The gift plan design, due diligence, ownership transfer is complete and the written acknowledgment is delivered to finalize the gift over the goal line… congratulations!!! …
Just when you thought you knew how to donate an LLC interest, here comes all the permutations and complexity. I was so impressed with Reynolds…
“The Internet? We are not interested in it.” – Bill Gates, 1993.nnPrecisely 30 years later Microsoft announces a new multibillion-dollar investment in ChatGPT-maker Open AI.…
Since nearly the beginning of time, Development staff have joyfully quipped, “Create a gift annuity with us and you are guaranteed to live forever!”, followed…
Over the last three years, our team has averaged 7-10 new leads/conversations, with about one closed donation averaging $4.4 million EACH DAY. These are mega donors…
Our inaugural 2023 webinar will cover one of the newest opportunities in planned giving: qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs). …
Charitable Solutions will have our 20th birthday on January 3rd . Yet, we still hear from charities with questions such as, “We have been declining (fill…
THEY’RE BACK…… or did they really ever leave? We are getting a spike in questions about charitable remainder trusts so this month’s webinar will briefly cover the CRT…
Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving…
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…
This month’s webinar (see registration link below) will cover the benefits and costs to noncash and CGA outsourcing. Having been an outsourced provider for 20…
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…
Happy New Year! Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than…
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…
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…
Happy New Year Everyone! I first have to say that I am glad we all survived 2020 (especially December!). In 2020, we set records across all…
Cryptocurrency Donations Explode—Are You Missing Out?
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.
Giving real estate is an impactful way to support a charity and provide tax benefits to donors. But it’s rarely a simple transaction. Often it…
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