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portada Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits
Type
Physical Book
Year
2021
Language
English
Pages
96
Format
Hardcover
Dimensions
22.9 x 15.2 x 1.0 cm
Weight
0.33 kg.
ISBN13
9781662904592

Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits

John Paul Phaup (Author) · Gatekeeper Press · Hardcover

Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits - Phaup, John Paul

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Origin: U.S.A. (Import costs included in the price)
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Synopsis "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.

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