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  • Home
  • Who We are
    • About Us
    • Meet The Team
  • Services
    • Non-Cash Donations
    • Speaking Engagements
    • Charitable Appraisals
    • National Gift Annuity Foundation
    • CGA Risk Management
    • Charitable Remainder Trust Services
    • CGA Reinsurance Brokerage
    • Emergency Assistance Fund Admin
  • Clients
  • Resources
    • Summary of Services
    • Non Cash Flow Chart (pdf)
    • S-Corp Donations (pdf)
    • BOOK: Charitable Gifts of Noncash Assets
    • Blog Posts
    • Authored Articles
    • Webinars
    • In the News
  • Contact

Archive for March 2022

Charitable Gifts of Hedge Funds, PE/Real Estate Funds and Carried/Profit Interests

Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment.  Right now, the hot topics are private equity funds and all their close cousins such as profits interests, carried interest, hedge funds and private real estate funds.  We have completed dozens of these transactions in…

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Recent Posts

  • Shiny and “Drivey” Things: Charitable Gifts of Precious Metals, Jewelry and Vehicles
  • Strategic and Practical Ways Community Foundations (and Other Charities) Can Say “No”… With Love
  • A Forensic Deconstructed Post-Mortem:  2024 Noncash Activity Breakdown with 2025 Trends
  • Planned Giving 103: Stuff Every Charitable Gift Planner Should Kinda Know (aka February Bookclub!)
  • Crypto Donation and Appraisal Process 2.0: New and 52% Improved

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245 Riverside Ave., Ste.#100-058
Jacksonville, FL 32202

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Our Mission

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.

Charitable Solutions, LLC, 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.

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