Overview

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

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9781662904592

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John Paul (JP) Phaup was Managing Director - Investments of Wells Fargo Advisors in McLean, VA, focusing on wealth management for 28 years. Phaup served on the George Mason University Foundation for twelve years and as Chairman of the Investment Committee. He was an adjunct professor of finance and an adjunct professor of nonprofit studies at George Mason University. He served as Chairman of the Arts at Mason Partnership and founded Instruments in the Attic along with the Mason Community Arts Academy. Prior to working in the investment industry, Phaup was a political consultant and manager for Republican campaigns in California and Texas and was vice president and cofounder of Hannibal Campaign Software. Phaup earned his BA in Public Affairs from the University of Southern California, an MBA from George Mason University, and was named Mason's Alumnus of the Year 2009.

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