Non-cash assets
From Financier to Philanthropist: Unlocking Charitable Gifts from Private Equity, Venture Capital, and Hedge Funds
Donations of interests in private equity, venture capital, and hedge funds come from sophisticated, motivated donors–but often not ones with significant planned giving experience. For the charity, these assets are far less liquid than cash or marketable securities, and often even more complex than traditional private stock donations. Despite that disconnect, these gifts can be…
Read MoreDon’t Lose ANY Year-End Noncash, Crypto, CRT or CGA Gifts Because of Capacity, Timing or Expertise!!!!
Everyone waits until the last minute – that is human nature. The wave of gifts is happening NOW, but this is when many charitable staff want to take vacations and do holiday shopping. We don’t know what vacations are, and the only gifts we are focused on right now are charitable ones… our 30-person team works until…
Read MoreTop 10 Strange, Interesting and Downright Zany Noncash Cases in 2025
If I am on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.” Then, 99% of the time, they ask “What type of weird things?” So this webinar will cover some of our most memorable projects so far this year (the good, the bad and the ugly).…
Read MoreMore than Just Words: Leveraging AI for Research, Calculations & Illustrations in Advanced Charitable Planning
AI is changing the way we work—but for gift planners and professional advisors, it has to be more than just words. Join Bryan Clontz and Paul Caspersen for a hands-on look at how AI is helping professionals do more with AI applications. This webinar will demonstrate how to use AI for research, calculations, illustrations and high-impact outputs…
Read MoreHigh-Impact Advanced CGAs: Unlocking the Full Value of Your Donor’s Noncash Assets (with bonus Featured Guest Case Studies)
Charitable gift annuities are a tried-and-true option for donors who want to make a philanthropic impact and generate lifetime income. The myth is that CGAs tend to be small and provide simple solutions. This webinar will outline why this is not the case. You can maximize both impact and income by bringing your creativity—along with…
Read MoreCrypto-Funded Charitable Remainder Trusts & Gift Annuities: Yes, You Can Do That!
Interest in cryptocurrency gifts is growing rapidly—and not just for outright gifts. Donors and advisors are now exploring ways to use crypto to fund Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs), creating opportunities to convert appreciated digital assets into income streams while supporting charity. This webinar will begin with a brief overview of CRTs and CGAs—how they work,…
Read MoreThe Who, Why and How of the Donor Advised Fund Sector
The history of DAFs is fascinating, especially given the continued growth of sponsoring organizations, funds, and their impact on charitable giving. All DAF professionals need to be familiar with the history of DAFs, the diverse types of DAF sponsors, and the primary factors driving donors to choose DAFs and DAF sponsors. They also need to…
Read MoreSmiling and Dialing: The Not-So-Lost Art of Building Deeper Donor (and Client!) Connections When You Can’t Be Face-to-Face
Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO – PG Partner as he shares insights from personally calling more than125 donors each week to thank, survey, and qualify them. Attendees will learn: How to implement actionable tips to generate more meaningful donor conversations that lead to…
Read MoreShiny and “Drivey” Things: Charitable Gifts of Precious Metals, Jewelry and Vehicles
We have recently received A LOT of inquiries about coins, collectibles and cars. My joke is that I would rather deal with an Irish private company with imported aardvarks than a bag of gold coins. What seems simple is anything but, however there are donation opportunities when all the planets align. Attendees will learn: The…
Read MoreStrategic and Practical Ways Community Foundations (and Other Charities) Can Say “No”… With Love
Our April webinar is based on the simple fact that most community foundation staff (and Board) are genetically unable to say “NO.” This is exacerbated by the fact that community foundations are entirely blessed in that they can do almost anything charitably, and they are entirely cursed in that they can do almost anything charitably.…
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