The Perfect Legacy: How to Establish Your Own Private Foundation - Softcover

Prince, Russ Alan; Rathbun, Gary L.; File, Karen Maru

9780965839112: The Perfect Legacy: How to Establish Your Own Private Foundation

Softcover

ISBN 10: 0965839117 ISBN 13: 9780965839112

Publisher: Hnw Pr, 1998

This book is for people who want to establish private foundations and the professional advisors who help them. Advisors, give The Perfect Legacy to your affluent clients as a prelude to a discussion about their personal foundation. The Perfect Legacy is an easy-reading introduction to a hot topic among the high-end affluent, starting their own private foundation. The Perfect Legacy will inspire your clients to request a foundation feasibility study from you, an opportunity for you to help structure the foundation's assets and consult on personal asset management and overall estate planning.

For people considering a private foundation, The Perfect Legacy is filled with anecdotes about other foundations and their founders, and pie charts and graphs. It sets aside the usual technical detail to focus on issues important to founders - just how the foundation fits into their lives and that of their families.

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From the Back Cover:

"If you want a perfect guide to all of the important issues involved in setting up a family foundation, get The Perfect Legacy." - Dr. and Mrs. MK, K Family Foundation

"The Perfect Legacy is the handbook I wish I had when we were setting up our foundation. It would have saved us some time, but more importantly, it would have kept us focused on the important issues." - LMR and DFG, M Foundation

"When we set up our foundation, we wanted to help people; we didn't want to get bogged down in legal and tax details. The Perfect Legacy is centered on helping people, with just enough technical detail to help you with your advisors." - KH, MH and GH, H Charitable Trust

"We didn't think it was possible for people like us to set up a private foundation. After reading The Perfect Legacy, and then talking to our advisors, we can now honor our parents in the way we wanted to." - JC and FC, C Family Fund

About the Author:

Russ Alan Prince -

Russ Alan Prince is President of Prince & Associates, a research and consulting firm with expertise in charitable planning and giving. Mr. Prince has consulted on charitable planning for individuals for many years, and on development issues with such organizations as the American Medical Association and the American Heart Association. He is regularly featured in the Chronicle of Philanthropy and the journal Trusts & Estates. He is co-author (with Gary Rathbun) of The Charitable Giving Handbook and co-author (with Karen File) of The Seven Faces of Philanthropy.

Gary L. Rathbun -

Gary L. Rathbun is a professional financial and charitable planner. Over his many years of professional practice, he has helped hundreds of affluent individuals with their personal estate and charitable planning over the years. He is President of Private Wealth Consultants. His particular area of expertise is private foundations, and he is co-author (with Russ Prince) of The Charitable Giving Handbook. Mr. Rathbun is frequently called upon to lead seminars on the topic.

Karen Maru File -

Karen Maru File is Associate Professor of Marketing at the University of Connecticut, where a major area of her research has been philanthropy. She has been the principal investigator on several national studies of charitable giving, and has published on values and motivations associated with charitable giving in such journals as the Journal of Business Research, and Non-Profit Management and Leadership. She is co-author (with Russ Prince) of The Seven Faces of Philanthropy.

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