Client 4 #TumeloFamilyTrust

The Family #TumeloTrust demonstrates Economic Inclusion in a practical application of Economic Security.

 

It is modeled from an internal revenue service of Youth Achievers USA Institute (YouthUSA), a United Nations NGO.  The organization is managed through a partnership (SDG-17) with TheEnterpriZe, LLC., a U.S. veteran-owned federal contractor. The program demonstrates sustained “cheerful giving” through grassroots community reinvestment.

 

Objective: Demonstrate Capacity Building for UN SDG-1 of 17 by qualifying historically disadvantaged youth for inclusion as economic beneficiaries.

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ORGANIZATIONAL DEVELOPMENT

Trustor – The Living Trust model establishes any historically disadvantaged elder (at least age 66) for economic inclusion by submitting a 7-part Money-n-the-Bank vision of one whole person and completing the financial literacy requirements (Time and Money) of the program.

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1. Establish the community poverty level at $50k USD per low-income believer.

   1. Support the L2E work of one or more Community Asset Managers.

   2. Complete all financial literacy requirements.

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LEADERSHIP DEVELOPMENT

Community Asset Manager – The CAM is a caring adult (at least age 25) who qualifies as the fiduciary grantee for funding to benefit one or more economic beneficiaries. The CAM assesses needs in any of seven giving categories.

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1. Qualify 1 to 100 Generation Alpha beneficiaries from any nation on Earth by April 15th.

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REVENUE GENERATION 

Trustee – A Trustee is the account manager for one or more qualifying Living Trust or Nonprofit clients. Each trustee qualifies for equity in the form of LLC member units. As a member of the LLC, the trustee represents “the family business” which ensures reinvestment of charitable grant funding. The trustee is responsible for recommending approval of clients’ annual budgets.

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1. Maintain The Family Trust

   1. Assess Learn-2-Earn (L2E) Needs of 20 caring adults per Generation Alpha beneficiary.

   2. Manage corporate assets at a partnering financial institution.

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COMMUNITY ENGAGEMENT

Beneficiary --  An economic beneficiary qualifies for inclusion in the Family Trust. Each beneficiary is a self-declared “winner” at THE ANNUAL YOUTH ACHIEVEMENT AWARDS, the circular capacity building program of Youth Achievers USA Institute. A beneficiary engages as a community asset.

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1. Submit a 7-part Money-n-the-Bank vision.

2. Complete financial literacy requirements.

3. Engage as a Class Leader* (Leadership Development)

   1. Complete Financial Literacy Requirement

   2. Perform weekly L2E services with members of a whole village.

   3. Participate in video reporting.

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Partnerships –  YouthUSA Board of Directors

1. Maintains consultative status with the United Nations (DESA NGO Branch). The YouthUSA Corporate village elects delegates to the ECOSOC at its annual Board of Directors meeting in (July 22, 2023 at 9 am.)

2. Maintains U.S. SAM Registration for federal grants.

3. Engages professionals in government and philanthropic grant development.