Donations of interests in private equity, venture capital, and hedge funds come from sophisticated, motivated donors–but often not ones with significant planned giving experience. For…
Everyone waits until the last minute – that is human nature. The wave of gifts is happening NOW, but this is when many charitable staff want…
If I am on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.” Then,…
AI is changing the way we work-but for gift planners and professional advisors, it has to be more than just words. Join Bryan Clontz and…
Charitable gift annuities are a tried-and-true option for donors who want to make a philanthropic impact and generate lifetime income. The myth is that CGAs…
Interest in cryptocurrency gifts is growing rapidly-and not just for outright gifts. Donors and advisors are now exploring ways to use crypto to fund Charitable Remainder…
The history of DAFs is fascinating, especially given the continued growth of sponsoring organizations, funds, and their impact on charitable giving. All DAF professionals need…
Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO – PG Partner as he shares insights from…
We have recently received A LOT of inquiries about coins, collectibles and cars. My joke is that I would rather deal with an Irish private…
Our April webinar is based on the simple fact that most community foundation staff (and Board) are genetically unable to say “NO.” This is exacerbated…
Last year saw record activity for Charitable Solutions, LLC and 2025 looks to be continuing that trend! Join Ryan Raffin and Laura Malone as they…
That is the title of a short, hyper-practical book recently self-published by our manager of noncash research, Russ Willis. And because it is Russ, we…
After 8 years of activity in the crypto space (donations and appraisals), we FINALLY created 2.0 versions in the nick of time. Crypto is still…
Whenever I’m on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.” Then, 99%…
Are you looking to close Charitable Remainder Trusts (CRTs) before the year ends? Interested in learning from real-world examples and discovering practical strategies to make…
Are you interested in working with professional advisors to increase your donor engagement or other fundraising efforts? Do you currently work with some advisors, but…
“Estate administration is a lot like a kindergarten class… if the teacher isn’t in the room, things go south quickly!” Bequests have always been the…
You can’t even go on a yoga retreat these days without hearing about AI!!! Join Bryan and Paul for the first of two webinars in…
It is hot, it is summer, so it is time to take vacations at resorts. But maybe donors don’t want to take a summer vacation…
Some of the most charitably-inclined people nationally are real estate investors. They are often deeply involved in their local community and tend to be very place-based…
Spring (and crypto) has officially sprung! We always try to be timely, so with Bitcoin recently crossing a record $70K/token (and a lot of other…
I would rather hear ANY four letter word than D.E.B.T. when discussing a noncash transaction. And a little known fact, Aretha Franklin’s original song line…
New & Improved with 10% More: An Overview of Our Charitable Gifts of Noncash Assets Book 3rd Edition
You asked for an upgraded sugar-free and gluten-free noncash asset resource and we have answered the call. I know what you are thinking: “Why couldn’t…
After 17 years of near silence, IRS has finally begun to issue proposed regulations interpreting and implementing legislation enacted in 2006 to “improve accountability” of donor advised…
If you don’t operate a donor advised fund, the answer is a millisecond, “Of course not!” If you do operate a donor advised fund, these…
Are you looking to reinvigorate your Charitable Gift Annuity (CGA) marketing strategies as the year comes to an end? Whether your organization has its own…
You may be familiar with the concept of donating real estate to maximize charitable giving potential, but have you considered what may be a more…
A few years ago, we began getting approached by donors, advisors, and other charities with an unusual question – if a donor gave us cash,…
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…
The gift plan design, due diligence, ownership transfer is complete and the written acknowledgment is delivered to finalize the gift over the goal line… congratulations!!! …
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