Passion for Giving by Berrie, Angelica

Passion for Giving (Hardcover) (ISBN-13: 9781118023877)

Vendor: Peter Klein
Product type: Books
Format: Hardcover
$48.95
$48.95
$48.95
Subtotal: $48.95
Passion for Giving by Berrie, Angelica

Passion for Giving

$48.95
Passion for Giving by Berrie, Angelica

Passion for Giving

$48.95
Format: Hardcover
Description
Description
x
"A Passion for Giving is divided into two sections--the first describes the "How To" with respect to developing a philanthropic effort (from a CRT to a private foundation and everything in between). This section starts with the genesis of charitable giving--the estate plan--and covers the different vehicles one considers when searching for a means for their charitable intentions. It also covers the mechanics of establishing and managing a private foundation--discussing such areas as family involvement, day-to-day management, investment coordination and management, governance and perpetuity vs. sunsetting. The second section of the book gives the reader a "case study" of 5-6 existing private foundations--what their missions are, how they operate, their successes and failures along the way--vignettes that speak to their passions for giving"--

Author: Peter Klein, Angelica Berrie
ISBN-10: 1118023870
ISBN-13: 9781118023877
Publisher: Wiley
Language: English
Published: 01/11/2012
Pages: 320
Format: Hardcover
Weight: 1.30lbs
Size: 9.10h x 6.20w x 0.90d
By Peter Klein
By Peter Klein
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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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