Expert guidance for effective foundation management, development and grant-making.
Written by one of the country’s 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
To order, use the orderform or contact: Civic Research Institute • P.O. Box 585, Kingston, NJ 08528 Tel: 609-683-4450 • Fax: 609-683-7291
Email: order@civicresearchinstitute.com
