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How 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).…
Read MoreMore than Just Words: Leveraging AI for Research, Calculations & Illustrations in Advanced Charitable Planning
AI is changing the way we work—but for gift planners and professional advisors, it has to be more than just words. Join Bryan Clontz and Paul Caspersen for a hands-on look at how AI is helping professionals do more with AI applications. This webinar will demonstrate how to use AI for research, calculations, illustrations and high-impact outputs…
Read MoreThe Who, Why and How of the Donor Advised Fund Sector
The history of DAFs is fascinating, especially given the continued growth of sponsoring organizations, funds, and their impact on charitable giving. All DAF professionals need to be familiar with the history of DAFs, the diverse types of DAF sponsors, and the primary factors driving donors to choose DAFs and DAF sponsors. They also need to…
Read MoreSmiling and Dialing: The Not-So-Lost Art of Building Deeper Donor (and Client!) Connections When You Can’t Be Face-to-Face
Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO – PG Partner as he shares insights from personally calling more than125 donors each week to thank, survey, and qualify them. Attendees will learn: How to implement actionable tips to generate more meaningful donor conversations that lead to…
Read MoreStrategic and Practical Ways Community Foundations (and Other Charities) Can Say “No”… With Love
Our April webinar is based on the simple fact that most community foundation staff (and Board) are genetically unable to say “NO.” This is exacerbated by the fact that community foundations are entirely blessed in that they can do almost anything charitably, and they are entirely cursed in that they can do almost anything charitably.…
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