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In addition to useful technical information such as when to use a charitable lead trust, and how to structure gifts from retirement plans, the book also delves into more sensitive planning issues such as how to recognize ethical dilemmas, and how to manage a planned giving team which mixes both non-profit and commercial sector advisors.
Furthermore, it provides up-to-date analysis of charitable and planned giving trends, including the use of the Internet, information on specialized software packages, and a detailed chapter-by- chapter bibliography recommending related and timely books, articles, and websites.
This book is suitable for the following readers:
Planned Giving Staff
Development Staff
Attorneys
Accountants
Financial Planners
Insurance Agents
Trust Officers
Investment Advisors
Because the book balances cutting edge techniques with the need to avoid overly aggressive and risky planning, charities may find it advantageous to provide copies to their Advisory Board members and other commercial sector advisors with whom they work. And since the book contains detailed information, ranging from basic to advanced, about charitable planning tools, laws, and trends, advisors who want to include such plans in their portfolio will find this book handy in developing both sound plans for their clients and profitable working relations with non-profit organizations.
Chapter Headings:
Techniques of Charitable Planning
Selling the Dream
General Rules for Charitable Deductions
Income Percentage Limits
Gifts of Property
Partial Interest Rules
E-Philanthropy and Technology Issues
Ethical Issues in Charitable Planning
The Planned Giving Office
The Planned Giving Team
Tools of Charitable Planning
Bargain Sale Transactions
Below-Market Interest Loans
Charitable Gift Annuities
Charitable Giving Using Life Insurance
Charitable Lead Trusts
Charitable Remainder Annuity Trusts
Charitable Remainder Unitrusts
Community Foundations
Qualified Conservation Contributions
Donor Advised Funds
Pooled Income Funds
Private Foundations
Retirement Plan Gifts
Testamentary Gifts
Supporting Organizations
Appendices
Planned Giving Trends
Charitable Gift Annuity Rates and IRS Expected Return Multiples
Charitable Remainder Trust Administration
Income Percentage Limits for Lifetime Charitable Gifts
Codes of Ethics
IRS Filing Requirements and Forms
Model Forms for Charitable Remainder Trusts
Charitable Planning Software
Tax Rates and Credits
Valuation Issues Relating to Specific Assets
Valuation Tables
Charitable Planning Websites
Through Clayton's eyes we experience life in Nauvoo, Illinois, when the city was the Mormon capital; we feel the bitter cold of the winter of 1845-46, when the Mormons evacuated the city; as well as the great hopes people had for Utah Territory.
From Clayton's journals, we also see some of the disappointments and problems people went through during this period--the change in leadership after Joseph Smith was killed; some of the confusion on the trail during the trek West; and problems caused by dissident members of the Church in Utah.
Allen's narrative style makes this book impossible to put down. He grips the reader very firmly in the first few pages and doesn't let go again until the very last page. This is the story of one man and his experiences in 19th century Illinois and in Utah, complete with all the disappointments and heartbreak.
This book is a must read for anyone interested in Mormon history.
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And special effects are not left out as well -- you'll discover how to do some cool things that are well beyond the average tutorial, to make your latest epic really standout. Overall this is my favorite Max book so far, and I have them all. Trust me -- just buy it.
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You might be asking how then does a business grow. The authors would say first by defining the core business. What business are we really in and good at. Once the core business has been defined and focused on growth opportunities come from opportunities adjacent to the core business. A few example adjacencies could be new customer segments, new channels, new geographies, new value chain steps (forward, backward...), new business, and new products.
If you are trying to define a sustainable growth strategy then this book is worth the read. If you have many non core business that are under performing then this book is worth the read. If you have a successful business and are looking for the next growth vehicle you will want to read this book.
Zook starts his book with a sobering fact: only one company in eight achieves sustained growth over periods of 10 years or more. He then sets to explore the common thread between the chosen few, and bases his resarch on more than 200 actual consulting assignments, a database of 2,000 public companies, and the records of private equity (venture capital) firms.
Zook's most important finding: It is your best performing businesses that are likely those furthest form their full potential! Thus, the best source of sustained growth is to strengthen the best among your businesses, and build on these winners to expand through logical and reinforcing adjacencies.
To accomplish this, Zook offers a clearly conceived and easily understood framework, that is chockfull of practical advice, and refreshingly bare of catchy phrases and obfuscating lingo. Zook's exploration offers timeless reference points that managers can use in every business.
Of course, this review is somewhat biased: my company has been a believer in adjacency strategies built around strong cores, and I have seen first hand how Zook's principles can reenergize a business, build management enthusiasm, and drive profitable growth.
Impressively, Zook achieves the feat of condensing his findings and advice into 150 extremely well-written pages, delivering a concise reference book that every management strategist can (and should) carry in his briefcase as a constant companion.
Second, the author makes many important recommendations about how you should manage your company... strategically. Again, these recommendations are based largely on research done by the author or his peers mostly at Bain & Co. regarding maintaining competitive advantage.
With the exception of Jack Welch (and previously Geneen at IT&T, I'm sure), large conglomerates can not maintain growth rates over long periods of time (ten years was the period used in the book).
So, the recommendations that your company stick to its knitting ("the core") is the foundation of the book. But many people already know this. So, most interesting, are the recommendations and research that show the nuances.
For example, the author shows how the areas around your core business offer the most profitable opportunities for fast growth... yet also contain the most dangers from encroaching competitors, or bad fitting investments. He calls this area your adjacency.
The author suggests that how you manage your adjacency largely determines your success at long term business growth.
There are too many concepts and details to summarize here. There is a lot of meat to the book (although it is not a huge book). Still it is fairly easy to read. You will not whiz through the book because you will often pause to consider the ramifications of the author's points. But it is not a difficult read.
The books major points are well illustrated with many examples (Dell, Microsoft, Starbucks, W.W. Grainger, etc.).
This book is most appropriate for management involved in strategy, and investors trying to figure out the appropriateness of acquisitions by companies.
Most of the pages in my book are underlined. The stories fit the observations and recommedations well. The research presented was most interesting, and was often summarized into easily read charts and tables.
I highly recommend this book. There are lots of implementable ideas in this book. As an investor you will be able to spot an inappropriate acquisition much more easily. ...
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The whole plot of The Secret Garden was about a girl named Mary Lennox, an orphaned, disagreable looking, girl, who needed some action in her life. And she reached her goal. She was ten when she moved to her Uncle's house on a moor in Yorkshire. One of the housemaids, Martha, showed her around, and told Mary stories about her family that Mary enjoyed. On of Martha's brothers, Dickon, was an animal charmer and a nice, perfect boy who Mary fancyed that Mary finally met. He helped her uncover and bring to life a huge secret.This secret can not be shared with you, you'll have to find out yourself.Mean while, when Mary was sleeping at night, a childs cry woke her up. On day she investigated the noise. She found another secret on her way, a secret corrider. Will Mary find out who is screaming? If so, what should she do about it? Will Dickon and Mary succeed in bringing the secret alive?
I recommend this book to anyone who enjoys reading exciting adventures. My opinion on The Secret Garden is that out of five stars I would give it 5 stars, because it was so fun to read, and I didn't want to stop!