Posts Tagged ‘non-cash assets’
One Hour, Five Gifts: The Charitable Planning Playbook for 2026 and Beyond
The Tax Cuts and Jobs Act rewrote the rules on deductions, then the One Big Beautiful Bill Act took them to another level, demanding real creativity in charitable tax planning for many mass affluent donors. The §7520 rate sits at its highest sustained level in nearly two decades. And the largest generation in American…
Read MoreBoth Sides Now – One Advisor’s Story About His Own Charitable Exit
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…
Read MoreGifts Hidden in Plain Sight: Unlocking Creative Real Estate Opportunities
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…
Read MoreTimeshares: The Black Hole of Charitable Giving
It is hot, it is summer, so it is time to take vacations at resorts. But maybe donors don’t want to take a summer vacation anymore… alas, what can they do? Fill in the Blank Quiz: ChatGPT defines __________ as capturing all kinetic energy when a particle passes beyond the event horizon, but quantum theory suggests…
Read MoreDonating Commercial Real Estate: Trends, Tricks, Traps and Travel
Some of the most charitably-inclined people nationally are real estate investors. They are often deeply involved in their local community and tend to be very place-based (think farmers/developers/apartment owners). But they usually fund their charitable interests using cash – omg… the humanity!!!!!! This session covers: The various types of commercial real estate Some of the trends/tricks we are…
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