Abusing Donor Intent

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Abusing Donor Intent

Author : Doug White
Publisher : Paragon House
ISBN 13 : 9781557789099
Total Pages : 0 pages
Book Rating : 4.7/5 (89 download)

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Book Synopsis Abusing Donor Intent by : Doug White

Download or read book Abusing Donor Intent written by Doug White and published by Paragon House. This book was released on 2014-04-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: It was the largest one-time amount—$35 million—anyone had ever donated to benefit a university. The Robertsons were specific about the way the money was to be used. It was intended to help Princeton's Woodrow Wilson School of Public and International Affairs focus on sending its graduates into those areas of the federal government concerned with international relations. "But the university," the son says, "was ignoring my parents' intentions." Furthermore, Princeton's administrators were "harming the country." That's not, as you might imagine, the way Princeton saw it—or sees it today. How much control over a gift does a donor have after the gift is given? How accountable is a non-profit recipient for the use of the gift? "Robertson v. Princeton may be the most important case higher education has faced over the question of honoring the wishes of the donor." Wall Street Journal "Doug White's careful and fair study of the seminal Robertson Foundation endowment litigation against Princeton University should be read by all donors and donees. As a former head of the New York State Law Department's Charities Bureau, I know donors have to have both courage and resources to enforce their rights, especially against iconic donees. Fortunately, the Robertsons had both." Bill Josephson, Former head of the Charities Bureau, New York State Attorney General's office This book is based on extensive research and interviews with leading attorneys Victoria Bjorklund and Douglas Eakeley (Princeton) and Ron Malone and Seth Lapidow (Robertson family), experts for both sides, representatives of other major nonprofits, philanthropists, and high-profile public figures including George H.W. Bush, Brent Scowcroft, Chuck Robb, and Paul Volcker.

Protecting Donor Intent: How to Define and Safeguard Your Philanthropic Principles

Author : Jeffrey Cain
Publisher : The Philanthropy Roundtable
ISBN 13 : 0985126523
Total Pages : 72 pages
Book Rating : 4.9/5 (851 download)

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Book Synopsis Protecting Donor Intent: How to Define and Safeguard Your Philanthropic Principles by : Jeffrey Cain

Download or read book Protecting Donor Intent: How to Define and Safeguard Your Philanthropic Principles written by Jeffrey Cain and published by The Philanthropy Roundtable. This book was released on 2012-02-22 with total page 72 pages. Available in PDF, EPUB and Kindle. Book excerpt: The need for this guidebook is clear. Donors have made large gifts to charitable causes only to have the funds eventually spent on purposes they never would have supported. All too often, the trustees and staff of grantmaking institutions drift from intended goals, lose accountability, or pay insufficient attention to the principles that governed their founders' charitable giving. In some cases, assets have been put to uses that would have repelled the original benefactors, turning a generous and well-intentioned gift into a punchline. This guidebook offers detailed guidance to philanthropists who want to ensure that the assets they dedicate to charity are disbursed as they intend. It identifies common pitfalls, explains relevant tradeoffs, and describes successful strategies used by other donors. It lays a broad range of options before you, and suggests ways you can define, secure, and perpetuate your charitable intentions.

The Great Philanthropists and the Problem of "donor Intent"

Download The Great Philanthropists and the Problem of

Author : Martin Morse Wooster
Publisher :
ISBN 13 : 9781892934017
Total Pages : 198 pages
Book Rating : 4.9/5 (34 download)

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Book Synopsis The Great Philanthropists and the Problem of "donor Intent" by : Martin Morse Wooster

Download or read book The Great Philanthropists and the Problem of "donor Intent" written by Martin Morse Wooster and published by . This book was released on 1998-01-01 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Donor Intent

Author : Robert H. Bork
Publisher :
ISBN 13 :
Total Pages : 27 pages
Book Rating : 4.:/5 (941 download)

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Book Synopsis Donor Intent by : Robert H. Bork

Download or read book Donor Intent written by Robert H. Bork and published by . This book was released on 1993 with total page 27 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Protecting Your Legacy

Author : Joanne Florino
Publisher :
ISBN 13 : 9780997852639
Total Pages : pages
Book Rating : 4.8/5 (526 download)

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Book Synopsis Protecting Your Legacy by : Joanne Florino

