[DOWNLOAD] "Agencies of Cash Flow Foundations and Endowments" by John Paul Phaup # Book PDF Kindle ePub Free
eBook details
- Title: Agencies of Cash Flow Foundations and Endowments
- Author : John Paul Phaup
- Release Date : January 26, 2021
- Genre: Industries & Professions,Books,Business & Personal Finance,Finance,
- Pages : * pages
- Size : 6159 KB
Description
Written specifically for nonprofit trustees, professionals, students, and donors creating foundations and endowments, this book teaches investment, governance, and planned giving management for nonprofit, philanthropic, and civic organizations. Much of this information also applies to retirement investing and estate planning.
With nearly 30 years of experience as a financial advisor, foundation trustee, and adjunct professor, John Paul Phaup provides a needed and easy to understand tutorial about how to raise and invest donor money for long-term, sustainable revenue.
After reading this book, you will be able to:
• Define the income distribution requirements of foundations and endowments and why they receive special tax treatment
• Understand financial markets and the profound importance of inflation and interest rates
• Construct a Growth and Income portfolio using cash, bonds, and stocks according to modern portfolio theory
• Fulfill fiduciary duties by following the 7 Standards of Care and create an Investment Policy Statement
• Describe donor tax motivations and manage financial strategies utilizing your nonprofit tax-exempt status
• Implement a Planned Giving campaign focusing on assets in transition—assets transferring at death and liquidity-generating business transactions.
This book provides a new description to promote attention to the monetary function of foundations and endowments, otherwise known as Agencies of Cash Flow.
About the Author
John Paul (JP) Phaup was Managing Director – Investments of Wells Fargo Advisors in McLean, VA, focusing on wealth management for 28 years.
Phaup served on the George Mason University Foundation for twelve years and as Chairman of the Investment Committee. He was an adjunct professor of finance and is an adjunct professor of nonprofit studies at George Mason University. He served as Chairman of the Arts at Mason Partnership and founded Instruments in the Attic along with the Mason Community Arts Academy.
Prior to working in the investment industry, Phaup was a political consultant and manager for Republican campaigns in California and Texas and was vice president and cofounder of Hannibal Campaign Software.
Phaup earned his BA in Public Affairs from the University of Southern California, an MBA from George Mason University, and was named Mason’s Alumnus of the Year 2009.
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