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Don’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 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 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 MorePlanned Giving 103: Stuff Every Charitable Gift Planner Should Kinda Know (aka February Bookclub!)
That is the title of a short, hyper-practical book recently self-published by our manager of noncash research, Russ Willis. And because it is Russ, we know the subject is going to be tax law. But also because it is Russ, we know it will be readable, straightforward, and footnoted with some of his insightful commentary.…
Read MoreCrypto Donation and Appraisal Process 2.0: New and 52% Improved
After 8 years of activity in the crypto space (donations and appraisals), we FINALLY created 2.0 versions in the nick of time. Crypto is still booming as of this exact moment which could change in the next 5 minutes, but donors are asking how to make donations and how to get qualified appraisals. We have…
Read More2024 Top 10 Strange, Interesting and Downright Zany Cases
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 MoreThe 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…
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