Download or read book Protecting Your Legacy written by Joanne Florino and published by . This book was released on 2020-04-30 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The importance of respecting donor intent is frequently mentioned in discussions of philanthropic practice, but often misinterpreted or given only lip service. Wise donors, though, know that energetically guarding their gifts and their mission is the only way to ensure the integrity and effectiveness of personal giving.This comprehensive, easy-to-read book outlines-with a clarity and authority never before achieved-all of the vital steps need to protect your giving legacy. It carefully avoids one-size-fits-all solutions, addresses the central matters in depth, and incorporates the wisdom of scores of donors, foundation leaders, and consultants who generously share their experiences, from horror stories to triumphs. No matter where you are in your philanthropic journey, you can take steps to avoid losing control of your charitable gifts. And you must. As this thorough and practical book demonstrates, there is a high likelihood of bitter disappointment if you don't act to enshrine your philathropic principles in careful codes, staff choices, governance rules, and management procedures. Study this guide to make sure the fruits of your hard work and generosity actually go to the causes you hold dear.

Protecting Donor Intent

Author : Boyden Gray PLLC
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (142 download)

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Book Synopsis Protecting Donor Intent by : Boyden Gray PLLC

Download or read book Protecting Donor Intent written by Boyden Gray PLLC and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Art of Planned Giving

Author : Douglas E. White
Publisher :
ISBN 13 :
Total Pages : 394 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis The Art of Planned Giving by : Douglas E. White

Download or read book The Art of Planned Giving written by Douglas E. White and published by . This book was released on 1995 with total page 394 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A unique book with a unique approach, this is destined to become a classic." --Charitable Gift Planning News In this deeply humane and informative book, Douglas White deftly weaves together personal insight and level-headed advice in a probing look at the human side of planned giving. He helps you understand, develop, and use the interpersonal skills that are an essential part of every successful planned giving officer's art. White provides practical answers to such crucial questions as: How do I successfully approach a prospect for a planned gift? What are the steps to building a prospect's trust and instilling a sense of mission? How can I tell if I'm being too aggressive--or not aggressive enough? How do I handle a donor's lawyer and other advisors who don't support the gift? Tracing the entire process of acquiring a planned gift from the first phone call to managing the gift's assets, White offers many helpful pointers on how to deal with donors, their families, and their professional advisors, as well as executive directors and board members within your organization. He also helps you translate technical knowledge into planned gifts that are better for both donors and charities. The first book to take you beyond the mere mechanics and into the very soul of planned giving, The Art of Planned Giving is an important working resource for planned giving officers, fund-raising professionals and consultants, as well as nonprofit executives and board members.

Donor Intent

Author : Lloyd H. Mayer
Publisher :
ISBN 13 :
Total Pages : 35 pages
Book Rating : 4.:/5 (523 download)

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Book Synopsis Donor Intent by : Lloyd H. Mayer

Download or read book Donor Intent written by Lloyd H. Mayer and published by . This book was released on 2003 with total page 35 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Just Giving

Author : Rob Reich
Publisher : Princeton University Press
ISBN 13 : 0691202273
Total Pages : 258 pages
Book Rating : 4.6/5 (912 download)

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Book Synopsis Just Giving by : Rob Reich

Download or read book Just Giving written by Rob Reich and published by Princeton University Press. This book was released on 2020-05-05 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The troubling ethics and politics of philanthropy Is philanthropy, by its very nature, a threat to today’s democracy? Though we may laud wealthy individuals who give away their money for society’s benefit, Just Giving shows how such generosity not only isn’t the unassailable good we think it to be but might also undermine democratic values. Big philanthropy is often an exercise of power, the conversion of private assets into public influence. And it is a form of power that is largely unaccountable and lavishly tax-advantaged. Philanthropy currently fails democracy, but Rob Reich argues that it can be redeemed. Just Giving investigates the ethical and political dimensions of philanthropy and considers how giving might better support democratic values and promote justice.

Strategic Giving

Author : Peter Frumkin
Publisher : University of Chicago Press
ISBN 13 : 0226266281
Total Pages : 471 pages
Book Rating : 4.2/5 (262 download)

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Book Synopsis Strategic Giving by : Peter Frumkin

