Newsletter/Blog Posts

Creative Year-End Charitable Gift Annuity Marketing Ideas

October 5, 2023

Are you looking to reinvigorate your Charitable Gift Annuity (CGA) marketing strategies as the year comes to an end?  Whether your organization has its own…

Real Estate Investment to Real Estate Impact: Utilizing Delaware Statutory Trusts (DSTs) as a Charitable Giving Option

September 6, 2023

You may be familiar with the concept of donating real estate to maximize charitable giving potential, but have you considered what may be a more…

Unique Donor Investment Options: Concentrated Positions and Direct PE/Real Estate Investments in DAFs, SOs and LLCs

July 23, 2023

A few years ago, we began getting approached by donors, advisors, and other charities with an unusual question – if a donor gave us cash,…

Extreme Noncash Concentration in 2021 (New Research Report Released 7/23): The More Things Change, The More They Stay The Same!

July 17, 2023

Five years ago, our team conducted a 990 review on 2016-2017 noncash activity for the largest 100 charities nationally.  We were beyond shocked at how…

Top Ten Noncash Post-Gift Considerations and Conundrums

June 20, 2023

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!!! …

Charitable Gifts of LLCs: The Good, the Bad and the Ugly

May 16, 2023

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…

Revolutionizing Gift Planning with Chat GPT and Other Tech: Unlocking the Power of Practical Applications

April 11, 2023
machine learning

“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.…

Long Live The Donor (Well, Not Too Long!): Mortality Table Mysteries in Gift Planning

March 16, 2023

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…

Motivations and Philosophy Trends of Mega Donors: Seven Faces of Philanthropy, Giving Pledge, Epic Hero Story and Effective Altruism

February 8, 2023

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…

Santa Delivers Secure Act 2.0: QCDs to CRTs and CGAs

January 6, 2023

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). …

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