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Philanthropy, Heirs & Values

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Author :
Release : 2005
Genre : Charities
Kind : eBook
Book Rating : 514/5 ( reviews)

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Book Synopsis Philanthropy, Heirs & Values by : Roy Williams

Download or read book Philanthropy, Heirs & Values written by Roy Williams. This book was released on 2005. Available in PDF, EPUB and Kindle. Book excerpt: Review: ...right on target! This book proves that philanthropy is an incredible teaching tool for your family once you know how to apply its power.

Preparing Heirs

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Release : 2003
Genre : Business & Economics
Kind : eBook
Book Rating : 316/5 ( reviews)

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Book Synopsis Preparing Heirs by : Roy Orville Williams

Download or read book Preparing Heirs written by Roy Orville Williams. This book was released on 2003. Available in PDF, EPUB and Kindle. Book excerpt: Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

Wealth in Families

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Release : 2006
Genre : Charitable giving
Kind : eBook
Book Rating : /5 ( reviews)

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Book Synopsis Wealth in Families by : Charles W. Collier

Download or read book Wealth in Families written by Charles W. Collier. This book was released on 2006. Available in PDF, EPUB and Kindle. Book excerpt: This book by Harvard's former senior philanthropic advisor addresses many of the questions of concern to families of wealth, including ways to teach family values through philanthropy.

The Power of Leveraging the Charitable Remainder Trust

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Author :
Release : 2009-09-11
Genre : Business & Economics
Kind : eBook
Book Rating : 095/5 ( reviews)

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Book Synopsis The Power of Leveraging the Charitable Remainder Trust by : Daniel Nigito

Download or read book The Power of Leveraging the Charitable Remainder Trust written by Daniel Nigito. This book was released on 2009-09-11. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to avoiding accidental philanthropy and controlling your tax destiny Written by Daniel Nigito-a financial services expert whose programs have saved families millions in tax dollars and created millions more for charities across the United States-this timely guide will show you how to use the simple, yet powerful strategy known as "charitable leverage" to regain control of your financial life. This proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family, taps into the unique tax characteristics of two financial instruments-the Charitable Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order to achieve some amazing goals. Offers insights on increasing your current income while paying less tax on it Discusses how to develop real asset protection without moving your money offshore or using complicated and often questionable tax schemes Details how you can build a personal tax-deductible retirement account that does not interfere with other retirement plans The best way to avoid becoming an accidental philanthropist is by understanding how to make taxes work for you. The Power of Leveraging the Charitable Remainder Trust will show you how to do this and, in the process, add meaning to your money.

Generation Impact

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Release : 2017-10-02
Genre : Business & Economics
Kind : eBook
Book Rating : 817/5 ( reviews)

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Book Synopsis Generation Impact by : Sharna Goldseker

Download or read book Generation Impact written by Sharna Goldseker. This book was released on 2017-10-02. Available in PDF, EPUB and Kindle. Book excerpt: An insider’s guide to the coming philanthropic revolution Meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe their ambitious plans to revolutionize giving so it achieves greater impact. And learn how to help them succeed in a world that needs smart, effective donors now more than ever. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. They want to disrupt the traditional world of charitable giving, and they want to do so now, not after they retire to a life of philanthropic leisure. Generation Impact pulls back the curtain on these rising leaders and their “Impact Revolution,” offering both extensive firsthand accounts and expert analysis of the hands-on, boundary-pushing, unconventional strategies next gen donors are beginning to pursue. This fascinating book also shows another side of the donors in Generation Impact: they want to respect the past even as they transform the future. They are determined to honor the philanthropic legacies and values they’ve inherited by making big giving more effective than ever before. If they succeed, they can make historic progress on causes from education to the environment, from human rights to health care. Based on years of research and close engagement with next gen donors, Generation Impact offers a unique profile of the new faces of philanthropy. Find out, directly from them: How they want to revolutionize giving to expand its positive impact on our lives and our communities. Which causes interest them, how they want to engage with those causes … and, perhaps more important, how they do not want to engage. Which new tools and strategies for change excite them most. What they are learning from previous generations, and what they want to bring to their work alongside those generations. How we can all ensure their historic potential is channeled in ways that make our world better. The Impact Revolution will be messy, but it could also result in solutions for some of our most persistent problems. Generation Impact offers targeted, practical advice to parents, families, and their advisors, as well as nonprofit professionals—those who work closest with these next gen donors—on how to engage, nurture, and encourage them as they reshape major giving and make their mark on history. Help them channel their enthusiasm—and their wealth—to make the most positive difference in a world with such great need.

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