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Planned Giving Research Roundup: Key Findings from Claire Routley
Research reports are tasty brain food, but very tough beach reading. In this webinar, we offer the condensed versions of recent studies with UK researcher Claire Routley. Claire will share a potted summary of her overall research work before focusing on a couple of recent research findings. These include collaborations with Professor Russell James such…
Read MoreWhite Whale Sightings: True Tales of the Search for Mega-Gifts
Gift planners keep hope alive for one wealthy supporter whose mega-gift turns dreams into outcomes. Hope is never a strategy, but we know those gifts are out there. We’ve already seen two this year, one a $700 million CRUT and the other a $19M charitable gift annuity. You’ve probably guessed that these gifts weren’t funded…
Read MoreBoth Sides Now – One Advisor’s Story About His Own Charitable Exit
Entrepreneurs and business owners are among the most charitably-inclined Americans, and there are so many opportunities for philanthropy before and during a business sale. In 2025 alone, we worked on more than 400 business gifts that transferred over $1B to charity. In this webinar, we’ll focus on one of those gifts with Rob Siegmann, co-founder of Total…
Read MoreGifts Hidden in Plain Sight: Unlocking Creative Real Estate Opportunities
Real estate is one of the most overlooked sources of transformational philanthropy. Dechomai/Charitable Solutions, LLC completes more real estate gifts than any other charity in the country (out of 1.8 million charities!). Between outright gifts, LLCs owning real estate, CRTs, estate gifts, retained life estates, gift annuities for retained life estates, and traditional gift annuities…
Read MoreHow to Bedazzle Your Form 990: How Charities Can Use a Boring Tax Form to Optimize Trust and Relationships
Over 1.5 MILLION public charities are competing for the same pool of donors, so you need to take every chance to share your mission and accomplishments. Your Form 990 is most likely published on your website as well as other public databases (e.g., Candid) and you’d be mistaken if you think no one is reading it.…
Read MoreA Forensic Deconstructed Post-Mortem: 2025 Noncash Activity Breakdown with 2026 Trends
In March 2025, we predicted good times ahead for real estate and business gifts, crypto and CGAs, and looming uncertainties in the economy and tax code. We’ll examine how the problems and opportunities we all lived through really affected the gifts we facilitated, and we’ll offer our best predictions and advice for the coming year.…
Read MoreFive Things EVERY Charity Should Do NOW (and Should STOP doing) to Raise More Noncash Gifts!
This webinar will literally be the 5-Step recipe to help every charity raise more noncash gifts. Many charities are making noncash gifts WAY too complicated, WAY too drawn out and with WAY too many people involved. And then, when they are finally ready to be ready, a key staff person/volunteer leaves and then the process…
Read MoreFrom Financier to Philanthropist: Unlocking Charitable Gifts from Private Equity, Venture Capital, and Hedge Funds
Donations of interests in private equity, venture capital, and hedge funds come from sophisticated, motivated donors–but often not ones with significant planned giving experience. For the charity, these assets are far less liquid than cash or marketable securities, and often even more complex than traditional private stock donations. Despite that disconnect, these gifts can be…
Read MoreDon’t Lose ANY Year-End Noncash, Crypto, CRT or CGA Gifts Because of Capacity, Timing or Expertise!!!!
Everyone waits until the last minute – that is human nature. The wave of gifts is happening NOW, but this is when many charitable staff want to take vacations and do holiday shopping. We don’t know what vacations are, and the only gifts we are focused on right now are charitable ones… our 30-person team works until…
Read MoreTop 10 Strange, Interesting and Downright Zany Noncash Cases in 2025
If I am on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.” Then, 99% of the time, they ask “What type of weird things?” So this webinar will cover some of our most memorable projects so far this year (the good, the bad and the ugly).…
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