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…

Read More

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…

Read More

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…

Read More
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…

Read More
A young man jump between 2020 and 2021 years over the sun and through on the gap of hill silhouette evening colorful sky.

As we enter the final months of this unusual year, we have seen strong support for charitable work across the country, and we still have the busy end-of year giving period ahead of us. It goes without saying that 2020 has been a challenging year and given the host of tax law changes over the…

Read More
Coronavirus Aid, Relief, and Economic Security CARES Act on the desk.

The CARES Act, passed earlier this year for COVID-19 relief, includes incentives for charitable giving. For the 2020 tax year only, there are additional tax benefits for donating. Of particular interest is the increase of the adjusted gross income (AGI) limitation to 100%. Previously, deductions for cash donations were limited to 60% of AGI. Under…

Read More

This has been a difficult year by any metric. Planned giving may be far from many minds, but it can be particularly valuable for donors motivated to give during this trying time. Indeed, many of our charitable partners report significant upticks in grantmaking by their donors.   The first two months of 2020 were busier…

Read More
"Volatility Ahead" road sign.

Charitable Solutions has been obsessing on gift annuity risk management since the 90s. In fact, other than non-cash asset solutions, charitable gift annuity risk management is one of our core services.  Why? FIRST: CGAs are one of the only gifts where the charity can actually lose more money than the original donation! SECOND: No one…

Read More