Download or read book Strategic Giving written by Peter Frumkin and published by University of Chicago Press. This book was released on 2008-09-15 with total page 471 pages. Available in PDF, EPUB and Kindle. Book excerpt: The philanthropic landscape is changing dramatically as a new generation of wealthy donors seeks to leave its mark on the public sphere. Peter Frumkin reveals in Strategic Giving why these donors could benefit from having a comprehensive plan to guide their giving. And with this thoughtful and timely book, he provides the much-needed framework to understand and develop this kind of philanthropic strategy. After listening for years to scores of individual and institutional funders discuss the challenges of giving wisely, Frumkin argues here that contemporary philanthropy requires a thorough rethinking of its underlying logic. Philanthropy should be seen, he contends, as both a powerful way to meet public needs and a meaningful way to express private beliefs and commitments. He demonstrates that finding a way to simultaneously fulfill both of these functions is crucial to the survival of philanthropy and its potential to support pluralism in society. And he goes on to identify the five essential elements donors must consider when developing a philanthropic strategy—the vehicle through which giving will flow, the way impact will be achieved, the level of engagement and profile sought, the time frame for giving, and the underlying purpose of the gift. Frumkin’s point is that donors must understand strategic giving as the integration of these five critical dimensions to giving. Essential reading for donors, researchers, and anyone involved with the world of philanthropy, Strategic Giving provides a new basis for understanding philanthropic effectiveness and a promising new way for philanthropy to achieve the legitimacy that has at times eluded it.

Wounded Charity

Author : Doug White
Publisher :
ISBN 13 : 9781557789402
Total Pages : 0 pages
Book Rating : 4.7/5 (894 download)

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Book Synopsis Wounded Charity by : Doug White

Download or read book Wounded Charity written by Doug White and published by . This book was released on 2019 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: ""Critically dissects allegations of Wounded Warrior Project mismanagement and the NGO's response. Provides a better understanding of how the nonprofit world operates, how it should work, and provides lessons for all charities and non-profits."--Provided by publisher."

Loring and Rounds

Author : Jr. Charles E. Rounds
Publisher : Wolters Kluwer Law & Business
ISBN 13 : 1543837050
Total Pages : 1916 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Loring and Rounds by : Jr. Charles E. Rounds

Download or read book Loring and Rounds written by Jr. Charles E. Rounds and published by Wolters Kluwer Law & Business. This book was released on 2022-01-31 with total page 1916 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook (2022) is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook (2022) is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: In the 2022 Edition, there are 91 judicial-decision references and 186 footnotes that were not in the 2021 Edition. Forty pre-existing footnotes have been revised along with their accompanying texts. There has been a major across-the-board expansion, re-organization, renovation, consolidation, coordination, and updating of the content devoted to the intersection of trust law and constitutional (U.S.) law. We have, for example, opened up a whole new section devoted entirely to relevant taking and due process jurisprudence. See §5.3.1A and its sub-sections. The Handbook's treatment of the Domestic Asset Protection Trust (DAPT) has been beefed up and consolidated in §9.28. While the Handbook has had much to say about the equitable doctrine of unclean hands as it pertains to trustee conduct, there has been little on its applicability to beneficiary conduct. This oversight has been corrected. See §§ 5.5 & 7.1.9. All this, and much more is included in the 2022 Edition of the Handbook.

Loring and Rounds

Author : Charles E. Rounds, Jr.
Publisher : Wolters Kluwer
ISBN 13 : 1454856750
Total Pages : 1874 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Loring and Rounds by : Charles E. Rounds, Jr.

Download or read book Loring and Rounds written by Charles E. Rounds, Jr. and published by Wolters Kluwer. This book was released on 2015-12-18 with total page 1874 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages--is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2016 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property

The Cycle of the Gift

Author : James E. Hughes, Jr.
Publisher : John Wiley & Sons
ISBN 13 : 1118487591
Total Pages : 198 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis The Cycle of the Gift by : James E. Hughes, Jr.

Download or read book The Cycle of the Gift written by James E. Hughes, Jr. and published by John Wiley & Sons. This book was released on 2012-11-06 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to giving well to family members Giving is at the core of family life--and with current law allowing up to $5,120,000 in tax-free gifts, at least through December 2012, the ultra-affluent are faced with the task of giving at perhaps largest scale in history. Beyond the tax saving and wealth management implications, giving to family members opens up a slew of thorny questions, the biggest of which is, "How do I prepare recipients of such large gifts?" With that question and others in mind, Hughes, Massenzio, and Whitaker have written The Cycle of the Gift in three main parts: "The Who of Giving," "The How of Giving," and "The What and Why of Giving." The first part focuses on the people most deeply involved in family giving, especially the recipients and givers (parents, grandparents, spouses, trustees). The second part, "The How of Giving," addresses the delicate balance of givers who want to maintain some level of control and recipients who want some level of freedom in accepting and growing their gifts. The final part, "The What and Why of Giving" describes various types of gifts, from money to business interests to values and rituals. The authors also introduce their "family bank" concept as a model that combines loans, trusts, and outright gifts. It embodies a framework and set of practices for long-term family growth. Even families without great wealth--or those who have already made large gifts to their children and grandchilren--can benefit from the human wisdom and practical advice found in The Cycle of the Gift.

