Newsletter/Blog Posts

Stop Declining Great Gifts!  How/Why/When do Charities Work with Charitable Solutions?

October 10, 2022

Charitable Solutions will have our 20th birthday on January 3rd . Yet, we still hear from charities with questions such as, “We have been declining (fill…

Charitable Remainder Trusts: Top Five Out of the Ordinary Conundrums and Solutions

September 14, 2022

THEY’RE BACK…… or did they really ever leave?  We are getting a spike in questions about charitable remainder trusts so this month’s webinar will briefly cover the CRT…

How to talk to people about wealth in ways that inspire major gifts of assets: The science and the sentences

August 22, 2022

Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from…

Shifting Gears: Rising Inflation and Interest Rates Impact on Charitable Giving

July 14, 2022

Interest rates are rising, fast.  And it’s not just the federal funds target rate. Yields on mid-term Treasuries, which touched historic lows in the early…

Top 5 Pros/Cons to Outsourcing Noncash Assets and Gift Annuities (and any other Donation)

June 13, 2022

insource (maybe with consulting help), outsource or decline the opportunity.  When I see/hear about a charity declining a gift from a good donor, with a…

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…