Non-cash assets
Both Sides Now – One Advisor’s Story About His Own Charitable Exit
Entrepreneurs and business owners are among the most charitably-inclined Americans, and there are so many opportunities for philanthropy before and during a business sale. In 2025 alone, we worked on more than 400 business gifts that transferred over $1B to charity. In this webinar, we’ll focus on one of those gifts with Rob Siegmann, co-founder of Total…
Read MoreGifts Hidden in Plain Sight: Unlocking Creative Real Estate Opportunities
Real estate is one of the most overlooked sources of transformational philanthropy. Dechomai/Charitable Solutions, LLC completes more real estate gifts than any other charity in the country (out of 1.8 million charities!). Between outright gifts, LLCs owning real estate, CRTs, estate gifts, retained life estates, gift annuities for retained life estates, and traditional gift annuities…
Read MoreFive Things EVERY Charity Should Do NOW (and Should STOP doing) to Raise More Noncash Gifts!
This webinar will literally be the 5-Step recipe to help every charity raise more noncash gifts. Many charities are making noncash gifts WAY too complicated, WAY too drawn out and with WAY too many people involved. And then, when they are finally ready to be ready, a key staff person/volunteer leaves and then the process…
Read MoreFrom 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 More