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IRS Status Letters: - The American Foundation
(20 kb .pdf) - American Foundation for Charitable Support
(68 kb .pdf)
Financial and Tax Professionals
Since receiving his Juris Doctorate from Arizona State University Law School in 1976, he has pioneered numerous unique planning concepts and techniques that are revolutionizing the growth and development of both corporate and family foundations.
In 1977, he originated the planning concept and technique called "wealth replacement" that protects the families and heirs of donors by replacing the value gifted to charity with an equal amount of tax-free life insurance. At one time, Mr. Schaub had received more favorable IRS Private Letter Rulings than anyone else west of the Mississippi.
In 1982 he originated the first "Charitable Partnership Trust" which allows a group to participate in specially designed and drafted deferred giving trusts. Most importantly, Mr. Schaub has pioneered the development of "Family Foundations" that function within one or more "public charity status" formats.
Education
Juris Doctor
Arizona State University, 1976
Bachelor of Science
Journalism and Law Enforcement
Brigham Young University, 1973
Selected Speeches and Lectures
Family Foundation Planning Lecture Series
throughout the U.S. - San Francisco, Phoenix,
Los Angeles, Las Vegas, Salt Lake City, 1980-99
The Mission of Expanding Philanthropy
Annual Meeting of the Asian American Association of Arizona, May 1998
International Giving
Romanian Heads of State
August 1998
Charitable Trusts and Estate Planning
Brigham Young University Law School
Expansion Plans for the World Foundation
Polynesian Cultural Center, Laiae, HI
Publications & Special Recognition
Charitable Legacies magazine
"Donor Involvement in Charitable Development,"
Summer 1999 issue
"Taking Responsibility for the Common Good,"
Fall 1999 issue
Arizona Republic Business Section
November 10, 1998
Arizona's Morning News, KTAR-AM
Phoenix, AZ, November 30, 1998
Channel 12 Morning Show, KPNX-TV
Phoenix, AZ, January 14, 1999
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