A Passion for Giving

Peter Klein 지음

Wiley 2011년 12월 15일 출간

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Praise for A Passion for Givingquot;Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift.quot;#151;Andres Spokoiny, President and CEO, Jewish Funders Networkquot;Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie.quot;#151;Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation quot;This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back. The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor.quot;#151;Debra Mesch, PhD,Professor and Director, Women's Philanthropy Institute, IUPUIquot;I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation.quot;#151;Michael Leeds, Co-Chair, Harbor Glow Foundation

목차

Preface xiiiAcknowledgments xvPart I So You Want to Be a Philanthropist 1Chapter 1 Estate Planning and Charitable Giving 7Estate Planning 101 10The Estate Planning Process 17Case Study&-Estate Planning 101 18Summary 20Chapter 2 Charitable Giving 21What Is a Nonprofi t Entity? 23Due Diligence 24Digging Deeper 27Donor Advised Funds (DAFs) 31Community Foundations 37Summary 40Chapter 3 Starting a Private Foundation 41The History of Private Foundations 42Leaving a Stated Mandate for Future Generations 46Modern History of Private Foundations 48Creating a Private Foundation 50Form 1023 58Guiding Documents 59The Mission Statement 62Code of Ethics 64Be Proactive and Know Your Charities 65Summary 66Chapter 4 Managing a Private Foundation 67Form 990-PF 68The Foundation&-s Board and Governance Issues 79Summary 87Chapter 5 Managing a Private Foundation&-Grant Making and Operations 89Type of Support: Periodic versus Endowments and General versus Program-Based 91What Type of Foundation Will We Become? 93Sourcing a Grant 97The Acknowledgment Process 100The Pre-Proposal Briefi ng Form (PPBF) 102The Due Diligence Process 109Progress Reporting and Evaluation 116Summary 120Chapter 6 Investment Management for Private Foundations 123The Investment Management Process 124&"Why Is the Investment Management Process Important to Me?&" 126The Investment Committee 127The Investment Policy Statement 130Addendums to the Investment Policy Statement 145Manager Search and Implementation Phase 150Communication 152Summary 155Part II A Passion for Giving 157Lessons in PhilanthropyChapter 7 The Gift 165Philanthropy as the Gift of Who You Are Giving Begins with the Self 165What Are You Most Passionate About? 166The Greatest Gift 168Summary 169

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저자(글) Peter Klein

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Peter J. Klein, CFA, is a Senior Vice President of Investments with UBS Financial Services. In addition, he has been the President and Treasurer of The Claire Friedlander Family Foundation since it was first established in 2008. He is the author of Getting Started in Security Analysis, published by Wiley. Through his career, he has been called upon for multiple media appearances to discuss investment strategy, analysis, and related financial services.Angelica Berrie is President of The Russell Berrie Foundation, which has made transformational gifts in the field of diabetes and nanotechnology. She is Chairman of The Center for Interreligious Understanding. Her entrepreneurial pursuits include her role as CEO of Kate's Paperie, an iconic New York retail store, and Chairman of Global Nomad in Hong Kong.

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