Unlock the Possibilities

Engaging Charitable Presentations

Objective CGA Reinsurance

Qualified Charitable Appraisals

Optimize CGA Risk Management

Manage Charitable Remainder Trusts

Manage Non-Cash Donations

Charitable Solutions, LLC

specializing in minimizing risks to maximize charitable donations

Let our experts help you turn real estate, art, stocks and other non-cash or illiquid assets into cash for your charity.

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.

Our principals are among the most knowledgeable in the field, writing extensively on CGA reinsurance, consulting directly leading insurance companies, and testifying as expert witnesses on CGA reinsurance litigation.

We conduct qualified appraisals and provide the donor and charity with the appropriate IRS form for life insurance and annuity contracts; virtual currency; business interests and more...

Charitable Solutions administers the National Gift Annuity Foundation, the largest independent gift annuity platform in the country. 

Charitable Solutions, LLC has partnered with Emergency Assistance Foundation, LLC to deliver comprehensive outsourced employee assistance fund administration and compliance for your business.

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.

We offer a comprehensive CRT platform to include turn-key documents, trusteeship, administration and tax reporting with liquid or illiquid funding assets.