Roger D. Silk

D. Silk
Chief Executive Officer,
Sterling Foundation Management LLC

Roger D. Silk is widely recognized as a leading expert in the field of private foundations and charitable trusts. As a founder and board member of several non-profit organizations, former bond trader at the World Bank, and Stanford-trained Ph.D. economist, Dr. Silk possesses a unique blend of experience, practical knowledge, and theoretical insight which have enabled him to help build Sterling into the market leader that it is today.

 As both a speaker and an author, Dr. Silk has educated a wide audience on a variety of issues related to private foundations. His articles have appeared in magazines such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. Dr. Silk is the author of two important studies relating to the optimal use of charitable vehicles in various tax planning contexts. He has spoken to audiences around the country on the types and uses of charitable entities, and has worked closely with one of the world's five largest banks to demonstrate the role private foundations can play for wealthy clients.

Dr. Silk earned a Ph.D. and an M.A. in applied economics from Stanford University, as well as a B.A. in economics (with distinction). He was awarded the esteemed CFA (Chartered Financial Analyst) designation by the Association of Investment Management and Research. He is the author, along with James Lintott, of Creating a Private Foundation (2003) and Managing Foundations and Charitable Trusts (2011).

Evaluating the Risks 
Roger D. Silk offers advice on how to help your clients thrive in the current low interest rate environment
Investment Policy for Endowed Charitable Organizations
Roger D. Silk and James W. Lintott highlight some important investment issues
Lifetime Versus Testamentary Giving 
Self-made people are often conflicted about philanthropy. Many of them work very hard for their wealth and, to a certain extent, measure their self-worth
Alternatives to CRT Terminations
In some situations, it may make sense for the donor to sell the income interest of an existing charitable remainder trust
Selling CRT Lead Interests 
Over the last 20 years, investors have been increasingly demanding liquidity in nearly every aspect of their financial lives. Real estate investment trusts
How Much Is That Gift CRT Worth? 
When Brian, a successful young North Carolina businessman, notified the planned giving department at a mid-size Southern university that he had irrevocably
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