Newsletter/Blog Posts

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…

This Isn’t Your Grandfather’s Gift Annuity PART II: Six MORE Advanced CGA Applications

July 14, 2021

Gift annuities are the oldest, simplest, and most popular life income giving vehicle (there are more gift annuities than all other split interest gifts combined!). …

This Isn’t Your Grandfather’s Gift Annuity:

June 7, 2021

Three Advanced CGA Applications The Now-N-Later Impact CGA, Testamentary Stretch IRA CGA and Crypto CGA Gift annuities are the oldest, simplest and most popular life…

Noncash Qualified Appraisals Gone Wrong: Deconstructing Appraiser(al) Requirements and Forms 8283/8282

May 6, 2021

Most of us are aware that IRS will disallow a claimed deduction for a noncash contribution in excess of $5k, other than marketable securities, unless…

It’s a Brave New World: Charitable Gifts of SPACs, PIPEs and NFTs

April 1, 2021

One year ago, many of you probably didn’t know there was even such a thing as a Zoom consultant.  And you probably had also never…

Charitable Gift Annuity Reinsurance:

February 23, 2021

What It Is, What It Isn’t, When It Works and When It Doesn’t With so much economic volatility over the last 15 years, charities are…

Avoiding the Gray Line: Closer Recent Scrutiny of Noncash Charitable Prearranged Sales

February 8, 2021

The most recent donor data comes from 2018 where individual taxpayers reported noncash contributions totaling $83.5 billion, more than a third of all income tax charitable…