Newsletter/Blog Posts

Everything You Need to Know about the Chartered Advisor in Philanthropy (CAP) Designation

August 6, 2021

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…

This Isn’t Your Grandfather’s Gift Annuity PART II: Six MORE Advanced CGA Applications

July 14, 2021

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!). …

This Isn’t Your Grandfather’s Gift Annuity:

June 7, 2021

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…

Noncash Qualified Appraisals Gone Wrong: Deconstructing Appraiser(al) Requirements and Forms 8283/8282

May 6, 2021

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…

It’s a Brave New World: Charitable Gifts of SPACs, PIPEs and NFTs

April 1, 2021

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…

Charitable Gift Annuity Reinsurance:

February 23, 2021

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…

Avoiding the Gray Line: Closer Recent Scrutiny of Noncash Charitable Prearranged Sales

February 8, 2021

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…

A Record-Setting Year in Review

January 19, 2021
Happy New Year 2021 - Countdown To Midnight - Clock And Bokeh Lights

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?

November 19, 2020

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.

Don’t be Spooked by Mortgaged Real Estate: Three Creative Charitable Solutions

October 22, 2020

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…