Supporting Organizations:? Imagine Donor Advised Funds on Steroids

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)…

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Top Five Charitable Cases/Legislative Updates Impacting 2022

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 150 qualified charitable…

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