# Managing Foundations and Charitable Trusts

- Link: https://fundraising.co.uk/books/managing-foundations-charitable-trusts-essential-knowledge-tools-techniques-donors-advisors-bloomberg-financial/
- Published: 2011-11-01T17:19:00+00:00
- Author: Howard Lake

**Essential Knowledge, Tools, and Techniques for Donors and Advisors. **

**The insider’s guide to charitable organisations for donors and their advisors**

Do you know when to use a private foundation, a donor-advised fund, or a charitable
remainder trust or other charitable vehicle? Do you know the different tax benefits,
limitations, and control rules for each alternative? Do you have an appropriate 
investment policy for your endowed charities? Do you have a rubric for avoiding 
fraud? Do you know what to look for to make sure that your charitable donations 
don’t do the opposite of what you intend?

In _Managing Foundations and Charitable Trusts_, Roger D. Silk and James W. Lintott
provide a comprehensive guide for charitable donors and their advisers in relation
to the USA.

Additional topics include:

 * Foundation Governance
 * When to seek additional professional help
 * When and how to turn a CRT interest into cash
 * Key tax issues
 * Creating a legacy
 * Why tax planning is so difficult, and how to approach it

Straightforward and authoritative, _Managing Foundations and Charitable Trusts_ 
is a handy, easy-to-read guide that all donors and their advisors will want to keep
on hand.