Santa Delivers Secure Act 2.0: QCDs to CRTs and CGAs

Our inaugural 2023 webinar will cover one of the newest opportunities in planned giving:  qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs).  We will cover the new rules, open questions, practical considerations, and case study opportunities. THIS IS BIG!!!!! This webinar will prepare you to: Advocate to internal management why the time…

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Charitable Remainder Trusts: Top Five Out of the Ordinary Conundrums and Solutions

THEY’RE BACK…… or did they really ever leave?  We are getting a spike in questions about charitable remainder trusts so this month’s webinar will briefly cover the CRT basics, when to use a flip CRUT, and then cover a few CRT conundrums and solutions. Our two newest team members, Paul Caspersen, CFP®, MS, AEP® (formerly AVP for Gift Planning at University…

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Supporting Organizations:  Imagine Donor Advised Funds on Steroids

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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Top 10 Questions, Myths, and Mysteries About IRS Form 8283 and 8282

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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Charitable Giving with NFTs: Tax, Legal and Processing Considerations

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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