Foundation Management

Innovation and Responsibility at Home and Abroad

Franck L. Ellsworth, Joe Lumarda

334 pages, parution le 24/02/2003

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Résumé

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.

Contents

Introduction

SECTION ONE: EXPORTING PHILANTHROPY: THE GROWING PRESENCE OF AND RELATIONSHIP WITH FOUNDATIONS ABROAD

Emerging Legal Issues in International Philanthropy
The Old and New Traditions of European Foundations
Philanthropic Foundations in East Asia
Bolstering Border Philanthropy: United States and Mexico Join Forces to Combat an Array of
Problems

SECTION TWO: MORE THAN SITTING ON MONEY: THE GENTLE BALANCE OF PRUDENCE, GROWTH AND MISSION.

The Process of Investment: Stakeholder Negotiations
Assets, Investment, and Prudence

SECTION THREE: THE TRUSTED COUNSEL: THE CHANGING RULES AND ROLES OF ADVISORS.

The Role of Counsel in Foundations: Choices, Beginnings, and Service
The IRS Eyes the Foundation World
B

eyond the Numbers: A View from the Accountant Afterword: Artists Beware

L'auteur - Franck L. Ellsworth

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.

L'auteur - Joe Lumarda

JOE LUMARDA is Executive Vice President of External Affairs for the California Community Foundation in Los Angeles.

Caractéristiques techniques

	PAPIER
Éditeur(s)	Wiley
Auteur(s)	Franck L. Ellsworth, Joe Lumarda
Parution	24/02/2003
Nb. de pages	334
Format	18,5 x 26
Couverture	Relié
Poids	833g
Intérieur	Noir et Blanc
EAN13	9780471269793
ISBN13	978-0-471-26979-3