2024 Top 10 Strange, Interesting and Downright Zany Cases

Shocked team of entrepreneurs reading an e-mail on laptop in the office.

Whenever I’m 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…

Read More

The Final Stretch: Successfully Closing CRTs in 2024

Are you looking to close Charitable Remainder Trusts (CRTs) before the year ends?  Interested in learning from real-world examples and discovering practical strategies to make the most of these unique gift vehicles in the final months of 2024? This session will highlight key case studies from successful CRT gifts completed so far this year, share…

Read More

Maximizing Professional Advisor Relationships: Fundraiser Friend or Foe

Are you interested in working with professional advisors to increase your donor engagement or other fundraising efforts? Do you currently work with some advisors, but want to learn how to best position their expertise for your organization? Does talking to advisors intimidate you? This session will go over ways to engage or enhance your engagement…

Read More

Bequests Gone Wild: Recent Case Studies You Can’t Make Up!

A teacher who is tied up in the middle of an unruly classroom of children

“Estate administration is a lot like a kindergarten class… if the teacher isn’t in the room, things go south quickly!” Bequests have always been the most popular form of planned gift, but many charities think they have crossed the goal line when they receive a gift notification from the Executor/Personal Representative/Trustee.  Often, that is just…

Read More

Timeshares:  The Black Hole of Charitable Giving

CLOSE UP OF KEY AND HOUSE KEYCHAIN ​​IN HIGH SECURITY DOOR LOCK.

It is hot, it is summer, so it is time to take vacations at resorts.  But maybe donors don’t want to take a summer vacation anymore… alas, what can they do? Fill in the Blank Quiz:  ChatGPT defines __________ as capturing all kinetic energy when a particle passes beyond the event horizon, but quantum theory suggests…

Read More

DEBT:  The Four Letter Word of Noncash Transactions

Hands over a plant growing from a pile of coins

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 More

One 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 More