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Over 1.5 MILLION public charities are competing for the same pool of donors, so you need to take every chance to share your mission and accomplishments. Your Form 990 is most likely published on your website as well as other public databases (e.g., Candid) and you’d be mistaken if you think no one is reading it.…

In March 2025, we predicted good times ahead for real estate and business gifts, crypto and CGAs, and looming uncertainties in the economy and tax code. We’ll examine how the problems and opportunities we all lived through really affected the gifts we facilitated, and we’ll offer our best predictions and advice for the coming year.…

This webinar will literally be the 5-Step recipe to help every charity raise more noncash gifts.  Many charities are making noncash gifts WAY too complicated, WAY too drawn out and with WAY too many people involved.  And then, when they are finally ready to be ready, a key staff person/volunteer leaves and then the process…

Donations of interests in private equity, venture capital, and hedge funds come from sophisticated, motivated donors–but often not ones with significant planned giving experience. For the charity, these assets are far less liquid than cash or marketable securities, and often even more complex than traditional private stock donations. Despite that disconnect, these gifts can be…

Everyone waits until the last minute – that is human nature.  The wave of gifts is happening NOW, but this is when many charitable staff want to take vacations and do holiday shopping.  We don’t know what vacations are, and the only gifts we are focused on right now are charitable ones… our 30-person team works until…

If I am 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).…

Artificial intelligence is changing the way we work—but for gift planners and professional advisors, it has to be more than just words. Join Bryan Clontz and Paul Caspersen for a hands-on look at how AI is helping professionals do more with AI applications. This webinar will demonstrate how to use AI for research, calculations, illustrations and high-impact…

Charitable gift annuities are a tried-and-true option for donors who want to make a philanthropic impact and generate lifetime income. The myth is that CGAs tend to be small and provide simple solutions. This webinar will outline why this is not the case.  You can maximize both impact and income by bringing your creativity—along with…

Interest in cryptocurrency gifts is growing rapidly—and not just for outright gifts. Donors and advisors are now exploring ways to use crypto to fund Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs), creating opportunities to convert appreciated digital assets into income streams while supporting charity. This webinar will begin with a brief overview of CRTs and CGAs—how they work,…

The history of DAFs is fascinating, especially given the continued growth of sponsoring organizations, funds, and their impact on charitable giving. All DAF professionals need to be familiar with the history of DAFs, the diverse types of DAF sponsors, and the primary factors driving donors to choose DAFs and DAF sponsors. They also need to…