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“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…

You can’t even go on a yoga retreat these days without hearing about AI!!! Join Bryan and Paul for the first of two webinars in 2024 as we provide updates from our April 2023 session, “Revolutionizing Gift Planning with Chat GPT and Other Technologies.” This July, we will explore significant advancements in Gift Planning Artificial Intelligence and introduce new tools such…

It is hot, it is summer, so it is time to take vacations at resorts.  But maybe donors don’t want to take a summer vacation anymore… alas, what can they do? Fill in the Blank Quiz:  ChatGPT defines __________ as capturing all kinetic energy when a particle passes beyond the event horizon, but quantum theory suggests…

Some of the most charitably-inclined people nationally are real estate investors.  They are often deeply involved in their local community and tend to be very place-based (think farmers/developers/apartment owners).  But they usually fund their charitable interests using cash – omg… the humanity!!!!!! This session covers: The various types of commercial real estate Some of the trends/tricks we are seeing in…

Spring (and crypto) has officially sprung!  We always try to be timely, so with Bitcoin recently crossing a record $70K/token (and a lot of other altcoins hitting records as well), we thought it would probably be good to discuss the current crypto charitable ecosystem. We have delivered multiple webinars in the past few years on…

I would rather hear ANY four letter word than D.E.B.T. when discussing a noncash transaction.  And a little known fact, Aretha Franklin’s original song line wasn’t “R.E.S.P.E.C.T… find out what it means to me”…. it was “D.E.B.T…. find out how unrelated business income tax and bargain sales will impact me.”  I think she should have…

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 noncash goodie prior to Valentine’s Day?”  Keep in mind this has been the #1 noncash asset book gift for anniversaries, book clubs, summer reading, graduations, weddings…

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 regulatory projects, three of which will deal with excise taxes on “taxable distributions” and on “prohibited benefits” and “excess benefits” to disqualified persons, and one…

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…