Family Foundation Handbook

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9780808090519: Family Foundation Handbook

The Family Foundation Handbook provides comprehensive coverage of the legal, tax, and business aspects of forming and operating a family foundation. From grantmaking to investment management, accounting procedures to tax filings, and funding the foundation to protecting it from liability, this handbook provides coverage of all the issues a family foundation faces.This valuable resource provides forms, checklists, questionnaires, training forms, and other items to help provide the professional assistance every foundation needs.

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About the Author:

Jerry J. McCoy, Esq. is an independent attorney in Washington, D.C., specializing in charitable tax planning, tax-exempt Organizations, and estate planning. He holds law degrees from Duke University and New York University. A member of the American Law Institute and a fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel, Mr. McCoy is listed in Who's Who in America, Who's Who in American Law, and The Best Lawyers in America. A frequent presenter at planned giving, tax, and estate planning seminars, he serves on the adjunct faculties at the Georgetown University Law Center and the University of Miami Law School. He is chairman of the Charitable Planning and Exempt Organizations Committee of ACTEC. Kathryn W. Miree, Esq. is president of Kathryn W. Miree & Associates, Inc., a consulting firm that works with nonprofits to develop planned giving programs. She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She spent 15 years in various positions, including manager of the Personal Trust Department, in the Trust Division of a large bank. During her tenure with the bank, Ms. Miree handled estate, charitable trust, and foundation administration. She joined a regional brokerage firm in 1994 to start its trust company. She established Kathryn W. Miree & Associates, Inc. in 1997. Ms. Miree is a past president of the National Committee on Planned Giving, the founding president of the Alabama Planned Giving Council, a past president of the Estate Planning Council of Birmingham, Inc., and a past member of the Board of the National Association of Estate Planners & Councils. In addition to those professional associations, she currently serves on a number of foundation and nonprofit boards. She is the author of Professional Advisors' Guide to Planned Giving. Ms. Miree is a frequent lecturer on nonprofit management and fundraising. Her clients inclu

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