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Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO – PG Partner as he shares insights from personally calling more than125 donors each week to thank, survey, and qualify them. Attendees will learn: How to implement actionable tips to generate more meaningful donor conversations that lead to…

We have recently received A LOT of inquiries about coins, collectibles and cars.  My joke is that I would rather deal with an Irish private company with imported aardvarks than a bag of gold coins.  What seems simple is anything but, however there are donation opportunities when all the planets align. Attendees will learn: The…

Our April webinar is based on the simple fact that most community foundation staff (and Board) are genetically unable to say “NO.”  This is exacerbated by the fact that community foundations are entirely blessed in that they can do almost anything charitably, and they are entirely cursed in that they can do almost anything charitably.…

Last year saw record activity for Charitable Solutions, LLC and 2025 looks to be continuing that trend! Join Ryan Raffin and Laura Malone as they examine what made 2024 successful and how those gifts suggest opportunities for 2025 and beyond. This webinar will discuss: Notable 2024 donations 2024 trends 2025 activity Expectations for 2025 Opportunities…

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.…

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…

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). …

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…

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…

“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…