In 30 Days or Less, Lets build A Customized Step-by-Step Guide and todo list to Building Your Wealth and Sustaining Financial Legacy. This Guides Builds upon doing this via developing your very own TRUST. Not just any Trust but a highly strategic – Revocable Trust that is both Highly Social Impacting, and Wealth from Health generating Family/Community/Group Trust.
Introduction: In this comprehensive step-by-step consultation and guide, we will walk you through the strategic principles and provisions outlined in the Bylaws and Trust Agreement of a Revocable Social Impact Family Trust. This trust is designed to empower minority and underserved populations especially single parents and African American female heads of households by creating a sustainable financial legacy strategy and providing crucial protections and secret funding options. We’ll explain the significance of each section and how it contributes to your wealth-building journey.
Step 1: Understanding the Mission and Objectives (Bylaws Section 2.1 and Trust Agreement Article II)
- Mission Statement: The Trust must be designed with a clear mission, as defined in Section 2.1 of the Bylaws and Article II of the Trust Agreement. It focuses on community development, affordable housing, and social impact initiatives. Understanding this mission is essential, as it aligns with your goal of making a positive impact on your community while building wealth.
Step 2: Funding Mechanisms (Bylaws Sections 3.1 and 3.2, Trust Agreement Article III)
- Sources of Financing: The Trust leverages various funding sources, including Community Development Financial Institutions (CDFIs), Socially Responsible Investment (SRI) funds, and impact investments. This diversification of funding ensures the trust’s ongoing operations, financial stability and overall sustainability.
Step 3: Real Estate Development and Community Land Trust (Bylaws Sections 4.1, 4.2, and 4.3, Trust Agreement Article IV)
- Property Acquisition: The trust acquires, holds, and manages real estate assets, primarily focusing on community land trust (CLTs and MHAs) principles and affordable housing with wrap around supportive social services. This allows you to make impactful investments in your community while building wealth through social enterprise. real estate holdings.
Step 4: Impact Investment Strategies (Bylaws Section 5.1, Trust Agreement Article V)
- Investment Philosophy: The Trust actively pursues an impact investment strategy, prioritizing both financial returns and social and environmental impact. This approach aligns with your customized vision of service and success, combined with your earnest commitment to making a positive difference while building wealth.
Step 5: Governance and Decision-Making (Bylaws Sections 6.1, 6.2, and 6.3, Trust Agreement Article VI)
- Trustee’s Authority: The Trustee is responsible for managing trust assets, social impact investment decisions, and project selection while ensuring trustee protections and fiduciary responsibilities. This structure ensures responsible and informed decision-making.
Step 6: Asset Management and Compliance (Bylaws Sections 7.1 and 7.2, Trust Agreement Article VII)
- Property Management: The Trustee diligently manages trust-owned, leased or operating real estate, complying with leasing, maintenance, and tenant selection requirements while adhering to relevant laws. This ensures the trust’s assets are well-maintained and profitable.
Step 7: Nonprofit Social Revenue-Generating Events (Bylaws Section 8.1, Trust Agreement Article VIII)
- Event Planning: Learn how your Trust organizes nonprofit social revenue-generating events, with event revenue allocated according to IRS regulations for tax-exempt organizations. These events help generate additional income while engaging the community on your cause and commitment to .
Step 8: Conflict Resolution and Ethical Standards (Bylaws Section 9.1, Trust Agreement Article IX)
- Conflict Resolution: Clear conflict of interest policies are in place to maintain ethical standards and transparency. The trust’s commitment to ethical conduct protects your wealth and the trust’s reputation, viability, and it’s integrity.
Step 9: Amendments, Termination, and Succession (Bylaws Sections 10.1 and 10.2, Trust Agreement Article X)
- Amendment and Termination: Procedures for amending and terminating the trust are outlined in both the Trust Agreement and the Trust Bylaws, taking into account cultural and socioeconomic factors. This ensures flexibility while protecting your assets and legacy.
Step 10: Community Land Trust Provisions (Trust Agreement Article XII)
- Community Land Trust: The trust may operate as a Community Land Trust (CLT), emphasizing land ownership, affordability, and community control. This approach is then strategically aligned with your core vision and mission to provide affordable housing solutions.
Step 11: Educational Programs and Scholarships (Trust Agreement Article XIII)
- Education Initiatives: The trust establishes social enterprising educational programs and scholarships, supporting beneficiaries’ financial literacy, entrepreneurship, and career development. These initiatives empower your community while contributing to your legacy.
Step 12: Tax Benefits and Compliance (Trust Agreement Article XIV)
- Tax-Exempt Status: The trust maintains its tax-exempt status by adhering to all relevant regulations which may not specifically require a 501 c 3. We examine all nonprofit status options. As a Social Enterprise entity, your trust This ensures your wealth remains tax-efficient and compliant.
