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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 more, and determining when to say, “Unfortunately, we aren’t going to accept an asset like that, or from that group or grant to that organization,”…

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 down its CGA program, or outsources its CGA operations entirely, this webinar is designed to provide you with creative and impactful ideas. Join us as…

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 donor’s or client’s real estate asset-gifting through a Delaware Statutory Trust (DST)?  Whether it’s an investment property, vacation home, or even commercial real estate, making…

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 noncash gifts, and that those who did, grew like crazy. This was a follow up to Dr. Russell James’ seminal research (“Cash is Not King”…

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 “set it and forget it” to move on to the next project… or take a well-deserved vacation.? Just when you thought it was safe 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 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)…

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 flip CRUT, and then cover a few CRT conundrums and solutions. Our two newest team members, Paul Caspersen, CFP®, MS, AEP® (formerly AVP for Gift Planning at…

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 is like discovering the Fountain of Youth!”  To which the Finance/Investment Officer, who always seems to overhear these conversations anxiously says, “Wait? what?” This lively session about death will…

“The Internet? We are not interested in it.” – Bill Gates, 1993. Precisely 30 years later Microsoft announces a new multibillion-dollar investment in ChatGPT-maker Open AI. Join us this month to explore the innovative ways in which artificial intelligence and other advanced technologies can be leveraged to enhance gift planning. Some of the key topics covered…

Our inaugural 2023 webinar will cover one of the newest opportunities in planned giving:  qualified charitable distributions (QCDs) for life income gifts (CRTs and CGAs).  We will cover the new rules, open questions, practical considerations, and case study opportunities. THIS IS BIG!!!!! This webinar will prepare you to: Advocate to internal management why the time…