Agencies of Cash Flow

<p>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.</p><p><br></p><p>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.</p><p><br></p><p>INVESTING - Modern Portfolio Theory - teaches how to combine cash bonds and stocks into diversified investment portfolios to meet long-term revenue needs.</p><p><br></p><p>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.</p><p><br></p><p>Agencies of Cash Flow is an easy-to-use management tool for those wishing to apply wealth management practices for philanthropy.</p>