Step 13: Dissolution and Asset Distribution (Trust Agreement Article XV)
- Dissolution Process: In case of dissolution, the trust prioritizes beneficiaries and the community’s interests. Asset distribution aligns with cultural, socioeconomic, and community values, ensuring your legacy lives on.
Step 14: Confidentiality and Privacy (Trust Agreement Article XVI)
- Confidential Information: The trust safeguards confidential information, including beneficiary identities and financial transactions. This protects your wealth and beneficiaries’ privacy.
Step 15: Legal Compliance and Cultural Considerations (Trust Agreement Article XVII)
- Legal Compliance: The trust consistently complies with relevant laws, adapting to cultural and socioeconomic contexts. This ensures your wealth-building efforts align with your community’s needs.
Step 16: Borrowing and Financial Leverage (Trust Agreement Article XIX)
- Borrowing Authority: The Trustee can borrow funds under specific circumstances, taking into account risk tolerance, interest rates, and community impacts. This allows for strategic financial management.
Step 17: Succession Planning (Trust Agreement Article XX)
- Trustee Succession: Provisions for Trustee and advisory board member succession ensure continuity in trust management and community perspectives.
Step 18: Annual Review and Reporting (Trust Agreement Article XXI)
- Annual Review: The trust conducts an annual review in 3 core Areas of the Triple Bottom line Model (People, Planet and Profit) seeking beneficiary input, to ensure transparency and accountability in trust operations
Family Wealth Building Consultation Contract
This Consultation Contract (“Contract”) is entered into on this [Date] (the “Effective Date”) by and between:
Ted Funding (“Consultant”)
Address: [Consultant’s Address]
Family or Group Head (“Client”)
Address: [Client’s Address]
Background:
Purpose of Consultation: The Client desires to establish a Family Trust with a strong focus on social impact and wealth-building. The Consultant possesses expertise in trust establishment, grants acquisition, and revenue-generating activities, making them a valuable resource in achieving the Client’s objectives.
Scope of Services: The Consultant will provide consulting services to assist the Client in creating a Revocable or Living will Family Trust, identifying directly related funding opportunities, social activities revenue generation, and social impact initiatives. The scope of services will encompass the “Avision4Change,” “Vision2Funding,” and “Charity2Roi – Stabilize Revenue Generation” phases as outlined in the Vision2Funding proposal.
Consultation Details:
Consultation Schedule: The consultation will span over three weeks, commencing on [Start Date]. Each phase will be scheduled in advance, with a total of nine hours of consultation per week.
Consultation Fee: The Client agrees to pay a total fee of $9,000 for the entire 3 week consultation. An initial payment of $3,000 or 1/3 is due at signing to secure the Vision2funding Consultant’s services.
Payment Schedule: The remaining balance of $6,000 will be paid as follows:
$3,000: Due within one week [Due Date 1]
$3,000: Due within two weeks by [Due Date 2]
Avision4Change (Week 1): This phase will focus on empowering the Client’s core vision for social impact and wealth-building. The Consultant will provide guidance on vision exploration, growth mindset development, and emotional intelligence cultivation.
Vision2Funding (Week 2): The second week will delve into the unveiling of lucrative funding opportunities, applications, processes, partnerships, and secret funding strategies. The Consultant will assist in applying for several funding opportunities to exceed $300,000 in support of your Trusts Social Impact goals and objectives.
Charity2roi – Stabilize Revenue Generation (Week 3): In the final week, the Consultant will equip the Client with tools and knowledge to ensure long-term financial sustainability. This phase includes a custom funding roadmap, a Grants & Social Funding Source Bible, and training for the newly formed grant department staff.
Client Responsibilities:
Cooperation: The Client agrees to actively participate in the consultation, including attending scheduled meetings, providing necessary information, and engaging in the vision amplification and financial sustainability process.
Confidentiality: The Client shall keep confidential all information disclosed by the Consultant, including proprietary materials and consultation discussions.
Termination:
Termination by Mutual Agreement: This Contract may be terminated by mutual agreement in writing by both parties.
Termination for Cause: Either party may terminate this Contract in the event of a material breach by the other party. Notice of the breach and an opportunity to cure will be provided.
General Provisions:
Entire Agreement: This Contract constitutes the entire agreement between the parties and supersedes all prior oral or written agreements.
Governing Law: This Contract shall be governed by and construed in accordance with the laws of the state of [State].
IN WITNESS WHEREOF, the parties have executed this Consultation Contract in as of the Effective Date.
Consultant:
Client:
Ted Funding
[Client’s Name]
Date: Date:
[Date] [Date
Billable Services and Estimated Costs
This addendum outlines the billable services provided during each of the three phases of the consultation and provides an estimated itemized total of the individual costs of these services if performed separately.
