JV Foundation.
A clearer conversation about charitable ownership, family liquidity and the responsibilities that connect them.
A planning subject, not a promise.
We use JV Foundation as an educational category for charitable joint-venture planning. It is not a separate legal entity type, tax exemption or IRS-approved product. A 98/2 ownership illustration is a starting point for analysis, not a safe harbor.
The objective is to help you understand the questions, assemble the facts and speak productively with your own legal, tax, insurance and financial advisers.
The JV Foundation Guide
A founder's guide to discussing charitable joint ventures, governance, liquidity and life insurance with independent legal, tax and financial advisers.
Fourteen chapters, 38 source references, illustrative economics and a brief you can take to your advisers. Read without registering or download the complete book.
Inside the guide
- What JV Foundation means
- Draw the ownership and money flows
- Make charitable ownership substantive
- Analyze the gift before the tax result
- Keep economics and tax allocations connected
- Classify the charity and donor before any loan
- Treat a proposed loan as an investment decision
- Give life insurance its own legal and economic review
- Keep Swiss-bank financing distinct from the charitable JV
- Build an operating record that matches the documents
- Use a simple hypothetical to expose the hard questions
- Take a focused brief to your advisers
- Read opinions and citations for their actual scope
- Define a good decision before implementation
U.S. federal framework, with state-law and cross-border questions identified for separate review. Educational material, not a legal opinion, tax position, investment recommendation or assurance that a proposed transaction will work.