New Book: A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation

Bookmark and Share
Contact: Hillary Needle, (516) 993-4056,


Huntington, NY (MMD Newswire) February 14, 2012 -- Huntington, NY author and veteran financial advisor, Peter J. Klein, announces the release of his latest title A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation. The book provides an overview and a template to help you understand the issues involved in managing a private foundation: starting a foundation, day-to-day operations of a foundation, and the investment management guidelines of the assets in a private foundation. Klein, in addition to serving private clients and charitable foundations as a wealth manager also serves as President of a private foundation.

As an industry veteran, who has worked with many private foundations, this book was truly a labor of love for him and co-author Angelica Berrie. Containing many lessons learned from visionary philanthropists, A Passion for Giving is essential reading for anyone considering creating a foundation, or those who already manage or advise existing ones.

Creating a Charitable Foundation book  author Peter J Klein

Klein states "it's our hope that this book provides the reader - whether a budding philanthropist or a family member with new found philanthropic responsibilities - with a good understanding of how to invest a foundation's assets and manage its operations effectively while understanding why it needs to be done: for the common good."

Peter is available for speaking engagements where he will offer expert insight combined with "user friendly" presentation skills to assist estate and trust attorneys, accountants and individuals in providing tools to re-educate clients with regard to understanding the intricacies of foundation management.

Peter J. Klein, CFA is a Senior Vice President of Investments with UBS Financial Services USA (Melville, NY) where he and his team develop financial plans for individuals and private foundations and proactively steward their investments through the capital markets. Klein holds a BA in Economics and an MBA in Finance, is a member of the CFA Institute, the New York Society of Security Analysts, serves as President of the Claire Friedlander Family Foundation and sits on several not-for-profit boards.

For more information on scheduling Peter J. Klein as a speaker contact Hillary Needle,, (516)993-4056.


Copyright © 2011 Mass Media Distribution LLC - 3350 Riverwood Pkwy Suite 1900 - Atlanta, Georgia 30339