Newsletter/Blog Posts

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, and you do not need to know everything about a particular asset type. Even those new to the development role can be as effective at these conversations as the veterans…

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 through some creative thinking and careful risk management, we crafted a great gift solution for the donor. It took our CS team of Bryan, Gary, and Ryan to figure this…

Business Interest Success Story

March 1, 2019

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 either because non-profits don’t have the internal expertise and capacity, or they simply walk away…

Gifts of Real Estate

February 1, 2019

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. CS was contacted by a charity asking for assistance…