Foundation Management: Innovation and Responsibility at Home and Abroad

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Frank L. Ellsworth, Joe Lumarda
Wiley, Mar 14, 2003 - Business & Economics - 312 pages
A foundation insider's guide to financial management challenges and solutions

Foundation Management represents the only single-volume reference to cover tried and true and emerging financial planning and management issues-in both the domestic and foreign sectors-affecting philanthropic foundations. A companion to Frank Ellsworth and Joe Lumarda's From Grantmaker to Leader: Emerging Strategies for 21st Century Foundations, this comprehensive survey not only provides practitioners with a better understanding of the changing financial, legal, and international landscape, but also delivers targeted operational management strategies. Topics covered include:

  • European foundations
  • Nongovernment organizations in Asia
  • U.S. and Mexican relations foundations
  • The relationship between the IRS and philanthropic foundations
  • The roles of lawyers, accountants, and investment professionals

Extensive interviews with key industry insiders supplement the commentary throughout. Trustees, CEOs, CFOs, members of investment committees, tax and estate-planning professionals, and program officers will find Foundation Management to be an indispensable resource.

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About the author (2003)

FRANK L. ELLSWORTH is a vice president at Capital Research and Management Company, where he oversees and coordinates programs and services to endowments in Los Angeles.
JOE LUMARDA is Executive Vice President of External Affairs for the California Community Foundation in Los Angeles.

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