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Charitable Solutions, LLC specializes in managing charitable giving risks to maximize charitable donations.

Non-Cash Donations

Have donations you’re not sure how to handle because they’re non-cash or illiquid assets, like real estate, art, or stocks? We know how to turn these into cash for your charity.
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CGA Risk Management

Our comprehensive package of gift annuity risk management services and modeling tools includes a proprietary business process designed for pools of $10 million or more.
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CGA Reinsurance

Our principals have written extensively on CGA reinsurance, consulted directly with multiple insurance companies, and served as expert witnesses on CGA reinsurance litigation. Read more >

Insurance Appraisals

We provide appraisals for all life insurance and annuity contracts as well as assistance with the required IRS Forms.
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Estate Settlement

Our team of experienced professionals can handle all of your processing, strategy and compliance needs, from initial notification to the estate closing.
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Emergency Assistance

We can provide your business with comprehensive outsourced employee assistance fund administration and compliance through our partnership with Emergency Assistance Foundation, LLC.
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Event Speakers

Charitable Solutions president is available for public and private speaking engagements on a wide range of topics, including CGA, planned giving, community foundations, donor relations, and more.
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Meet the Team

We can provide your business with comprehensive outsourced employee assistance fund administration and compliance through our partnership with Emergency Assistance Foundation, LLC.
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The Basics

Charitable Solutions is a planned giving risk management consulting firm.

We focus on non-cash asset receipt and disposition, charitable gift annuity risk management, gift annuity reinsurance brokerage services and life insurance appraisals. We also provide emergency assistance fund administration.

Our principals and consultants have expertise in planned giving/major gifts, investment management, financial planning, risk management, real estate transactions, tangible personal property donations, emergency assistance funds, donor advised funds and actuarial consulting.

With these skills, we provide charities with practical risk management solutions for non-cash donations and charitable gift annuities – the only two types of gifts in which a charity can actually lose more money than the original gift.