Newsletter/Blog Posts

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…

End of 2020 Charitable Planning Opportunities

October 2, 2020
A young man jump between 2020 and 2021 years over the sun and through on the gap of hill silhouette evening colorful sky.

As we enter the final months of this unusual year, we have seen strong support for charitable work across the country, and we still have…

CARES Act Creates S-Corp Stock Giving Opp. for 2020 Only!

September 17, 2020
Coronavirus Aid, Relief, and Economic Security CARES Act on the desk.

The CARES Act, passed earlier this year for COVID-19 relief, includes incentives for charitable giving. For the 2020 tax year only, there are additional tax…

A New Kind of CGA Stems from the SECURE Act

September 1, 2020

This has been a difficult year by any metric. Planned giving may be far from many minds, but it can be particularly valuable for donors…

Extreme Market Volatility = CGA Risk Management Time

March 1, 2020
"Volatility Ahead" road sign.

Charitable Solutions has been obsessing on gift annuity risk management since the 90s. In fact, other than non-cash asset solutions, charitable gift annuity risk management…

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