Uncategorized
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 MoreBequests Gone Wild: Recent Case Studies You Can’t Make Up!
“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 MoreHarnessing the Practical Power of Generative AI in Gift Planning: 2024 Updates and New Tools
You can’t even go on a yoga retreat these days without hearing about AI!!! Join Bryan and Paul for the first of two webinars in 2024 as we provide updates from our April 2023 session, “Revolutionizing Gift Planning with Chat GPT and Other Technologies.” This July, we will explore significant advancements in Gift Planning Artificial Intelligence and introduce new tools…
Read MoreTimeshares: The Black Hole of Charitable Giving
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 MoreDEBT: The Four Letter Word of Noncash Transactions
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 MoreNew & Improved with 10% More: An Overview of Our Charitable Gifts of Noncash Assets Book 3rd Edition
You asked for an upgraded sugar-free and gluten-free noncash asset resource and we have answered the call. I know what you are thinking: “Why couldn’t they have released this 491-paged noncash goodie prior to Valentine’s Day?” Keep in mind this has been the #1 noncash asset book gift for anniversaries, book clubs, summer reading, graduations, weddings…
Read MoreOne 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 MoreSlippery Slopes: Should Donor Advised Funds Grant To or Receive Contributions From Hate/Discriminatory/Mission-Antithetical Groups?
If you don’t operate a donor advised fund, the answer is a millisecond, “Of course not!” If you do operate a donor advised fund, these issues come up more and more, and determining when to say, “Unfortunately, we aren’t going to accept an asset like that, or from that group or grant to that organization,”…
Read MoreReal Estate Investment to Real Estate Impact: Utilizing Delaware Statutory Trusts (DSTs) as a Charitable Giving Option
You may be familiar with the concept of donating real estate to maximize charitable giving potential, but have you considered what may be a more suitable option for disposition of your donor’s or client’s real estate asset-gifting through a Delaware Statutory Trust (DST)? Whether it’s an investment property, vacation home, or even commercial real estate,…
Read MoreUnique Donor Investment Options: Concentrated Positions and Direct PE/Real Estate Investments in DAFs, SOs and LLCs
A few years ago, we began getting approached by donors, advisors, and other charities with an unusual question – if a donor gave us cash, could we use that to invest in a private investment opportunity? Or, how would we handle a concentrated public stock position? This question came up more and more often, and…
Read More