What is a 508(c)(1)(a) organization?

Section 508(c)(1)(a) automatically grants churches and integrated auxiliaries tax-exempt status by operation of law. Unlike a 501(c)(3), it requires no IRS application, and its recognition exists by operation of law under the IRC.

What is included in the Master Trust & Estate Plan?

The Master Trust Agreement is a instrument shaped to encode assets, objectives, family structure, values, and operational requirements — including asset protection, probate avoidance, and seven-generation transfer architecture.

How does a private trust avoid probate?

Assets properly titled in the trust are generally designed to avoid probate. Probate typically applies to assets owned in your personal name at death.

What is the difference between a 501(c)(3) and a 508(c)(1)(a)?

A 501(c)(3) exists at the pleasure of the IRS and can be revoked. A 508(c)(1)(a) is recognized by operation of law under the Internal Revenue Code — no application is required, and its recognition is established by operation of law.

Privacy Policy & Terms of Service

How we handle your information, the terms of our engagement, and your rights throughout the process.

Privacy Policy

Our Commitment

The information you share with Alchemy of Grace is treated with the highest level of confidentiality. Your financial details, family structure, estate planning objectives, and personal circumstances form the foundation of the work we do together.

What Information We Collect

When you engage with Alchemy of Grace, we gather information essential to creating your trust instrument:

Values & Objectives: Your goals, guiding principles, and vision for your family’s future.
Financial Information: Assets, income, liabilities, financial goals, and generational planning objectives.
Family & Relational Information: Family dynamics, relationships, and succession considerations.
Personal Details: The specifics that inform your personalized instrument.
Minutes & Documentation: The ongoing record of decisions, amendments, and design refinements throughout the engagement.

How We Protect Your Information

All information shared during our engagement is held in strict confidence as both a professional obligation and a contractual commitment. This includes financial details, family dynamics, trust documentation, Minutes, and all communications.

We will not disclose your information except: with your explicit written consent; to third-party professionals you authorize; as required by law; or to protect against imminent harm or criminal activity.

Third-Party Access

Certain aspects of trust administration may require limited disclosure to qualified professionals, including CPAs, attorneys, financial advisors, insurance providers, and fiduciaries retained for trust administration. You retain the right to deny third-party access, revoke authorization at any time, and receive notification of all third-party access.

Your Rights

Right to Access: You may access your complete file at any time.
Right to Correction: You may request corrections to any records.
Right to Withdraw: You may withdraw from the engagement at any time. Your Master Trust & Estate Plan remains your property.
Right to Confidentiality: You may request anonymity in any discussions of your work. Your consent is required for any testimonial or case study use.
Right to Dispute: You may challenge any aspect of how your information is collected, used, stored, or retained.

Last Updated: April 1, 2026

Terms of Service

What We Are

Alchemy of Grace is a faith-based stewardship, governance, education, and administrative-support ministry operating under 508(c)(1)(a) of the Internal Revenue Code. We help families clarify objectives, organize information, document values, develop governance preferences, and coordinate implementation with licensed professionals.

Trust architecture, as used by AOG, refers to the nonlegal process of helping a family identify stewardship objectives, family values, governance preferences, asset categories, succession priorities, and questions to be considered in consultation with appropriately licensed legal and tax professionals. AOG does not use “trust architecture” to mean the practice of law, the rendering of a legal opinion, or the determination of which legal instrument a person should execute.

We are NOT a law firm. We do not hold legal licenses. We do not provide legal advice in the manner a law firm would. We do not represent clients in legal proceedings.

What This Relationship Is

This is a collaborative design engagement. You provide the vision, objectives, and family context. We provide the architectural expertise, design coordination, and ongoing administration. Together, we develop a Family Stewardship & Governance Blueprint documented through formal Minutes. Legal instruments required to implement the family’s chosen structure are prepared, reviewed, or approved through the appropriate authorized legal channel.

Professional Coordination Model

AOG provides stewardship, education, family objectives, governance, organization, and administrative coordination. Your attorney provides legal advice, legal sufficiency review, instrument drafting or approval, state-law compliance, execution, conveyancing, interpretation, and representation. Your CPA, EA, or tax counsel provides tax classification, elections, returns, and tax consequences. Your financial or insurance professional provides regulated investment or insurance advice where applicable. You, the client, make final business choices, implementation decisions, and engage required professionals.

What This Relationship Is NOT

Not Legal Representation: No attorney-client relationship exists. We recommend independent legal review and work cooperatively with your attorney.
Not Tax Advice: Engage qualified tax professionals to understand the tax implications of your trust structure.
Not Financial Advice: We do not hold financial licenses or registrations.
Not Guaranteed Outcomes: Results depend on your stewardship, implementation, and evolving legal circumstances. We do not guarantee financial outcomes or legal protections beyond the quality of the instrument itself.

Your Instrument

Your Master Trust & Estate Plan is never templated. It is created specifically for your situation, objectives, family structure, and values. Every provision is deliberate. Minutes document the design decisions and refinements throughout our work together.

Fees & Engagement Structure

Investment

Seven-Generation Stewardship Engagement: $8,888.88.

Traditional estate planning costs $2,000–$10,000+ for template-based work through conventional channels, or $12,000–$30,000+ for complex custom plans. We offer meticulously designed architecture at a fixed contribution. No hidden fees. No hourly billing. No minimum asset requirement.

We believe sophisticated trust architecture should not be gatekept by cost or reserved for the affluent.

All engagements are structured as contributions to a 508(c)(1)(a) faith-based ministry operating under private contract.

What You Receive

Master Trust & Estate Plan customized to your specific situation and objectives
Collaborative design process with documented Minutes throughout
Complete estate plan documentation (integrated document stack)
Modular sub-trust system for asset isolation and protection
Annual review eligibility through the Evergreen Protocol
Dedicated administrative support for the life of the trust

Dispute Resolution & Liability

Dispute Resolution

In the rare event of disagreement, we first attempt resolution through direct, good faith communication. If direct communication does not resolve the matter, the parties may pursue Alternative Dispute Resolution (ADR), including mediation. All dispute communications remain confidential.

Limitation of Liability

Alchemy of Grace’s liability is limited to direct, documented harm caused by gross negligence in the creation of your specific instrument. Liability does not extend to outcomes dependent on your implementation and stewardship, changes in law, actions of third parties, market changes, or financial results.

Withdrawal

You may terminate your relationship with Alchemy of Grace at any time, for any reason, without penalty or consequence. Upon withdrawal, you receive all your records and your Master Trust & Estate Plan remains yours. Confidentiality obligations continue indefinitely on both sides.

Trade Secrets & Intellectual Property

Your Master Trust & Estate Plan contains proprietary architectural frameworks and strategic design elements. These are yours to use privately. Public disclosure or unauthorized sharing of the specific mechanisms is prohibited and may trigger legal consequences. All documentation is your property and remains so regardless of the status of our relationship.