Three Advanced CGA Applications The Now-N-Later Impact CGA, Testamentary Stretch IRA CGA and Crypto CGA Gift annuities are the oldest, simplest and most popular life income giving vehicle (there are more gift annuities than all other split interest gifts combined!).  But that doesn’t mean they can’t provide solutions to complex assets or planning goals.  In…

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One year ago, many of you probably didn’t know there was even such a thing as a Zoom consultant.  And you probably had also never heard of Special Purpose Acquisition Company (SPAC), a Private Investment in Public Equity (PIPE) or a NonFungible Token (NFT).  Your donors/clients not only expect you to know what these vehicles…

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What It Is, What It Isn’t, When It Works and When It Doesn’t With so much economic volatility over the last 15 years, charities are increasingly exploring reinsurance as a risk management strategy for gift annuities.  While it is a relatively simple concept, charities and advisors have erroneous preconceived notions about the viability of reinsurance…

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The most recent donor data comes from 2018 where individual taxpayers reported noncash contributions totaling $83.5 billion, more than a third of all income tax charitable deductions reported that year. Nearly all of this was almost certainly unrealized long-term gain. As gift planners are aware, the tax Code provides strong incentives for contributions of appreciated property. The…

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Happy New Year 2021 - Countdown To Midnight - Clock And Bokeh Lights

Happy New Year Everyone! I first have to say that I am glad we all survived 2020 (especially December!).  In 2020, we set records across all areas, and if we make it to tomorrow, will celebrate Charitable Solutions/Dechomai Foundation’s 18th year anniversary. Non-Cash Activity For the year: 97 non-cash donations were made, with a total value of…

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