Both Sides Now – One Advisor’s Story About His Own Charitable Exit

Change of form, reversal, plan vs. change, change in search of better opportunities, isometric traders pushing out another arrow inside an arrow in the opposite direction

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…

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Gifts Hidden in Plain Sight: Unlocking Creative Real Estate Opportunities

A piece of a hundred dollar bill is visible through a hole in the paper. Symbolism of hidden or concealed wealth, money that remains out of sight, or financial resources.

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…

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