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Five years ago, our team conducted a 990 review on 2016-2017 noncash activity for the largest 100 charities nationally.  We were beyond shocked at how few charities were actually receiving ANY noncash gifts, and that those who did, grew like crazy. This was a follow up to Dr. Russell James’ seminal research (“Cash is Not…

nnThe gift plan design, due diligence, ownership transfer is complete and the written acknowledgment is delivered to finalize the gift over the goal line… congratulations!!!  Now you may want to “set it and forget it” to move on to the next project… or take a well-deserved vacation.  Just when you thought it was safe to…

Just when you thought you knew how to donate an LLC interest, here comes all the permutations and complexity.  I was so impressed with Reynolds Cafferata’s presentation on this topic at the national CGP conference last year, I was so glad when he agreed to reprise the talk for our May webinar.  This presentation discusses…

“The Internet? We are not interested in it.” – Bill Gates, 1993.nnPrecisely 30 years later Microsoft announces a new multibillion-dollar investment in ChatGPT-maker Open AI. Join us this month to explore the innovative ways in which artificial intelligence and other advanced technologies can be leveraged to enhance gift planning. Some of the key topics covered…

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…

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? nnThere are a number of new…

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…