Christian Foundation Of The Triangle

LLC Wrapper

Wednesday, April 23rd, 2008

I got hold of Alanna Linden at The Christian Foundation of the Triangle (CFT; in Raleigh, NC–thus the reference to “the Triangle“) yesterday. I asked her if they were still doing LLC Wrappers (since information about them seemed so sparse; the lone Google reference was merely an announcement of the impending release of the concept a couple of years ago). She assured me LLC Wrappers are alive and kicking.

Today she sent me a two-page summary of what an LLC Wrapper is all about.

First, a “case study” from Greenville, SC: Read the rest of this entry »

Email This Post

(No Ratings Yet)

Loading ...

Posted in corporate forms, estate planning, legacy planning, structures | No Comments »

Generous Giving Conference summary

Monday, April 21st, 2008

I just sent L____, our CPA, a summary letter explaining “where we are” in the legacy planning process. Most of what I had to say came from our weekend in Colorado Springs at the Generous Giving conference:

[While at the] “Generous Giving” conference, . . . I had the opportunity to speak with a number of counselors who specialize in the field of legacy- or charitably-oriented estate-planning and with people who have pursued, or are in the midst of pursuing, goals similar to ours.

I asked several of these people for their input on the idea of switching to a 501(c)(3) . . . especially considering–or “if”–there would be UBTI [Unrelated Business Taxable Income]. Read the rest of this entry »

Email This Post

(No Ratings Yet)

Loading ...

501(c)(3), Christian Foundation of the Triangle, Generous Giving, llc wrapper, National Christian Foundation, Sonlight Curriculum, ubti, unrelated business taxable income

Posted in corporate forms, estate planning, legacy planning, structures | No Comments »