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…
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