Just when you thought you knew how to donate an LLC interest, here comes all the permutations and complexity. I was so impressed with Reynolds…
“The Internet? We are not interested in it.” – Bill Gates, 1993. Precisely 30 years later Microsoft announces a new multibillion-dollar investment in ChatGPT-maker Open AI.…
Since nearly the beginning of time, Development staff have joyfully quipped, “Create a gift annuity with us and you are guaranteed to live forever!”, followed by…
Over the last three years, our team has averaged 7-10 new leads/conversations, with about one closed donation averaging $4.4 million EACH DAY. These are mega donors…
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…
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