a variety of fundraising techniques, from direct mail to planned giving programs. It explores the benefits and pitfalls of prospect research, the keys to donor retention, and the essential elements of a healthy nonprofit culture. It gives insightful advice on making personal meetings count, soliciting foundations, and training young fundraisers. And it does so with sprightly prose and sharp observations. You'll never read another fundraising book quite like this one. Expertly deflating the pretensions of those who would make fundraising a bureaucratic and esoteric profession, Beer and Cain elucidate the practical knowledge and relationship skills that still matter more than anything else. They make an impassioned plea for the importance of civil society to American democracy and build a compelling case for fundraising as an honorable component of a healthy civic culture. Philanthropy is not about bottom lines and return on investment—successful fundraisers provide a platform for donors to affirm their ideals, values, and morals. Fundraising is serious, but learning about it needn’t be a chore. The Forgotten Foundations of Fundraising is at once eminently practical and absolutely delightful.
Download or read book Agenda Setting A Wise Giver s Guide to Influencing Public Policy written by John J. Miller and published by The Philanthropy Roundtable. This book was released on 2015-03-07 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Donating money to modify public thinking and government policy has now taken its place next to service-centered giving as a constructive branch of philanthropy. Many donors now view public-policy reform as a necessary adjunct to their efforts to improve lives directly. This is perhaps inevitable given the mushrooming presence of government in our lives. In 1930, just 12 percent of U.S. GDP was consumed by government; by 2012 that had tripled to 36 percent. Unless and until that expansion of the state reverses, it is unrealistic to expect the philanthropic sector to stop trying to have a say in public policies. Sometimes it’s not enough to build a house of worship; one must create policies that make it possible for people to practice their faith freely within society. Sometimes it’s not enough to pay for a scholarship; one must change laws so that high-quality schools exist for scholarship recipients to take advantage of. Yet public-policy philanthropy has special ways of mystifying and frustrating practitioners. It requires understanding of governmental practice, interpretation of human nature, and some philosophical perspective. Public-policy philanthropists may encounter opponents operating from different principles who view them as outright enemies. Moreover, public-policy struggles never seem to end: victories one year become defeats the next, followed by comebacks, then setbacks, and on and on. This book was written to help donors navigate all of those obstacles. It draws on deep history, and rich interviews with the very best practitioners of public-policy philanthropy in America today. Whatever your aspirations for U.S. society and governance, this guide will help you find the best ways to make a difference.
Download or read book Clearing Obstacles to Work A Wise Giver s Guide to Fostering Self Reliance written by David Bass and published by The Philanthropy Roundtable. This book was released on 2015-07-08 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Cracks are becoming visible in American work habits. Whole subpopulations now have weak attachments to self-supporting labor. This worsens poverty and economic mobility. It also damages well-being in subtler ways—because work plays a vital role in building social connections, and boosting self-respect and happiness. Any sensible effort to improve American prosperity today must begin by bolstering work. Alas, government agencies have a very checkered history when it comes to helping those who have struggled in the workforce develop the capacities to do better in the future. Statistically, most government job-training programs are quite unimpressive. There are, however, many charitable programs that have demonstrated real success at leading unskilled persons, single mothers, inexperienced minorities, released prisoners, former addicts, and other at-risk populations into lasting, transformative employment. This book was written to help donors find those successful models and strategies. Because when it comes to curing deprivation, softening inequality, improving life satisfaction, and strengthening society, work works.
