A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation - Hardcover

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PETER KLEIN (HUNTINGTON NY), CFA, is a Senior Vice President/Investments with UBS Financial Services. In addition, he has been the President/Treasurer of The Claire Friedlander Family Foundation since it was first established in 2008. For many years,?Klein was the financial advisor to Claire Friedlander―she entrusted her financial legacy to?Klein to perpetuate her ideals, beliefs, and concerns.?Klein has been an adjunct Professor of Graduate Finance at C.W. Post College of Long Island University. He is the author of Getting Started in Security Analysis (Wiley 2009).?Through his career,?Klein has been called upon for major television/radio appearances to discuss investment strategy, analysis, and related financial services.

ANGELICA BERRIE (ENGLEWOOD NJ) is President of the Russell Berrie Foundation, which makes transformational gifts to seed innovative philanthropic ventures that express Russ Berrie's entrepreneurial spirit. After the death of her husband, NJ sales entrepreneur and philanthropist, Russell Berrie, Angelica assumed the role of CEO and Vice-Chair of the Board of Russ Berrie and Co. Inc., a global gift company listed on the New York Stock Exchange. The global gift company is best known for its lovable stuffed toys and popular products like the RUSS trolls. Angelica is also CEO of Kate's Paperie, a five-store chain of globally sourced specialty paper and gift wrap (Manhattan and Greenwich CT).

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"While a private foundation is by no means the only method by which to illustrate or execute one's love for people, it is certainly a primary choice of many individuals and families when considering a philanthropic gifting program, a program that can incorporate the entire familyfor generations to come. A private foundation is much like a family orchard or vineyard; the seedlings are planted and cared for and then passed down to the next generation to continue this care and harvesting."
From A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation

A Passion for Giving provides an overview and a template to understand the issues involved in managing a private foundation, starting with an engaging narrative that introduces the basics of estate planning, charitable giving, and private foundations. Authors and private foundation veterans Peter Klein and Angelica Berrie offer straightforward, clear guidance on the ins and outs of private foundations, demystifying the topic for financial advisors, CPAs, and trust/estate attorneys to help them successfully navigate the basics.

With an abundance of lessons from visionary philanthropists including Ken Behring and Peggy Dulany,A Passion for Giving looks at:

• The "whys" of giving

• Estate planning and charitable giving

• Starting and managing a private foundation

• Investment management for private foundations

• Philanthropy as the gift of who you are

• The philanthropic learning curve

• Women leading through philanthropy

• Empowering the next generation

• The journey from doing good to making change

• And much more

Essential reading for anyone contemplating the creation of a foundation or managing or advising an existing foundation, A Passion for Giving presents a practical road map for establishing a private charitable foundation, with the tools to guide you through every step of the process.