Loring and Rounds: A Trustee's Handbook, 2021 Edition

Author : Rounds
Publisher : Wolters Kluwer
ISBN 13 : 1543818676
Total Pages : 1884 pages
Book Rating : 4.5/5 (438 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2021 Edition by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2021 Edition written by Rounds and published by Wolters Kluwer. This book was released on 2020-12-11 with total page 1884 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook is an invaluable practical resource that addresses the rights, duties, and obligations of the parties once the trustee takes title to trust property. This Handbook steers you through this complex field, providing property owners with a mechanism for seeing to the needs of beneficiaries in cost-effective, creative, efficient, and flexible ways. Loring and Rounds: A Trustee's Handbook is a handy, ready reference, and a gateway to the treatises, restatements, law review articles, uniform statutes, and cases you need to know. This fully integrated and bound volume of the 2021 Handbook brings you up to date on the latest cases, statutes, and developments, as well as new or updated discussion of topics as follow: The Handbook continues the lengthy process of pruning some of the deadwood; significant exposition has been cut, revised, or combined. In sum, the Handbook is now even leaner, meaner, and more usable than ever. In addition, numerous new cases and secondary sources have been added. These include the following: The 2021 Handbook fully covers the fourth income and principal act issued by the Uniform Law Commission, namely the Uniform Fiduciary Income and Principal Act (2018), otherwise known as UFIPA. UFIPA has been covered extensively in this edition and has been added in many separate sections. A new section covers remedies at law for breaches of trust, such as the tort of intentional interference with inheritance or acquisition by inter vivos transfer. In addition, the Handbook has been updated with 200+ new cases, including: Roth v. Jelley, holding that, when it comes to a judicial proceeding that could adversely affect the equitable property rights of a trust beneficiary,the beneficiary is entitled under the Due Process Clause of the Fourteenth Amendment to notice and an opportunity to be heard. This case also discusses the various consequences attendant to the failure to provide such notice. Hector v. Bank of N.Y. Mellon, where the court, having in part looked to the Restatement (Third) for guidance, held that the designated passive corporate trustee of a securitized fund of mortgage-backed notes would not be personally at fault, and therefore, not personally liable for any injuries to the tenants of a certain parcel of real estate, title to which the trustee had acquired via foreclosure, that might be occasioned by their exposure to lead paint in and about the premises. Murphy v. Trustee of Star Financial Bank, a case discussing the unfortunate linkage of survivorship and per stirpes: "to their surviving children per stirpes." The court held that the way in which "surviving" and "per stirpes" were linked rendered the provision itself ambiguous in that the "condition of survival negates the right of representation inherent in a per stirpes distribution." 2020 Tax Rates for Trusts and 2021 Projected Tax Rate Schedule for Trusts Note: Online subscriptions are for three-month periods. Previous Edition: Loring and Rounds: A Trustee's Handbook, 2020 Edition, ISBN 9781543818666

Keeping At It

Author : Paul A Volcker
Publisher : PublicAffairs
ISBN 13 : 154178829X
Total Pages : 322 pages
Book Rating : 4.5/5 (417 download)

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Book Synopsis Keeping At It by : Paul A Volcker

Download or read book Keeping At It written by Paul A Volcker and published by PublicAffairs. This book was released on 2018-10-30 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: The extraordinary life story of the former chairman of the Federal Reserve, whose absolute integrity provides the inspiration we need as our constitutional system and political tradition are being tested to the breaking point. As chairman of the Federal Reserve (1979-1987), Paul Volcker slayed the inflation dragon that was consuming the American economy and restored the world's faith in central bankers. That extraordinary feat was just one pivotal episode in a decades-long career serving six presidents. Told with wit, humor, and down-to-earth erudition, the narrative of Volcker's career illuminates the changes that have taken place in American life, government, and the economy since World War II. He vibrantly illustrates the crises he managed alongside the world's leading politicians, central bankers, and financiers. Yet he first found his model for competent and ethical governance in his father, the town manager of Teaneck, NJ, who instilled Volcker's dedication to absolute integrity and his "three verities" of stable prices, sound finance, and good government.

Abusive Tax Shelters

Author : United States. Congress. Senate. Committee on Finance. Subcommittee on Oversight of the Internal Revenue Service
Publisher :
ISBN 13 :
Total Pages : 208 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Abusive Tax Shelters by : United States. Congress. Senate. Committee on Finance. Subcommittee on Oversight of the Internal Revenue Service

Download or read book Abusive Tax Shelters written by United States. Congress. Senate. Committee on Finance. Subcommittee on Oversight of the Internal Revenue Service and published by . This book was released on 1983 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: