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Author : Roy Williams,Vic Preisser
Publisher : Author's Choice Publishing
Page : 186 pages
File Size : 55,9 Mb
Release : 2005
Category : Charities
ISBN : 1931741514
Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.
Author : Roy Orville Williams,Vic Preisser
Publisher : Author's Choice Publishing
Page : 208 pages
File Size : 51,7 Mb
Release : 2003
Category : Business & Economics
ISBN : 193174131X
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.
Author : Charles W. Collier
Publisher : Unknown
Page : 132 pages
File Size : 54,6 Mb
Release : 2006
Category : Charitable giving
ISBN : UVA:X030152188
This book by Harvard's former senior philanthropic advisor addresses many of the questions of concern to families of wealth, including ways to teach family values through philanthropy.
Author : Michael M. Pompian
Publisher : John Wiley and Sons
Page : 422 pages
File Size : 53,5 Mb
Release : 2009-04-22
Category : Business & Economics
ISBN : 9780470483503
A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.
Author : Sharna Goldseker,Michael Moody
Publisher : John Wiley & Sons
Page : 336 pages
File Size : 44,9 Mb
Release : 2017-10-02
Category : Business & Economics
ISBN : 9781119422815
An insider’s guide to the coming philanthropic revolution Meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe their ambitious plans to revolutionize giving so it achieves greater impact. And learn how to help them succeed in a world that needs smart, effective donors now more than ever. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. They want to disrupt the traditional world of charitable giving, and they want to do so now, not after they retire to a life of philanthropic leisure. Generation Impact pulls back the curtain on these rising leaders and their “Impact Revolution,” offering both extensive firsthand accounts and expert analysis of the hands-on, boundary-pushing, unconventional strategies next gen donors are beginning to pursue. This fascinating book also shows another side of the donors in Generation Impact: they want to respect the past even as they transform the future. They are determined to honor the philanthropic legacies and values they’ve inherited by making big giving more effective than ever before. If they succeed, they can make historic progress on causes from education to the environment, from human rights to health care. Based on years of research and close engagement with next gen donors, Generation Impact offers a unique profile of the new faces of philanthropy. Find out, directly from them: How they want to revolutionize giving to expand its positive impact on our lives and our communities. Which causes interest them, how they want to engage with those causes … and, perhaps more important, how they do not want to engage. Which new tools and strategies for change excite them most. What they are learning from previous generations, and what they want to bring to their work alongside those generations. How we can all ensure their historic potential is channeled in ways that make our world better. The Impact Revolution will be messy, but it could also result in solutions for some of our most persistent problems. Generation Impact offers targeted, practical advice to parents, families, and their advisors, as well as nonprofit professionals—those who work closest with these next gen donors—on how to engage, nurture, and encourage them as they reshape major giving and make their mark on history. Help them channel their enthusiasm—and their wealth—to make the most positive difference in a world with such great need.
Author : Daniel Nigito
Publisher : John Wiley & Sons
Page : 304 pages
File Size : 53,8 Mb
Release : 2009-09-11
Category : Business & Economics
ISBN : 9780470557099
A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.
Author : Margaret May Damen,Niki Nicastro McCuistion
Publisher : John Wiley & Sons
Page : 308 pages
File Size : 49,6 Mb
Release : 2009-12-09
Category : Business & Economics
ISBN : 9780470585573
Discover gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Answering women's questions of how and why to give from the heart, Women, Wealth & Giving helps you understand the models that work best for charitable giving and how these models fit into your legacy mission, whether you've earned, inherited or married into your wealth. Women, Wealth & Giving will help you understand what models work best for charitable giving, and how to fit those models into your plans, mission, and intended legacy-whether you earned, inherited or married into wealth. This useful planning guide also Includes pertinent anecdotes, worksheets, quizzes, inspirational profiles, a resource guide, and much more Identifies gender-specific tools and strategies Boom-Generation women can use to make philanthropic and charitable decisions Provides women the means to engage their hearts as well as their minds in giving money, time, and talent away in meaningful ways With over 43 million Boom-Generation Women at or nearing the age of retirement, the American population is reaching what has been described as the great wealth transfer, and with women outliving men, or choosing to live alone, the role of women in decisions concerning philanthropic dollars will be critical to the economic, political and moral fabric of our society. Get Women, Wealth & Giving and discover the transformative power of women's philanthropy.
