Newsletter/Blog Posts
OCT: Using Real Estate to Fund Immediate Gift Annuities
A Charitable Gift Annuity (CGA) may be funded with unique or hard-to-liquidate assets as well as cash or marketable securities. Charities face risks inherent in using real estate
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,
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.