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How to talk to people about wealth in ways that inspire major gifts of assets: The science and the sentences
Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather…
Read MoreShifting Gears: Rising Inflation and Interest Rates Impact on Charitable Giving
Interest rates are rising, fast. And it’s not just the federal funds target rate. Yields on mid-term Treasuries, which touched historic lows in the early months of the pandemic, have…
Read MoreTop 5 Pros/Cons to Outsourcing Noncash Assets and Gift Annuities (and any other Donation)
This month’s webinar (see registration link below) will cover the benefits and costs to noncash and CGA outsourcing.? Having been an outsourced provider for 20 years, you are probably thinking,…
Read MoreSupporting 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…
Read MoreTop 10 Questions, Myths, and Mysteries About IRS Form 8283 and 8282
With the annual April tax deadline coming up, we figured the time might be ripe for a tax-focused webinar. Many charities just finished dealing with stacks of last-minute donor tax…
Read MoreCharitable Gifts of Hedge Funds, PE/Real Estate Funds and Carried/Profit Interests
Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment. Right now, the hot topics are private equity funds…
Read MoreCharitable Giving with NFTs: Tax, Legal and Processing Considerations
You knew this was coming! NFTs or non-fungible tokens are the newest “asset” to pop up in the world of charitable gifting. Last month, the top 100 NFT sales amounted to…
Read MoreTop 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…
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