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.
