Non-cash assets
Crypto-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.…
Read MoreA Forensic Deconstructed Post-Mortem: 2024 Noncash Activity Breakdown with 2025 Trends
Last year saw record activity for Charitable Solutions, LLC and 2025 looks to be continuing that trend! Join Ryan Raffin and Laura Malone as they examine what made 2024 successful and how those gifts suggest opportunities for 2025 and beyond. This webinar will discuss: Notable 2024 donations 2024 trends 2025 activity Expectations for 2025 Opportunities…
Read MoreDonating Commercial Real Estate: Trends, Tricks, Traps and Travel
Some of the most charitably-inclined people nationally are real estate investors. They are often deeply involved in their local community and tend to be very place-based (think farmers/developers/apartment owners). But they usually fund their charitable interests using cash – omg… the humanity!!!!!! This session covers: The various types of commercial real estate Some of the trends/tricks we are…
Read More