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  • 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)
    • NEW BOOK: Charitable Gifts of Noncash Assets
    • Blog Posts
    • Authored Articles
    • Webinars
    • In the News
  • Contact

Archive for April 2023

Revolutionizing Gift Planning with Chat GPT and Other Tech: Unlocking the Power of Practical Applications

machine learning

“The Internet? We are not interested in it.” – Bill Gates, 1993. Precisely 30 years later Microsoft announces a new multibillion-dollar investment in ChatGPT-maker Open AI. Join us this month to explore the innovative ways in which artificial intelligence and other advanced technologies can be leveraged to enhance gift planning. Some of the key topics covered…

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Recent Posts

  • Charitable Gifts of LLCs: The Good, the Bad and the Ugly
  • Revolutionizing Gift Planning with Chat GPT and Other Tech: Unlocking the Power of Practical Applications
  • Long Live The Donor (Well, Not Too Long!): Mortality Table Mysteries in Gift Planning
  • Motivations and Philosophy Trends of Mega Donors: Seven Faces of Philanthropy, Giving Pledge, Epic Hero Story and Effective Altruism
  • Santa Delivers Secure Act 2.0: QCDs to CRTs and CGAs

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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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