September/October 2009—Wealth Transfer/Philanthropy

Year Published: 


Feature Articles
A Perspective on Institutional Recovery, Chad W. Goerner, CIMA®, CFP®
Achieving Philanthropic Intent with Less, Jonathan D. Jaffrey
Motivations for Giving, Jay Steenhuysen
Preserving Donor Intent, Frederic J. Fransen, PhD, and Keith Whitaker, PhD
Private Foundations and Fiduciary Duty: Five Steps to Avoid the Next Bernie Madoff, Sharon Schneider
Purposeful Planning, Barbara A. Culver, CFP®, ChFC, CLU, AEP
Roth IRA Conversions: Estate and Tax Planning, David J. Gordon, CIMA®, CFP®
Trustee Hard to Select? Choose a Total Return Unitrust, Charles N. Sharpe, JD 
Valuation Analysis in the Current Environment: A Higher Standard, Todd C. Fries, CFA®, and Mayis Kirakosyan, CFA®
Virtuous Philanthropy, James O’Toole
Wealth Transfer and Philanthropy: An Interview with Paul Schervish, PhD, and John J. Havens

Ethical and Moral Compass in 2009, Garry W. Bridgeman, CIMA®

Book Review
Leading with Kindness: How Good People Consistently Get Superior Results, William F. Baker and Michael O'Malley