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The Charity Owned Single Member LLC and The Charitable Total Return PIF

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Monday, April 27 | 1:30 pm

We will review why, since the 90's, charities typically have used the charity owned single member LLC in their fundraising efforts. Next, we will examine the emerging uses, especially since IRS issued Notice 2012-52.Charities have used charity-owned single member limited liability companies for nearly two decades to limit liability from specific projects, activities, or assets.Since IRS issued its Notice in 2012, the charity-owned SMLLC is being used as an alternative entity to donors who were contemplating the creation of their own charitable organization, Supporting Organization, Private Foundation, or Donor Advised Fund. The SMLLC can also be the charitable remainder of a charitable remainder trust or the charity of a charitable lead trust.

Presenter: Dan Rice serves as the President and CEO of the National Community Foundation. Dan is also the Philanthropy Architect for Convoy of Hope. He coaches philanthropists, solicits principal gifts and conducts charitable gift and estate planning. Formerly, Dan was the Philanthropy Architect for Educational Media Foundation, parent organization of the K-LOVE and Air1 radio networks, and Vice President of the K-LOVE & Air1 Foundation. Dan was also the Senior Philanthropic Advisor in the Principal Gifts department for World Vision, Inc., where he served for 26 years. He was also their National Director of Gift Planning and co-authored the Family Philanthropy Guidebook. Dan is a co-founder and Chairman of the Charitable Trust Administration Company, a third party charitable trust and foundation administration services corporation. He is a member of the Partnership for Philanthropic Planning Leadership Institute and formerly served for 13 years on the Board of the Morgan Stanley Global Impact Funding Trust and also on the advisory committee for the Chair of Philanthropy at The American College.

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