It’s all about Agencies of Cash Flow.

How to raise and invest long-term money for foundations and endowments.

Agencies of Cash Flow answers these important questions.


What will you do with my money?
(Investing)

What's the best way to give my money? (Planned Giving)

How will you keep me informed? (Reporting)

What you can do with Agencies of Cash Flow.

Define the income distribution requirements of foundations and endowments and why they receive special tax treatment.

Understand financial markets and the profound importance of inflation and interest rates.

Construct a Growth and Income portfolio using cash, bonds, and stocks according to Modern Portfolio Theory.

Fulfill fiduciary duties by following the 7 Standards of Care and create an Investment Policy Statement.

Describe donor tax motivations and manage financial strategies utilizing your nonprofit tax-exempt status.

Implement a Planned Giving campaign focusing on assets in transition; assets transferring at death and liquidity generating business transactions.

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Hardcover and eBook

Contact us for customized hardcopy editions with your logo imprint

Who needs Agencies of Cash Flow?

Trustees of nonprofit boards

Nonprofit professionals involved with foundations and endowments

Leaders of colleges, cultural organizations, and nonprofit hospitals

Donors creating a private foundation or public endowment

Grant-receiving nonprofits investigating the diversification of their revenue stream

Students of nonprofit studies and public policy

Contact JP

Ph:  703-608-3667

E:     JPWealthEducation@gmail.com

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