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Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits
John Paul Phaup
(Autor)
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Gatekeeper Press
· Tapa Dura
Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits - Phaup, John Paul
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Reseña del libro "Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits"
Written specifically for nonprofit trustees, professionals, and donors, Agencies of Cash Flow provides an innovative approach to raising and investing long-term money for foundations and endowments.FUNDRAISING - Money In Motion - focuses on capturing assets in transition, wealth transferring at death, and liquidity-generating business transactions. Planned giving solutions are based upon a patron's emotional motives, tax circumstances, and estate planning needs. Readers will learn these financial strategies to incent supporters to provide large gifts for sustainable revenue.INVESTING - Modern Portfolio Theory - teaches how to combine cash, bonds, and stocks into diversified investment portfolios to meet long-term revenue needs.GOVERNING - 7 Standards of Care - reviews the financial stewardship processes to achieve compliant and optimum long-term results. Readers learn how to document decision-making and how to create an Investment Policy Statement to match portfolios with expenditure needs.Agencies of Cash Flow is an easy-to-use management tool for those wishing to apply wealth management practices for philanthropy.
