Charitable Gift Annuities
DEBT: The Four Letter Word of Noncash Transactions
I would rather hear ANY four letter word than D.E.B.T. when discussing a noncash transaction. And a little known fact, Aretha Franklin’s original song line wasn’t “R.E.S.P.E.C.T… find out what it means to me”…. it was “D.E.B.T…. find out how unrelated business income tax and bargain sales will impact me.” I think she should have…
Read MoreNew & Improved with 10% More: An Overview of Our Charitable Gifts of Noncash Assets Book 3rd Edition
You asked for an upgraded sugar-free and gluten-free noncash asset resource and we have answered the call. I know what you are thinking: “Why couldn’t they have released this 491-paged noncash goodie prior to Valentine’s Day?” Keep in mind this has been the #1 noncash asset book gift for anniversaries, book clubs, summer reading, graduations, weddings…
Read MoreOne Shoe Dropping: IRS is Finally Stepping into the Donor Advised Fund Space
After 17 years of near silence, IRS has finally begun to issue proposed regulations interpreting and implementing legislation enacted in 2006 to “improve accountability” of donor advised funds. They have announced four regulatory projects, three of which will deal with excise taxes on “taxable distributions” and on “prohibited benefits” and “excess benefits” to disqualified persons, and one…
Read MoreSlippery Slopes: Should Donor Advised Funds Grant To or Receive Contributions From Hate/Discriminatory/Mission-Antithetical Groups?
If you don’t operate a donor advised fund, the answer is a millisecond, “Of course not!” If you do operate a donor advised fund, these issues come up more and more, and determining when to say, “Unfortunately, we aren’t going to accept an asset like that, or from that group or grant to that organization,”…
Read MoreCreative Year-End Charitable Gift Annuity Marketing Ideas
Are you looking to reinvigorate your Charitable Gift Annuity (CGA) marketing strategies as the year comes to an end? Whether your organization has its own CGA pool, is considering winding down its CGA program, or outsources its CGA operations entirely, this webinar is designed to provide you with creative and impactful ideas. Join us as…
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