Newsletter/Blog Posts

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…

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…

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…