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…
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…
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…
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!). …
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…
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…
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…
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…
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…
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