1. Comprehensive Tax Calculations

• Detailed analysis of tax reduction opportunities for income, estate size, and death taxes.

• Strategies to reduce annual taxable income through foundation donations and asset allocation.

• Minimizing estate and inheritance taxes with advanced planning techniques.

• Circumventing probate and court interference by leveraging foundations effectively.

2. Identification of Existing and Alternative Structures

• Evaluation of current entities, such as trusts or other nonprofits, for alignment with your goals.

• Recommendations for alternative or supplementary structures to achieve similar objectives.

• Comparative analysis of private foundations, trusts, donor-advised funds, and other vehicles.

3. Law and Tax Filings

• Registration and approvals with federal and state agencies for foundation formation.

• Drafting of bylaws, contracts, and operating agreements for compliance.

• Annual tax exemption filings and ongoing IRS reporting requirements.

4. Comprehensive Rules and Regulations

• Creation of a resource library with relevant legal cases, publications, and best practices.

• Examples of successful foundations and compliance strategies.

• Education on private foundation-specific rules, such as self-dealing, minimum distribution, and excess business holdings.

5. Marketing and Branding

• Development of a professional website with intake systems and tech integration.

• Strategic branding to communicate the foundation’s mission effectively.

• Creation of marketing materials to attract donors, partners, and community engagement.

6. Mini Family Office Consulting

• Alignment of business, estate, financial, and investment strategies with the foundation’s goals.

• Coordination with accounting, financial, and insurance teams for holistic planning.

• Integration of philanthropic goals into family wealth management strategies.

7. Operations and Financial Consulting

• Banking and investment strategy tailored to the foundation’s mission and goals.

• Development of timing and financial strategies to optimize funding and cash flow.

• Guidance on operational efficiency, including the flow of funds and assets in and out of the foundation.

8. Risk Reduction and Asset Protection Strategy

• Strategic use of foundations to shield personal and business assets from risks.

• Structuring foundations to ensure tax compliance and legal protection.

• Mitigation of risks associated with high-value estate and philanthropic activities.

9. Creation of a Family Employment Program

• Guidelines for hiring, training, and mentoring family members within the foundation.

• Development of roles and responsibilities aligned with family strengths and goals.

• Strategies to engage and empower future generations in the foundation’s mission.

10. Business and Assets Succession Planning

• Integration of wills, trusts, and foundations to create seamless succession plans.

• Strategies for business and asset transition to heirs or charitable beneficiaries.

• Preservation of family values and wealth through multi-generational planning.

11. Holistic Big Picture Consulting

• End-to-end consulting covering every stage of the foundation lifecycle.

• Strategies for creating a cycle of sustainable change with long-term impact.

• Alignment of philanthropic efforts with personal, family, and business objectives.

12. Alignment with Nonprofits and Funding Goals

• Identification of nonprofits that match your funding criteria and mission.

• Development of partnerships with aligned organizations for maximum impact.

• Guidance on funding distribution to meet compliance and create meaningful change.

13. Creation of Donation and Grant Programs

• Designing grant programs that align with compliance and charitable impact.

• Development of donation frameworks to attract diverse funding sources.

• Guidance on grant applications and negotiations to maximize outreach.

14. Multi-Faceted Tax Advisory

• Leveraging all entities, including trusts, foundations, and businesses, for tax optimization.

• Comprehensive strategies to reduce income, capital gains, and estate taxes.

• Integration of tax planning with philanthropic and family wealth goals.

• Leveraging foundations to preserve wealth and assets across multi-generations.