Charitable Solutions, LLC was founded to help capture gifts for charities that otherwise would have been declined – specifically focusing on noncash assets and gift…
Using Real Estate to Fund Immediate Gift Annuities – A Creative Twist
A Charitable Gift Annuity (CGA) may be funded with unique or hard-to-liquidate assets as well as cash or marketable securities. Charities face risks inherent in…
Case Study: Simplifying CGAs to Solve Multiple Problems
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?
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…
An S-Corp Gift
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…
Donor Queries
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
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
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
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…
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