Our inaugural 2023 webinar will cover one of the newest opportunities in planned giving: qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs). …
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…
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…
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…
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…
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…
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),…
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…
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…
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…
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