Foundation Management: Innovation and Responsibility at Home and Abroad

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.