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…
Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than 230 noncash donations…
Don’t Decline Noncash Gifts With Only 3 Weeks Left!
We expect to complete $1 billion in noncash donations this year with over $500 million in December transactions alone. Every single one of these completed…
Cryptocurrency Processing Options/Best Practices: From Major Gifts to CRTs/CGAs
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…
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…
Thanks for subscribing! Please check your email for further instructions.