Newsletter/Blog Posts

A New Kind of CGA Stems from the SECURE Act

September 1, 2020

This has been a difficult year by any metric. Planned giving may be far from many minds, but it can be particularly valuable for donors…

Extreme Market Volatility = CGA Risk Management Time

March 1, 2020
"Volatility Ahead" road sign.

Charitable Solutions has been obsessing on gift annuity risk management since the 90s. In fact, other than non-cash asset solutions, charitable gift annuity risk management…

Looking Back…Looking Ahead

February 3, 2020

Charitable Solutions, LLC and Dechomai Foundations:  A Decade in Review I was planning to post our 2019 accomplishments and then realized DECADE successes would be…

MORE Reasons to Stop Declining Noncash Gifts!

December 10, 2019

Charitable Solutions, LLC was founded to help capture gifts for charities that otherwise would have been declined – specifically focusing on noncash assets and gift…

Using Real Estate to Fund Immediate Gift Annuities – A Creative Twist

October 25, 2019

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…

Case Study: Simplifying CGAs to Solve Multiple Problems

September 19, 2019

Charitable Gift Annuities don’t need to be complicated and can address straight forward tax situations. A few months ago, a prospect came to us after…

Cryptocurrency:Are You Keeping Up?

August 1, 2019

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…

An S-Corp Gift

June 1, 2019

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,…

Donor Queries

May 1, 2019

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,…

Two Gifts–One Transaction

April 1, 2019

Combining two split interest gift types into a single transaction isn’t easy. Charitable Solutions (CS) had a situation presented to us earlier this year, and…