Author : Adrian Sargeant,Walter Wymer Jr
Publisher : Routledge
Page : 621 pages
File Size : 41,7 Mb
Release : 2007-11-22
Category : Business & Economics
ISBN : 9781134114900
This timely collection of cutting-edge articles offers a complete overview of marketing in the nonprofit sector. Written by a leading team of international experts, it examines the issues faced by public and nonprofit organizations in marketing and raising funds, and provides a comprehensive review of the latest research.An introductory sectio
Author : Anonim
Publisher : Unknown
Page : 864 pages
File Size : 53,8 Mb
Release : 2004
Category : Charities
ISBN : UOM:39015063375888
Author : Mark Weber
Publisher : Unknown
Page : 128 pages
File Size : 45,5 Mb
Release : 2021-08-30
Category : Electronic
ISBN : 0999090720
Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value.
Author : Joseph Kiger
Publisher : Routledge
Page : 198 pages
File Size : 44,9 Mb
Release : 2017-07-28
Category : Business & Economics
ISBN : 9781351499866
The modern American foundation as an instrumentality for charitable and philanthropic giving is in many ways a unique and complex social/economic/political institution. This is particularly the case for foundations with large assets. As a social phenomenon, the foundation has deep roots in the past. At the beginnings of any degree of civilization charitable giving and rudimentary forms of foundations emerge. This is the case in many regions of the world. The pattern is consistent: once enough property or wealth beyond primitive human needs is accumulated, some of it begins to be set aside for what the donors of such wealth consider worthwhile purposes.The serious literature contributing greatly to public perception of philanthropy and foundations has been relatively sparse. Much of what is available is quantitative and statistical in nature. There has been limited objective attention to the motives or reasons spurring individual philanthropists to engage or not to engage in creating foundations; such motivation needs historical and comparative analysis. Major investigations and studies of foundations, together with ancillary national, regional, and international organizations to facilitate such study, have received spotty consideration.Philanthropists and Foundation Globalization addresses three interrelated aspects of foundation history. First, it reviews biographical-historical profiles of the founding philanthropists and their heirs engaged in international giving. Second, it discusses major governmental and non-governmental investigations and studies of foundations including domestic ones, and also foreign ones in which U.S. participants have played a prominent role, spanning the period 1912 to the present. Third, it chronicles foundation developments and activities in Europe at the close of the twentieth century. The volume provides a historical account of some U.S. foundations' international activity in a particular region in a specific time period and their a
Author : Randy Ottinger
Publisher : McGraw Hill Professional
Page : 359 pages
File Size : 44,7 Mb
Release : 2007-10-05
Category : Business & Economics
ISBN : 9780071595827
You've worked hard to achieve financial success, and now you want to leave a legacy. You want to know how others like you have made a positive impact with their time and assets. You want to safeguard your money, help others, and do the best for your children-without ruining their motivation to make their own way in the world. But ultimately, you want your contributions to matter. Beyond Success is the first thorough guide that assists individuals with the achievement of a meaningful and lasting financial, philanthropic, and generational family legacy. As a financial and philanthropic expert, Randall Ottinger combines his personal experiences in both fields with extensive research that draws on insights from hundreds of legacy leaders such as Bill Gates Sr., Jeff Brotman of Costco, and Sandy Weill of Citigroup, as well as thought leaders and advisors in the philanthropy and family wealth professions. Ottinger reveals best practices and strategies you can adopt to: Turn money into a meaningful and fulfilling legacy Make wealth a positive force in your family Avoid the common pitfalls of family wealth transfers Prepare children for money Achieve social impact through “portfolio” philanthropy practices Preserve wealth, values, and enterprises across future generations Ottinger develops a legacy planning framework to help translate your goals into measurable action steps for achieving the highest levels of personal fulfillment and social impact. He also provides insights into the latest trends in philanthropy, and examines the likely impact on the civil sector of the $100 trillion of wealth that is transferring from today's baby boomers to future generations.
Author : James Lange
Publisher : Morgan James Publishing
Page : 298 pages
File Size : 53,7 Mb
Release : 2011-01-11
Category : Business & Economics
ISBN : 9781600378577
Millions of IRA and retirement plan owners have a feeling there is something they should be doing with their money but they don’t know what to do. They are also afraid of future tax increases and want to protect themselves. There are thousands of books trying to tell you how to invest your money. "The Roth Revolution", however, offers proven strategies regarding Roth IRA conversions and other complementary strategies to help readers preserve and accumulate and pass on wealth by drastically reducing their taxes. "The Roth Revolution" provides a thorough and clear explanation, as well as a step-by-step guide on what IRA and retirement plan owners should do to maximize their retirement and estate plan.
Author : Commission on Private Philanthropy and Public Needs
Publisher : Unknown
Page : 594 pages
File Size : 49,9 Mb
Release : 1977
Category : Charitable uses, trusts, and foundations
ISBN : WISC:89016368169
Author : United States. Congress. Senate. Committee on Finance. Subcommittee on Energy and Agricultural Taxation
Publisher : Unknown
Page : 128 pages
File Size : 44,5 Mb
Release : 1984
Category : Land value taxation
ISBN : MINN:31951D00283152R
