Agencies of Cash Flow is popular PDF and ePub book, written by John Paul Phaup in 2021-04-26, it is a fantastic choice for those who relish reading online the Business & Economics genre. Let's immerse ourselves in this engaging Business & Economics book by exploring the summary and details provided below. Remember, Agencies of Cash Flow can be Read Online from any device for your convenience.
Agencies of Cash Flow Book PDF Summary
Written specifically for nonprofit trustees, professionals, and donors, Agencies of Cash Flow provides an innovative approach to raising and investing long-term money for foundations and endowments. FUNDRAISING – Money In Motion – focuses on capturing assets in transition, wealth transferring at death, and liquidity-generating business transactions. Planned giving solutions are based upon a patron’s emotional motives, tax circumstances, and estate planning needs. Readers will learn these financial strategies to incent supporters to provide large gifts for sustainable revenue. INVESTING – Modern Portfolio Theory – teaches how to combine cash, bonds, and stocks into diversified investment portfolios to meet long-term revenue needs. GOVERNING – 7 Standards of Care – reviews the financial stewardship processes to achieve compliant and optimum long-term results. Readers learn how to document decision-making and how to create an Investment Policy Statement to match portfolios with expenditure needs. Agencies of Cash Flow is an easy-to-use management tool for those wishing to apply wealth management practices for philanthropy.
Detail Book of Agencies of Cash Flow PDF
- Author : John Paul Phaup
- Release : 26 April 2021
- Publisher : Gatekeeper Press
- ISBN : 9781662904608
- Genre : Business & Economics
- Total Page : 90 pages
- Language : English
- PDF File Size : 17,5 Mb
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