
Loquate’s Endowment Program
Build a Legacy of Social Impact!
Our unique approach is building Spirit-centered
sense of community around happiness and joy.
We have the tools to do so.
Why Establish an Endowment?
Loquate, a 501(c)(3) public charity, is organized to do anything a charity is legally authorized to do. Our space is analytic research endorsed by life impact experts such as:
- Ryan of Deci and Ryan who finds “Remarkable Convergence” satisfying innate needs through primary values discovered by Loquate, and
- The Catholic Church who recommends to all Pastors-our initiative to bring peace on earth by Interfaith Dialogue open to all mankind one Smart® group at a time.
Loquate offers an endowment program that supports scholarships and Spirit-centered sense of community initiatives developing ardor of heart, a deep profound love for all mankind.
We are looking for a high impact partner. Do you have a skill set building a brand that includes social impact that is strategic and unique? If so, your skill set could fit nicely with Loquate’s skill set of analytical research. Lets grow together! To do so could include an endowment from you or partnering with you in tailor made initiatives that build confidence and wellbeing scientifically such as our Smart® small groups. Since inception in 2016, wellbeing feedback in measured happiness and sense of community across all Smart® groups demonstrate an average score of 98%.
Loquate offers an endowment program that supports scholarships and high impact social 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
| Type | After-Tax Net on $100,000 Contribution |
| Non-Charitable Trust | ~42% (after 21% corp. tax + 37% investment tax) |
| Charitable Endowment | 100% tax-free: deductible, exempt income, tax-free scholarships |
How It Works
- Donate: Give a tax-deductible contribution to Loquate’s endowment.
- Invest: Funds are passively invested to avoid unrelated business income tax (IRC § 511).
- Distribute: Loquate seeks a 5% annual distribution that supports scholarships and grants.
- 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).
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 sense of community and wellbeing?
Wellbeing comes from satisfying innate needs. Sense of community comes from satisfying innate needs.
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.”
If you want more information, 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 Social Impact!
Like a natural food that refreshes all mankind, your endowment keeps the cost low,
and your scientifically measured wellbeing high!
For brand awareness, the cost benefit ratio of Loquate’s community building is unsurpassed.
The greater the organization’s sense of community,
the greater the outreach of its brand in wellbeing.
