Charitable Solutions, LLC now manages nearly $2 billion in supporting organizations (SOs).  This session will cover the definitions (Type I, Type II and Type III), operational and governance structures as well as unique lifetime and testamentary planning strategies.  The session will place some emphasis on noncash asset donations as well as customized (and even concentrated)…

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With the annual April tax deadline coming up, we figured the time might be ripe for a tax-focused webinar. Many charities just finished dealing with stacks of last-minute donor tax forms, particularly IRS Form 8283 for noncash charitable contributions.  Despite being only two pages long, the 8283 can be confusing for donors, advisors, appraisers, AND…

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You knew this was coming!  NFTs or non-fungible tokens are the newest “asset” to pop up in the world of charitable gifting.  Last month, the top 100 NFT sales amounted to $2.3 Billion (yes… BILLION!).  Essentially, NFTs are a low-overhead endeavor because they are created, viewed, traded and owned online.  But because NFTs are still so closely…

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Happy New Year! Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than 230 noncash donations for $1.056 BILLION… 250% more than our previous annual record!  We also delivered 64 speeches, 107 new charitable gift annuities for over $12 million dollars, more than…

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We expect to complete $1 billion in noncash donations this year with over $500 million in December transactions alone.  Every single one of these completed donations was declined by the referring charity the donor was trying to give it to in the first place. Our 20-person team will be fully available through 12/31 including weekends so don’t…

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You may have heard about cryptocurrency once or twice or ten thousand times recently!  Your donors/clients have too.  We had a free webinar on Cryptocurrency Donations Explode last year (when Bitcoin was $19K, today it is $63K!) which covered a broad-based look at the market and charitable planning opportunities.  This session will cover more of…

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