Foundation Management: Innovation and Responsibility at Home and Abroad

Front Cover
Frank L. Ellsworth, Joe Lumarda
John Wiley & Sons, 2003 M02 28 - 312 pages
A foundation insider's guide to financial management challenges and solutions

Foundation Management represents the only single-volume reference to cover tried and true and emerging financial planning and management issues-in both the domestic and foreign sectors-affecting philanthropic foundations. A companion to Frank Ellsworth and Joe Lumarda's From Grantmaker to Leader: Emerging Strategies for 21st Century Foundations, this comprehensive survey not only provides practitioners with a better understanding of the changing financial, legal, and international landscape, but also delivers targeted operational management strategies. Topics covered include:

  • European foundations
  • Nongovernment organizations in Asia
  • U.S. and Mexican relations foundations
  • The relationship between the IRS and philanthropic foundations
  • The roles of lawyers, accountants, and investment professionals

Extensive interviews with key industry insiders supplement the commentary throughout. Trustees, CEOs, CFOs, members of investment committees, tax and estate-planning professionals, and program officers will find Foundation Management to be an indispensable resource.

From inside the book

 

Selected pages

Contents

Section One Exporting Philanthropy The Growing Presence of and Relationship with Foundations Abroad
1
Section Two More Than Sitting on Money The Gentle Balance of Prudence Growth and Mission
127
Section Three The Trusted Counsel The Changing Rules and Roles of Advisors
203
Index
299
Copyright

Other editions - View all

Foundation Management: Innovation and Responsibility at Home and Abroad
Frank L. Ellsworth,Joe Lumarda
No preview available - 2003
Foundation Management: Innovation and Responsibility at Home and Abroad
Frank L. Ellsworth,Joe Lumarda
No preview available - 2003

Common terms and phrases

activities addition agreement amount apply Asia assets benefit Center changes charity civil client committee companies consultant corporate cost countries created dation decisions determine directors discussion disqualified person distribution economic effective endowment entity established Europe European example exempt Exhibit expected expenditure foreign foun foundation’s funds giving going grantmaking grants important income increased individual institutions interest International investment involved issues lawyer limited look managers meet ment million Ministry nonprofit officer operations organizations percent person philanthropy portfolio private foundation procedures programs projects public charity question regarding regulations reports requirements responsibility result risk role rules sector social society spending structure tion transactions trustees types understand United

About the author (2003)

FRANK L. ELLSWORTH is a vice president at Capital Research and Management Company, where he oversees and coordinates programs and services to endowments in Los Angeles.
JOE LUMARDA is Executive Vice President of External Affairs for the California Community Foundation in Los Angeles.

Bibliographic information

TitleFoundation Management: Innovation and Responsibility at Home and Abroad
EditorsFrank L. Ellsworth, Joe Lumarda
PublisherJohn Wiley & Sons, 2003
ISBN0471460397, 9780471460398
Length312 pages
  
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