Newsletter/Blog Posts

Supporting Organizations:  Imagine Donor Advised Funds on Steroids

May 19, 2022

Charitable Solutions, LLC now manages nearly $2 billion in supporting organizations (SOs).  This session will cover the definitions (Type I, Type II and Type III),…

Top 10 Questions, Myths, and Mysteries About IRS Form 8283 and 8282

April 6, 2022

With the annual April tax deadline coming up, we figured the time might be ripe for a tax-focused webinar. Many charities just finished dealing with…

Charitable Gifts of Hedge Funds, PE/Real Estate Funds and Carried/Profit Interests

March 8, 2022

Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment.  Right now, the hot topics…

Charitable Giving with NFTs: Tax, Legal and Processing Considerations

February 21, 2022

You knew this was coming!  NFTs or non-fungible tokens are the newest “asset” to pop up in the world of charitable gifting.  Last month, the top…

Webinar: Top Five Charitable Cases/Legislative Updates Impacting 2022

January 14, 2022

Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than 230 noncash donations…

Don’t Decline Noncash Gifts With Only 3 Weeks Left!

December 10, 2021

We expect to complete $1 billion in noncash donations this year with over $500 million in December transactions alone.  Every single one of these completed…

Cryptocurrency Processing Options/Best Practices: From Major Gifts to CRTs/CGAs

November 11, 2021

You may have heard about cryptocurrency once or twice or ten thousand times recently!  Your donors/clients have too.  We had a free webinar on Cryptocurrency…

Noncash Record Year ALREADY! Deconstructing Trends, Themes and Interesting Gifts

October 14, 2021

I had the pleasure of celebrating my 27th year of gift planning in 2021 and I have never experienced anything like the flow of new noncash…

CHARITABLE GIFT ANNUITIES 101 – What they are, where they fit and how to get more …with no risk!

September 14, 2021

Gift annuities (CGAs) have existed in the US for more than 150 years (and in Europe since the Middle Ages)! While they are the most…

Everything You Need to Know about the Chartered Advisor in Philanthropy (CAP) Designation

August 6, 2021

Since starting this webinar series, I have enjoyed writing and speaking about timely tax issues, unique gift transactions or hot asset classes. This month, I…