Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits by Phaup, John Paul

Agencies of Cash Flow Foundations and Endowments: Investment Management, Governance, and Planned Giving for Nonprofits

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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.



Author: John Paul Phaup
Publisher: Gatekeeper Press
Published: 03/13/2021
Pages: 96
Binding Type: Hardcover
Weight: 0.73lbs
Size: 9.00h x 6.00w x 0.38d
ISBN13: 9781662904592
ISBN10: 1662904592
BISAC Categories:
- Business & Economics | Nonprofit Organizations & Charities | Fundraising & Grants
- Business & Economics | Finance | Wealth Management