Uncategorized

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…

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…

Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment.  Right now, the hot topics are private equity funds and all their close cousins such as profits interests, carried interest, hedge funds and private real estate funds.  We have completed dozens of these transactions in…

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…

Happy New Year! Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than 230 noncash donations for $1.056 BILLION… 250% more than our previous annual record!  We also delivered 64 speeches, 107 new charitable gift annuities for over $12 million dollars, more than…