Loquate’s Endowment Program
Build a Legacy of Community Impact!

Why Establish an Endowment?

Loquate, a 501(c)(3) public charity, is organized to do anything a charity is legally authorized to do. Yet Loquate’s community building is unsurpassed. 

Loquate offers an endowment program that supports scholarships and community initiatives—while delivering powerful tax benefits:

• Corporate Tax Deduction: Up to 10% of taxable income is deductible (IRC § 170(b)(2)).
• Tax-Exempt Growth: Endowment investment income is generally tax-free (IRC § 501(a)).
• Tax-Free Benefits: Qualified scholarships are tax-free to recipients (IRC § 117(a)).

Tax Comparison Example

How It Works

1. Donate: Give a tax-deductible contribution to Loquate’s endowment.
2. Invest: Funds are passively invested to avoid unrelated business income tax (IRC § 511).
3. Distribute: Loquate seeks a 5% annual distribution that supports scholarships and grants.
4. Impact: You empower future leaders and support public benefit programs.

Key Features

• Flexible Grants: May benefit descendants of donors, if aligned with charitable purpose which includes widespread applicability to all mankind (Treas. Reg. § 1.501(c)(3)-1(d)(1)(ii)).
• Free Programs: Recipients and the public access leadership-building workshops.
• Low Costs: Total fees capped at 2% (0.9% to Loquate, 1.1% to investment methodology firm Business Owners Charter, Inc).
• High Returns: After fees of 2% 8-year compounded hypothetical returns of 14.45% vs. 12.88% S&P 500 (benchmark as adjusted for risk tolerance). BOC Portfolio Newsletter hypothetical returns are offered in an endowment portfolio.

Your Tax Advantage
With charitable deductions, tax-free growth, and exempt distributions, a contribution to Loquate’s Endowment delivers unmatched efficiency—up to 58% better than a non-charitable trust.

Join Us
Support Loquate’s mission to build stronger communities. Contact us to learn how your endowment can make a lasting impact.

Disclaimer.
Loquate is not responsible for tax outcomes. Consult your tax advisor. All compliance is subject to IRC § 501(c)(3) and related laws.

What is the connection between community and wellbeing?

Primary values, discovered by Loquate promote well being through community. Overall scores of all Loquate Smart® groups since inception in 2016 average score is 98%.

Wellbeing comes from satisfying innate needs. Community comes from satisfying innate needs. Loquate, a charity for peace has become an expert on wellbeing. Our Smart® groups experientially promote well being as measured by 4 critical tests. Each test identifies perception of members. Members overall wellbeing and sense of community coalesces in one INDEX. The overwhelming evidence is this. Loquate feedback measures wellbeing and community.

Loquate defined sense of community with scientists at UCLA as “an environment characterized by togetherness and sharing as opposed to cool detachment. The leaders in the environment know the members and go out of their way to be helpful. Though the members are quite diverse, personal diversity is celebrated for its contribution. There is a sense of group loyalty and group support. The atmosphere is cohesive. The environment is a community.”

Richard M. Ryan co-discoverer of innate needs cited by over seven hundred thousand Academic Research articles in 8 years since 2017 sees “Remarkable convergence” of 1) primary values and 2) innate need satisfaction. The two are inextricably linked. The scientific tests, that use feedback to measure degree of wellbeing and community, confirm this correlation. 

If you want more information for your organization, contact Jeff Liautaud at jeff@loquate.tv or schedule a meeting using our 1 on 1 Meeting Signup. At the scheduled time call me at 773-621-0863. Jeff acts as an endowment consultant open to discussion with any organization.

Build a Legacy of Community Impact!

Like a natural food that refreshes the organization, and in unity refreshes all mankind,
your endowment keeps the cost low and your scientifically measured wellbeing high!