Newsletter/Blog Posts

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, not the least of which include the issue of unrelated taxable income (UBTI) on profits earned (pre and post contribution gain) as well as any income during the holding period.

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.