Agencies of Cash Flow: How to Raise and Invest Long-Term Money for Foundations and Endowments (Hardcover)

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Description


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.



Product Details
ISBN: 9781662904592
ISBN-10: 1662904592
Publisher: Gatekeeper Press
Publication Date: March 13th, 2021
Pages: 96
Language: English