Newsletter/Blog Posts

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…