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Family Foundation Advisor
Editor: Katherine E. David, J.D.

Expert guidance for effective foundation management, development and grant-making.

Written by leading authorities on foundation management and law, Family Foundation Advisor is the bimonthly report letter devoted exclusively to helping family foundation administrators and their professional advisors preserve foundation assets, avoid legal pitfalls and ensure that the foundation has a positive impact on the community it serves.Each issue reviews current legal and regulatory developments and provides the best current ideas and strategies for investment and asset protection, taxes and estate planning, compensation, fiduciary issues, and other important legal issues, with a special focus on private, family-directed nonprofits. Issues focus on the full range of legal and business issues facing foundations, including:
  • Asset management
  • Accounting and financial reporting requirements
  • Disclosure requirements
  • Estate planning techniques
  • Foundation management
  • Funding trends
  • Grantmaking
  • Investment strategies
  • IRS rulings and compliance requirements
  • Legislative developments
  • Tax planning strategies
  • Strategies for family involvement and conflict resolution
  • Marketing/positioning the foundation

Related Publications:
Journal of Taxation of Investments

Complete Guide to Nonprofit Organizations
Complete Guide to Retirement Plans for Small Businesses

 

 

 

Family Foundation Advisor
Format: Report Letter
Frequency: 6x annually
SSN: 1537-9485
E-ISSN: 2157-0914
US $229.95 Print and Online — Individual

US $599.95 Print and Online—Library/Institutional

Guide for Authors

 

 


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