Charitable Solutions, LLC now manages nearly $2 billion in supporting organizations (SOs). This session will cover the definitions (Type I, Type II and Type III),…
With the annual April tax deadline coming up, we figured the time might be ripe for a tax-focused webinar. Many charities just finished dealing with…
Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment. Right now, the hot topics…
You knew this was coming! NFTs or non-fungible tokens are the newest “asset” to pop up in the world of charitable gifting. Last month, the top…
Happy New Year! Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than…
Don’t Decline Noncash Gifts With Only 3 Weeks Left!
We expect to complete $1 billion in noncash donations this year with over $500 million in December transactions alone. Every single one of these completed…
Cryptocurrency Processing Options/Best Practices: From Major Gifts to CRTs/CGAs
You may have heard about cryptocurrency once or twice or ten thousand times recently! Your donors/clients have too. We had a free webinar on Cryptocurrency…
I had the pleasure of celebrating my 27th year of gift planning in 2021 and I have never experienced anything like the flow of new noncash…
Gift annuities (CGAs) have existed in the US for more than 150 years (and in Europe since the Middle Ages)! While they are the most…
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…
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