ISBN: 9781662904592 - agencies of cash flow: how to raise and invest long-term money for foundations and endowments (4 Ergebnisse)

Zustand: New. In English.

Hardcover. Zustand: Brand New. 96 pages. 6.00x0.38x9.00 inches. In Stock.

Buch. Zustand: Neu. Neuware - Written specifically for nonprofit trustees, professionals, and donors, Agencies of Cash Flow provides an innovative approach to raising and investing long-term money for foundations and endowments.FUNDRAISING - Money In Motion - focuses on capturing assets in transition, wealth transferring at death, and liquidity-generating business transactions. Planned giving solutions are based upon a patron's emotional motives, tax circumstances, and estate planning needs. Readers will learn these financial strategies to incent supporters to provide large gifts for sustainable revenue.INVESTING - Modern Portfolio Theory - teaches how to combine cash, bonds, and stocks into diversified investment portfolios to meet long-term revenue needs.GOVERNING - 7 Standards of Care - reviews the financial stewardship processes to achieve compliant and optimum long-term results. Readers learn how to document decision-making and how to create an Investment Policy Statement to match portfolios with expenditure needs.Agencies of Cash Flow is an easy-to-use management tool for those wishing to apply wealth management practices for philanthropy.…

Gebunden. Zustand: New. &Uumlber den AutorrnrnJohn Paul (JP) Phaup was Managing Director - Investments of Wells Fargo Advisors in McLean, VA, focusing on wealth management for 28 years.nPhaup served on the George Mason University Foundation for twelve years and as Cha.