Newsletter/Blog Posts

OCT: Using Real Estate to Fund Immediate Gift Annuities

A Charitable Gift Annuity (CGA) may be funded with unique or hard-to-liquidate assets as well as cash or marketable securities.  Charities face risks inherent in using real estate

SEP: Simplifying Charitable Gift Annuities

Charitable Gift Annuities don’t need to be complicated and can address straight forward tax situations.

AUG: Cryptocurrency Donations--Don't Be Left Behind

Cryptocurrency has been in the news recently for a couple of reasons, and we thought it might be helpful to share our perspective on this interesting asset for charitable giving purposes.

JUNE: An S-Corporation Gift

There are more S-corps than C-corps and LLCs combined – but very few donations are occurring. With S-corps, there are subtle nuances that must be considered,

MAY: Donor Queries

Are you anxious about having a discussion with one of your donors about an illiquid asset gift? It doesn’t have to be difficult or complicated, and you do not need to know everything about a particular asset type.

APR: Two Gifts, One Transaction

Combining two split interest gift types into a single transaction isn’t easy. We had a situation presented to us earlier this year, and through some creative thinking and careful risk management, we crafted a great gift solution for the donor.

MAR: Business Interest Success Story

This successful donation was one of the 72 illiquid asset gifts amounting to more than $350 million managed by Charitable Solutions in 2018. Among these, we noted an uptick in gifts of business interests, similar to the experience of other charities. But

FEB: Gifts of Real Estate

We’ve been asked from time to time to share success stories for gift situations that come across our desks at Charitable Solutions. As a first case, this gift from last fall is a good example of certain nuances of the gift acceptance process for a principal residence.