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Since nearly the beginning of time, Development staff have joyfully quipped, “Create a gift annuity with us and you are guaranteed to live forever!”, followed by a “Isn’t that great… it is like discovering the Fountain of Youth!”  To which the Finance/Investment Officer, who always seems to overhear these conversations anxiously says, “Wait… what?” This lively session about death will…

Over the last three years, our team has averaged 7-10 new leads/conversations, with about one closed donation averaging $4.4 million EACH DAY.  These are mega donors however anyone defines that term.  We have completed gifts for 5-10 billionaires each year (at least that we know of).  So what, you might ask?  There are a number of…

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…

Charitable Solutions will have our 20th birthday on January 3rd . Yet, we still hear from charities with questions such as, “We have been declining (fill in asset here) for years!  How do you work again?”  Ugh…  So, we usually have this call multiple times a week covering the initial call with the development person/professional advisor,…

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…

Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary!…

Interest rates are rising, fast.  And it’s not just the federal funds target rate. Yields on mid-term Treasuries, which touched historic lows in the early months of the pandemic, have risen several points in just the past few months, to levels we have not seen since before the 2008 crash. Those yields are the benchmark…

This month’s webinar (see registration link below) will cover the benefits and costs to noncash and CGA outsourcing.  Having been an outsourced provider for 20 years, you are probably thinking, “I am guessing we are only going to hear about the benefits.”  Yes, we have a massive conflict of interest/bias, but there are a number…

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)…

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…