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Archive for June 2022

Top 5 Pros/Cons to Outsourcing Noncash Assets and Gift Annuities (and any other Donation)

This month’s webinar (see registration link below) will cover the benefits and costs to noncash and CGA outsourcing.  Having been an outsourced provider for 20 years, you are probably thinking, “I am guessing we are only going to hear about the benefits.”  Yes, we have a massive conflict of interest/bias, but there are a number…

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Recent Posts

  • Top 5 Pros/Cons to Outsourcing Noncash Assets and Gift Annuities (and any other Donation)
  • Supporting Organizations:  Imagine Donor Advised Funds on Steroids
  • Top 10 Questions, Myths, and Mysteries About IRS Form 8283 and 8282
  • Charitable Gifts of Hedge Funds, PE/Real Estate Funds and Carried/Profit Interests
  • Charitable Giving with NFTs: Tax, Legal and Processing Considerations

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3713 Pine Street,
Jacksonville, FL 32205

(404) 375-5496

bryan@charitablesolutionsllc.com

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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