Unlock the Possibilities

Engaging Charitable Presentations

Qualified Insurance Appraisals

Simplify Non-Cash Donations

Objective CGA Reinsurance

Optimize CGA Risk Management

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

We provide qualified appraisals for gifts of all types of virtual currencies, including Bitcoin, Ethereum, and Ripple. In addition we complete the appropriate IRS form and conduct due diligence analysis for charitable donees’ review services.

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.

Our team of experts will guide you through even the most complicated non-cash or gift annuity donations.