Archive for July 2023

A few years ago, we began getting approached by donors, advisors, and other charities with an unusual question – if a donor gave us cash, could we use that to invest in a private investment opportunity?  Or, how would we handle a concentrated public stock position? This question came up more and more often, and…

Five years ago, our team conducted a 990 review on 2016-2017 noncash activity for the largest 100 charities nationally.  We were beyond shocked at how few charities were actually receiving ANY noncash gifts, and that those who did, grew like crazy. This was a follow up to Dr. Russell James’ seminal research (“Cash is Not…