Provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation, including grant making, tax filings, funding the foundation, and many more. Also includes statistical background to substantiate your decisions. Includes valuable practice tools such as: Forms, checklists, questionnaires, training forms; Accounting procedures, investment management, liability protection and more.

Family Foundation Handbook, 2010

Business & Money

Jerry J. McCoy, JD

Kathryn W. Miree

Accounting

The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.

Family Foundation Handbook (2006)

Jerry J. McCoy

Business Development & Entrepreneurship

Professional Advisors' Guide to Planned Giving offers practical advice on the wide range of issues that arise for charities implementing a planned giving program and for donors making charitable gifts. This book provides practical guidance for all professionals advising donors or charities on financial issues and charitable giving. The 2006 Edition of Professional Advisors' Guide to Planned Giving provides the legislative, regulatory, and judicial developments that are most important to professionals concerned with tax-exempt organizations. The latest developments include: · Full text updated to reflect most recent IRS Letter Rulings, Revenue Rulings, and Notices · Expanded section on building nonprofit endowments · Discussion of changes to Uniform Management of Institutional Funds Act (UMIFA) found in 2005 draft of National Conference of Commissioners on Uniform State Laws · Updated figures from the Giving USA 2005 report on U.S. giving from the American Association of Fundraising Counsel Foundation · Updated state by state figures showing number of returns, return with itemized deductions, return with charitable deductions, and dollar value of charitable deductions from IRS Statistic of Income Bulletin · Updated database, software, and publications vendor lists · Updated section incorporating recent changes in vehicle and patents/intellectual property laws instituted in The American Jobs Creation Act of 2004 for nonprofits and donors · New gift substantiation requirements under The American Jobs Creation Act of 2004 · Next section focusing on current issues involving charities and life insurance including charitable reverse split-dollar, dead pools, and investor owned life insurance (IOLI) · New ruling requiring spousal disclaimer for valid charitable remainder trust in states where probate law permits allocation to marital share · Details on gift annuities at the institutional level from the most recent survey of · Expanded section on legislative oversight of charities and charitable giving · The American Council on Gift Annuities · Current calculations and examples

Professional Advisors' Guide to Planned Giving (2006 Edition)

Administrative Law

The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.  * Updated coverage of the Pension Protection Act of 2006 changes and post-enactment developments, including IRS Guidesheets and Explanations on supporting organizations  * Dealing with your supporting organization after it becomes a private foundation  * Engaging younger generations through Kitchen Table Philanthropy  * Comparing the options available to the family contemplating a family foundation after the Pension Protection Act of 2006  * The most recent statistics of family foundation trends and profiles from The Foundation Center, the Council on Foundations, the Association of Small Foundations, the Giving USA Foundation, and the Internal Revenue Service.  * New and expanded court cases addressing private foundation issues from the Tax Courts and the IRS.  * News stories focusing on private foundation litigation and cautionary tales of foundation manager liability.  * The latest data on staff salaries and guidelines.  * Updated lists of foundation resources including charitable trade groups, online research sites, international grantmaking entities, socially responsible investment firms, administrative software, and more.  * A review of the new Uniform Prudent Management of Institutional Funds Act (UPMIFA) and progress in adopting UPMIFA across the country.

Family Foundation Handbook (2009)

CCH, Inc.

See the best price to sell, buy, or rent books by Kathryn W. Miree. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Kathryn W. Miree

See the best price to sell, buy, or rent books by Kathryn W. Miree. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Family Foundation Handbook, 2010

Family Foundation Handbook (2006)

Professional Advisors' Guide to Planned Giving (2006 Edition)

Family Foundation Handbook (2009)