Phase 1: Avision4Change
- Trust Vision Exploration
- Service: In-depth analysis of the Client’s family goals, investment strategy as it recore vision.
- Estimated Cost: $1,500
- Growth Mindset Development
- Service: Workshops and training to foster a growth mindset.
- Estimated Cost: $2,000
- Emotional Intelligence Cultivation
- Service: Emotional intelligence training and coaching.
- Estimated Cost: $1,800
Total Estimated Cost of Phase 1 Services: $5,300
Phase 2: Vision2Funding
- Funding Applications
- Service: Identification and application for over $300,000 in grant funding.
- Estimated Cost: $6,000
- Funding Options
- Service: Comprehensive research on diverse funding opportunities.
- Estimated Cost: $2,500
Total Estimated Cost of Phase 2 Services: $8,500
Phase 3: Stabilize Revenue Generation
- Custom Funding Roadmap
- Service: Creation of a personalized roadmap for financial sustainability.
- Estimated Cost: $3,500
- Grants & Social Funding Source Bible
- Service: Compilation of a comprehensive guide.
- Estimated Cost: $1,800
- Grant Department Training
- Service: Training for grant department staff.
- Estimated Cost: $2,500
Total Estimated Cost of Phase 3 Services: $7,800
Grand Total Estimated Cost of Separate Services: $21,600
By engaging in the Vision2Funding consultation, the Client benefits from a total package cost of only $9,000, resulting in substantial savings of over $12,600 compared to the moderately estimated individual costs.
Please note that these estimated costs are provided for illustrative purposes and may vary based on individual needs and specific circumstances. The Vision2Funding consultation offers a powerful, comprehensive and cost-effective solution to empower your core vision for social impact funding strategies, making it an invaluable investment in your orgs financial future.future
Step 1: Passionate Vision Empowerment (Week 1)
- Vision Exploration: We’ll dive deep into your vision, clarifying your goals, values, and the social impact you wish to achieve.
- Growth Mindset Development: We’ll foster a growth mindset, ensuring you’re equipped to tackle challenges and embrace opportunities.
- Emotional Intelligence Cultivation: We’ll enhance your emotional intelligence, empowering you to navigate complex human interactions with empathy and grace.
Step 2: Family Trust Blueprint (Week 2)
- Trust Establishment: We’ll guide you through the process of creating a Family Trust, customized to align with your vision and mission.
- Real Estate Acquisition Strategy: We’ll outline a plan for acquiring and managing real estate assets, emphasizing community land trust principles and affordable housing.
- Impact Investment Framework: We’ll help you develop an impact investment strategy, ensuring financial returns while driving positive social change.
Step 3: Revenue-Generating Social Activities (Week 3)
- Event Planning and Execution: We’ll assist you in organizing nonprofit social revenue-generating events, tapping into innovative ways to raise funds while engaging your community.
- Tax-Efficient Operations: We’ll guide you in maintaining your trust’s tax-exempt status, ensuring financial efficiency.
- Continuous Social Housing Initiatives: We’ll help you establish and sustain affordable housing initiatives that make a difference.
Our Commitment to Your Success:
Together with Ted Funding, the Founder of Vision2Funding, you’ll embark on a transformative journey that leverages your passionate vision, growth mindset, and emotional intelligence to build lasting wealth and social impact. With a total of 9 hours per week dedicated to your vision, you’ll benefit from a highly discounted rate of $2999 per week for each week Or $9000 for the entire 3-week consultation.
Why Choose Vision2Funding?
- Expert Guidance: Ted Funding and the Vision2Funding team bring a wealth of experience in social impact, trust establishment, and wealth-building strategies.
- Custom Solutions: We don’t believe in one-size-fits-all approaches. Your strategy will be tailor-made to suit your unique vision and circumstances.
- Community Empowerment: Our approach emphasizes community engagement, ensuring your impact resonates with those you aim to serve.
Act Now, Transform Tomorrow:
Don’t miss this opportunity to transform your passionate vision into a legacy of wealth and social impact. Contact Vision2Funding today to schedule your consultation and take the first step toward a brighter future for your family and community.
#CDFI #Tedfunding or #Charity2roi
To immediately initiate consultation with vision2funding and the purchase of this powerful package, Choose one of the payment options below and be sure to leave “Wealth Family Trust Payment 1 of 3 “in the subject/comment line. The payment should represent 1/3 of your agreed upon package amount or the full package amount. Or to Donate to our incredible Social Empowerment work:
Paypal: @TedFunding33 https://www.paypal.me/TedFunding33
Cashapp: $TedFunding33
Contact: Ph: 347-974-7133 or Email: vision2funding@gmail.com
Email: vision2funding@gmail.com
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