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You asked for an upgraded sugar-free and gluten-free noncash asset resource and we have answered the call.  I know what you are thinking: “Why couldn’t they have released this 491-paged…

After 17 years of near silence,?IRS has finally begun to issue proposed regulations interpreting and implementing legislation enacted in 2006?to “improve accountability” of donor advised funds. They have announced four…

If you don’t operate a donor advised fund, the answer is a millisecond, “Of course not!”  If you do operate a donor advised fund, these issues come up more and…

Are you looking to reinvigorate your Charitable Gift Annuity (CGA) marketing strategies as the year comes to an end?  Whether your organization has its own CGA pool, is considering winding…

You may be familiar with the concept of donating real estate to maximize charitable giving potential, but have you considered what may be a more suitable option for disposition of your…

Five years ago, our team conducted a 990 review on 2016-2017 noncash activity for the largest 100 charities nationally.??We were beyond shocked at how few charities were actually receiving ANY…

The gift plan design, due diligence, ownership transfer is complete and the written acknowledgment is delivered to finalize the gift over the goal line… congratulations!!!? Now you may want to…

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…

THEY’RE BACK?? or did they really ever leave?  We are getting a spike in questions about charitable remainder trusts so this month’s webinar will briefly cover the CRT basics, when to use a…

Since nearly the beginning of time, Development staff have joyfully quipped, “Create a gift annuity with us and you are guaranteed to live forever!”, followed by a “Isn’t that great? it…