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Wealth Manager Magazine

Named one of the top private foundation administrators in the country

Bloomberg Wealth Manager [Bloomberg Rankings, March 2003]

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Photo Credits
Photos on this site show how LKM clients are making a difference.

News

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.

Publications

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