PLANNING YOUR GIVING
Minnesota Toolkit for Giving -
Print Version
Minnesota Council on Foundations, 2000.
Limit 1 free
copy per person; multiple copies available for a fee (see Order
Form).
The Toolkit's print version contains much of the same information
provided at this site, in an easy-to-use booklet and folder.
Inspired Philanthropy: Creating a Giving Plan
Chardon Press, 1998. $20.
In this workbook, authors Tracy Gary and Melissa Kohner show donors of all types how to
develop personal charitable giving plans that are, in their words, "thoughtfully
developed and conscientiously implemented."
Smart & Caring: A Donors Guide to Major Gifting
RDL Publishing, 1999. $5.
In this paperback book, Richard and Linda Livingston share the process they went
through to move from being detached citizens of the community to deeply involved donors
and volunteers. They also take a look at the technical and financial sides of becoming a
donor.
The Stages of Giving
Independent Sector, 1999. $9.
This publication tells the story of a lifetime of giving in the words of philanthropist
Kenneth N. Dayton. He and his wife, Judy, started out in 1945 giving $1,250, and their
gifts to date total over $100 million. Dayton shares his nine-stage giving process to help
others learn how to move from what he calls a minimal response to a creative and
thoughtful maximum giving strategy.
Voyage of Discovery: A Planning Workbook for Philanthropic Families
National Center for Family Philanthropy,
2001. $55.
This workbook is the first resource designed exclusively for families
thinking about the future of their giving programs. Written by national
philanthropy expert Judith
Healey, the workbook addresses key questions a family might have
about planning their future philanthropy.
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FOUNDATIONS -
GENERAL
First Steps in Starting a Foundation, Fourth Edition
Council on Foundations, 1998. $45.
This popular publication covers the basics of starting a foundation. It can help you
understand which types of foundations will help you achieve your philanthropic goals, as
well as the legal requirements you need to know when establishing a foundation. You'll
learn about public versus private foundations, community foundations, the three types of
public charities, and the six types of private foundations.
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CREATE A COMMUNITY
FOUNDATION
Please check back for information about
resources for community foundations.
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CREATE A
PRIVATE FOUNDATION
The Foundation Desk Reference:
A Compendium of Private Foundation Rules
Southeastern Council of Foundations, 1995. $30.
A booklet summarizing the rules in the federal tax code that govern the operation of
private foundations in the United States.
A Founders Guide to the Family Foundation:
How to Use, Govern and Enjoy Your
Family Foundation
Council on Foundations,
1996. $25.
In this journal, two advisors offer their insights to help you maximize your family
philanthropy and your satisfaction. They address several critical areas, including
foundation governance, gift requests, grantmaking, board responsibilities and roles of the
founder.
Starting a Private Foundation, Third Edition
New Ventures in
Philanthropy, 1999. Free.
This booklet describes, in non-technical language, some basic information on private
foundations, including a summary of federal and state regulations governing private
foundations and the tax benefits and limitations that private foundations offer donors.
Starting a Private Foundation: Carrying Out The Donors Intent
The
Philanthropy Roundtable,
1993. $15.
This publication seeks to help individuals establish private foundations in ways that
can best carry out a founding donors intent. The authors emphasize the need for
philanthropists to make sure their goals and vision are reflected throughout their
foundations' governing instruments.
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DEVELOP A
CORPORATE GIVING PROGRAM, FOUNDATION OR FUND
Creating a Giving Program:
A Guide for Small and Mid-Sized Companies
New Ventures in
Philanthropy, 2000. Free.
This booklet covers some of the basic steps to take, and issues to
consider, when starting a corporate giving program in a small or
mid-sized business.
Creating Smaller Corporate Giving Programs:
Positions, Roles and Strategies
Council on Foundations, 1994.
$25.
Learn how to establish a professionally managed giving program in a smaller
company
and explore ways to better organize and operate such a program. Includes sample mission
statements, giving guidelines and grant applications.
Organizing Corporate Contributions: Options & Strategies
Council on
Foundations, 1996. $60.
This resource provides you with a step-by-step outline of the issues to consider in
formalizing a corporate giving program, including: legal and fiscal aspects of corporate
foundations and charitable giving programs, the whys and hows of developing a
plan, and a framework for making grant decisions.
When Corporate Foundations Make Sense
Council on Foundations, 1994. $25.
This publication highlights the basics of establishing a corporate foundation, and
outlines the role of a corporate foundation in the community.
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JOIN OR FORM A GIVING
CIRCLE
Building Community, Creating Justice:
A Guide for Organizing Tzedakah
Collectives
The Shefa Fund,
1994. $10.
This booklet provides guidance on forming Jewish giving circles ("Tzedakah
Collectives"), although much of the information could apply to any
type of giving. The publication gives tips on such practical matters as
how to make effective decisions and how to talk with others about money.
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RESOURCES
FOR PROFESSIONAL ADVISORS
Options and Opportunities in Family Philanthropy:
A Guide for the
Professional Advisor
Council on Foundations,
1998. Free.
This booklet examines how professional advisors can help their clients accomplish
personal and philanthropic objectives through various charitable giving options.
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WOMEN'S
PHILANTHROPY
A Plan of One's Own: A Woman's
Guide to Philanthropy
New Ventures in Philanthropy,
2002. Free.
This 40-page guide is designed to assist and inspire women to explore and
craft their own path to effective philanthropy. The guide reviews some
philanthropic issues specific to women, and outlines a woman's major
giving options. Much of the information in the Guide is based on the
Minnesota Toolkit for Giving.
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YOUTH PHILANTHROPY
The Giving Book-Vol. 1
Women's
Fund of the Milwaukee Foundation,
2001. $15.95.
These age-specific books has been carefully designed to teach children
about philanthropy, with stories and lessons on charitable giving and
community involvement, hands-on activities, materials for parents or
guardians and reading lists. Volume 1 is geared to ages 5-8. (Volumes 2 & 3 for older children
are scheduled to be released in the future.)
The Giving Family: Raising Our
Children to Help Others
Council on Foundations,
2001. $19.95.
Author Susan Price explains how parents, teachers, religious leaders and
other adults can instill the spirit of giving and volunteering in
children. She provides tips, exercises and resources that are easy to
use in any home.
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