A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation

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9781118023877: A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation
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Praise for A Passion for Giving

"Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift."
Andres Spokoiny, President and CEO, Jewish Funders Network

"Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie."
Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation

"This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back. The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor."
Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI

"I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation."
Michael Leeds, Co-Chair, Harbor Glow Foundation

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From the Inside Flap:

"While a private foundation is by no means the only method by which to illustrate or execute one's love for people, it is certainly a primary choice of many individuals and families when considering a philanthropic gifting program, a program that can incorporate the entire familyfor generations to come. A private foundation is much like a family orchard or vineyard; the seedlings are planted and cared for and then passed down to the next generation to continue this care and harvesting."
From A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation

A Passion for Giving provides an overview and a template to understand the issues involved in managing a private foundation, starting with an engaging narrative that introduces the basics of estate planning, charitable giving, and private foundations. Authors and private foundation veterans Peter Klein and Angelica Berrie offer straightforward, clear guidance on the ins and outs of private foundations, demystifying the topic for financial advisors, CPAs, and trust/estate attorneys to help them successfully navigate the basics.

With an abundance of lessons from visionary philanthropists including Ken Behring and Peggy Dulany,A Passion for Giving looks at:

  • The "whys" of giving

  • Estate planning and charitable giving

  • Starting and managing a private foundation

  • Investment management for private foundations

  • Philanthropy as the gift of who you are

  • The philanthropic learning curve

  • Women leading through philanthropy

  • Empowering the next generation

  • The journey from doing good to making change

  • And much more

Essential reading for anyone contemplating the creation of a foundation or managing or advising an existing foundation, A Passion for Giving presents a practical road map for establishing a private charitable foundation, with the tools to guide you through every step of the process.

About the Author:

PETER KLEIN (HUNTINGTON NY), CFA, is a Senior Vice President/Investments with UBS Financial Services. In addition, he has been the President/Treasurer of The Claire Friedlander Family Foundation since it was first established in 2008. For many years,?Klein was the financial advisor to Claire Friedlander—she entrusted her financial legacy to?Klein to perpetuate her ideals, beliefs, and concerns.?Klein has been an adjunct Professor of Graduate Finance at C.W. Post College of Long Island University. He is the author of Getting Started in Security Analysis (Wiley 2009).?Through his career,?Klein has been called upon for major television/radio appearances to discuss investment strategy, analysis, and related financial services.

ANGELICA BERRIE (ENGLEWOOD NJ) is President of the Russell Berrie Foundation, which makes transformational gifts to seed innovative philanthropic ventures that express Russ Berrie's entrepreneurial spirit. After the death of her husband, NJ sales entrepreneur and philanthropist, Russell Berrie, Angelica assumed the role of CEO and Vice-Chair of the Board of Russ Berrie and Co. Inc., a global gift company listed on the New York Stock Exchange. The global gift company is best known for its lovable stuffed toys and popular products like the RUSS trolls. Angelica is also CEO of Kate's Paperie, a five-store chain of globally sourced specialty paper and gift wrap (Manhattan and Greenwich CT).

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Book Description John Wiley & Sons Inc, United States, 2012. Hardback. Condition: New. Language: English. Brand new Book. Praise for A Passion for Giving "Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift." Andres Spokoiny, President and CEO, Jewish Funders Network "Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie." Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation "This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back.The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor." Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI "I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation." Michael Leeds, Co-Chair, Harbor Glow Foundation. Seller Inventory # AAH9781118023877

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Book Description John Wiley & Sons Inc, United States, 2012. Hardback. Condition: New. Language: English. Brand new Book. Praise for A Passion for Giving "Klein and Berrie have produced a great book that manages to make complex issues simple. It blends with grace and craft the deep with the practical and the concrete with the philosophical. It is a precious tool for both the neophyte and the experienced philanthropist. It is both a useful manual and a profound exploration of the core values of giving. In a word, this book is a true gift." Andres Spokoiny, President and CEO, Jewish Funders Network "Through the years, many people have asked us why we set up our family foundation and how we went about accomplishing this goal. The 'why' is easy to answer: we are fortunate enough to be able to give back and help others in need. The 'how' is perfectly explained in this compelling and very informative book by Peter Klein and Angelica Berrie." Marilyn and Barry Rubenstein, The Marilyn and Barry Rubenstein Family Foundation "This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give back.The stories remind us that when philanthropy, an intensely personal journey, is coupled with deep learning, transformation occurs for both the recipient and the donor." Debra Mesch, PhD, Professor and Director, Women's Philanthropy Institute, IUPUI "I wish I could have had this book to guide me and refer to as my wife, Andrea, and I launched our Harbor Glow Foundation a decade ago. We would have been much more efficient in the process and more focused in our direction from the get-go. Peter and Angelica capture the spirit and nitty-gritty of a family foundation." Michael Leeds, Co-Chair, Harbor Glow Foundation. Seller Inventory # AAH9781118023877

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