Building and Managing an Asset Base: Information and Advice for Nonprofit Organizations: New Directions for Philanthropic Fundraising, Number 14
Jimmie R. Alford
Wiley, Dec 26, 1996 - Business & Economics - 130 pages
For any nonprofit organization, building and managing an asset base is a continual process that demands hard work and creative leadership rather than mere luck. The authors of this volume--nonprofit directors and fundraisers, as well as accountants, lawyers, and consultants who assist nonprofits--offer insightful, practical recommAndations and "real world" examples of how to build and manage an asset base. Learn how any organization can develop a planned and deferred giving program and successfully present that program to potential donors. Get expert advice on the technical side of building and managing assets with updates on tax issues and investment strategies for maximizing income from Andowment growth. Discover how to work effectively with intermediary agents such as trust and private banking officers, legal counselors, and community trusts to secure planned and major gift support. This sourcebook will serve as an invaluable tool for any nonprofit organization, whether it is an established institution with a multi-million dollar budget or a grassroots agency looking to grow.
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Assessing and creating the environment of philanthropy
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agency endowment annual asset allocation asset base building and managing capital gains charitable gift annuity charitable organization charitable remainder annuity charitable remainder trust charitable remainder unitrust Chronicle of Philanthropy commitment community foundation contribution create development officer DIRECTIONS FOR PHILANTHROPIC dollars donation downside risk Easter Seal Society establish estate tax fair market value family foundations family group foundation's future gift planner gift planning goals and objectives individual Internal Revenue Service investment issue JOSSEY-BASS PUBLISHERS leadership major gift managing an asset maximize institutional ment mission money managers nization nonprofit organizations orga organization's percent PHILANTHROPIC FUNDRAISING planned charitable giving planned giving program pooled income fund portfolio private foundation professional adviser prospective donor received remainder annuity trust remainder interest remainderman Smith Family Foundation sP sP sP staff strategy success tax-exempt tion transfer Transitional development program trust officer vision volunteer wealth