Posts by Dechomai Foundation
Planned Giving 103: Stuff Every Charitable Gift Planner Should Kinda Know (aka February Bookclub!)
That is the title of a short, hyper-practical book recently self-published by our manager of noncash research, Russ Willis. And because it is Russ, we know the subject is going to be tax law. But also because it is Russ, we know it will be readable, straightforward, and footnoted with some of his insightful commentary.…
Read MoreCrypto Donation and Appraisal Process 2.0: New and 52% Improved
After 8 years of activity in the crypto space (donations and appraisals), we FINALLY created 2.0 versions in the nick of time. Crypto is still booming as of this exact moment which could change in the next 5 minutes, but donors are asking how to make donations and how to get qualified appraisals. We have…
Read More2024 Top 10 Strange, Interesting and Downright Zany Cases
Whenever I’m on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.” Then, 99% of the time, they ask “What type of weird things?” So this webinar will cover some of our most memorable projects so far this year (the good, the bad and the ugly). …
Read MoreThe Final Stretch: Successfully Closing CRTs in 2024
Are you looking to close Charitable Remainder Trusts (CRTs) before the year ends? Interested in learning from real-world examples and discovering practical strategies to make the most of these unique gift vehicles in the final months of 2024? This session will highlight key case studies from successful CRT gifts completed so far this year, share…
Read MoreMaximizing Professional Advisor Relationships: Fundraiser Friend or Foe
Are you interested in working with professional advisors to increase your donor engagement or other fundraising efforts? Do you currently work with some advisors, but want to learn how to best position their expertise for your organization? Does talking to advisors intimidate you? This session will go over ways to engage or enhance your engagement…
Read MoreBequests Gone Wild: Recent Case Studies You Can’t Make Up!
“Estate administration is a lot like a kindergarten class… if the teacher isn’t in the room, things go south quickly!” Bequests have always been the most popular form of planned gift, but many charities think they have crossed the goal line when they receive a gift notification from the Executor/Personal Representative/Trustee. Often, that is just…
Read MoreHarnessing the Practical Power of Generative AI in Gift Planning: 2024 Updates and New Tools
You can’t even go on a yoga retreat these days without hearing about AI!!! Join Bryan and Paul for the first of two webinars in 2024 as we provide updates from our April 2023 session, “Revolutionizing Gift Planning with Chat GPT and Other Technologies.” This July, we will explore significant advancements in Gift Planning Artificial Intelligence and introduce new tools such…
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 Edit
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 seeing in…
Read MoreCrypto is Backo: Charitable Planning with Outright Gifts, DAFs and CGAs/CRTs
Spring (and crypto) has officially sprung! We always try to be timely, so with Bitcoin recently crossing a record $70K/token (and a lot of other altcoins hitting records as well), we thought it would probably be good to discuss the current crypto charitable ecosystem. We have delivered multiple webinars in the past few years on…
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