Download or read book Catholic School Renaissance written by Andy Smarick and published by The Philanthropy Roundtable. This book was released on 2015-11-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Over the last generation, Catholic schools have been buffeted by a confluence of winds: changing demographics in the urban neighborhoods where many of their facilities are located, the disappearance of nuns and priests from classrooms, new competition from tuition-free charter schools. Finances crumbled, enrollments fell, and 6,000 schools were closed. Yet two million children remain in Catholic schools today. This includes a great many low-income and minority youngsters for whom Catholic schooling is a lifeline in an otherwise dysfunctional neighborhood. And Catholic schools get enormous bang for their educational buck—posting graduation rates, college success patterns, and levels of constructive student behavior that much exceed the performance at counterpart public institutions. Donors never gave up on Catholic schools. And in recent years they have begun to be rewarded for their loyalty. The last decade has brought a burst of fresh management structures, teacher pipelines, back-office mechanisms, helpful technologies, support groups, education-reform allies, private investors, and state and local school-choice programs that leave Catholic schools in their best position for future success in more than 50 years. It is now possible to see the outlines of a significant Catholic-school renaissance. And it is donors who are leading the way. This practical guide describes hundreds of opportunities for savvy givers to put a stamp on this field—where there may be more opportunities for life-changing philanthropy than in any other corner of our nation.
Download or read book Enduring Legacy written by William Henry Kellar and published by Texas A&M University Press. This book was released on 2014-04-16 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt: At the heart of Houston stands the Texas Medical Center. This dense complex of educational, clinical, and hospital facilities offers state-of-the-art patient care, basic science, and applied research in more than fifty medicine-related institutions. Three medical schools, four schools of nursing, and schools of dentistry, public health, and pharmacology occupy the thousand-acre campus. But none of this would exist if not for the generosity and vision of Monroe Dunaway Anderson, who, in 1936, established the foundation that bears his name. The M. D. Anderson Foundation ultimately became the driving force behind creating and shaping this leading-edge medical complex into what it is today. Enduring Legacy: The M. D. Anderson Foundation and the Texas Medical Center provides a unique perspective on the indispensable role the foundation played in the creation of the Texas Medical Center. It also offers a case study of how public and private institutions worked together to create this veritable city of health that has since become the largest medical complex in human history. Historian William Henry Kellar caps off a decade of research on institutions and characters associated with the Texas Medical Center. He draws on oral histories, extensive archival work, and a growing secondary literature to provide an absorbing account of this leading institution of modern medicine and the philanthropy that made it possible.
Download or read book Abusing Donor Intent written by Doug White and published by Paragon House. This book was released on 2014-04-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: It was the largest one-time amount—$35 million—anyone had ever donated to benefit a university. The Robertsons were specific about the way the money was to be used. It was intended to help Princeton's Woodrow Wilson School of Public and International Affairs focus on sending its graduates into those areas of the federal government concerned with international relations. "But the university," the son says, "was ignoring my parents' intentions." Furthermore, Princeton's administrators were "harming the country." That's not, as you might imagine, the way Princeton saw it—or sees it today. How much control over a gift does a donor have after the gift is given? How accountable is a non-profit recipient for the use of the gift? "Robertson v. Princeton may be the most important case higher education has faced over the question of honoring the wishes of the donor." Wall Street Journal "Doug White's careful and fair study of the seminal Robertson Foundation endowment litigation against Princeton University should be read by all donors and donees. As a former head of the New York State Law Department's Charities Bureau, I know donors have to have both courage and resources to enforce their rights, especially against iconic donees. Fortunately, the Robertsons had both." Bill Josephson, Former head of the Charities Bureau, New York State Attorney General's office This book is based on extensive research and interviews with leading attorneys Victoria Bjorklund and Douglas Eakeley (Princeton) and Ron Malone and Seth Lapidow (Robertson family), experts for both sides, representatives of other major nonprofits, philanthropists, and high-profile public figures including George H.W. Bush, Brent Scowcroft, Chuck Robb, and Paul Volcker.
Download or read book Learning to Be Useful A Wise Giver s Guide to Supporting Career and Technical Education written by David Bass and published by The Philanthropy Roundtable. This book was released on 2016-09-01 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Philanthropists are already connecting educators, nonprofits, and companies, and funneling young people and low-wage adult workers into job training. If expanded, this assistance has the potential to move millions of Americans firmly into the middle class. If you are a donor who wants to bolster America’s workforce, this practical book will show you how.
Download or read book The Cycle of the Gift written by James E. Hughes, Jr. and published by John Wiley & Sons. This book was released on 2012-11-06 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.
