Benita Kline and Harald Leventhal are featured presenters on "Understanding
Donor Advised Funds, Supporting Organizations and Private Foundations,"
at the Not-for-Profit Forum in cooperation with Union Bank of California,
N.A., Moss Adams LLP, and Fontanello, Duffield and Otake, LLP. Wednesday,
September 8, 2004, at the Bankers Club, 555 California Street, San Francisco
at 11:45 AM. Reservations essential, call 415-705-7177 or e-mail grace.huey@uboc.com.
Art of the Possible, by Deborah Jacobs, Bloomberg
Wealth Manager, April 2002 - LKM's work is highlighted in an article
Żon issues that private foundations may face in effective management
and forging family consensus.
www.tpi.org/promoting/publications/thepijac.pdf
Charitable Foundations and Donor Advised Funds: Opportunities
for the Investment Advisor, by Benita Kline and John Kemp,
Charles Schwab Compliance Newsletter, September 1999.
www.philanthropicadvisor.com/images/schwab9-99newsletter.pdf
Helping Family Foundations Achieve Their Potential,
by Benita Kline, Philanthropic Advisors Newsletter, Vol. 1, No. 1. Council
on Foundations. Benita Kline contributed an article to the inaugural
issue of the Philanthropic Advisors Newsletter of the Council on Foundations.
Download the PDF, 100k.
Lifetime Gift: Practice Philanthropy While You're Around to
Enjoy It, Insight Magazine, September 2002. Article by Benita
Kline that appeared in the magazine of the State of Illinois CPA Society
comparing the benefits of "Giving While Living" philanthropic
vehicles.
www.insight-mag.com/insight/02/09/col-8-pt-1-ConsultingRoom.asp
Comparison of Giving Alternatives.
This chart compares the features, tax treatment and donor benefits of
Private Foundations, Supporting Organizations and Donor Advised Funds.
Download the PDF, 36k
