One Shoe Dropping: IRS is Finally Stepping into the Donor Advised Fund Space
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…
Read MoreExtreme Noncash Concentration in 2021 (New Research Report Released 7/23): The More Things Change, The More They Stay The Same!
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…
Read MoreTop Ten Noncash Post-Gift Considerations and Conundrums
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…
Read MoreCharitable Gifts of LLCs: The Good, the Bad and the Ugly
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 MoreRevolutionizing Gift Planning with Chat GPT and Other Tech: Unlocking the Power of Practical Applications
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…
Read MoreLong Live The Donor (Well, Not Too Long!): Mortality Table Mysteries in Gift Planning
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…
Read MoreMotivations and Philosophy Trends of Mega Donors: Seven Faces of Philanthropy, Giving Pledge, Epic Hero Story and Effective Altruism
“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…
Read MoreSanta Delivers Secure Act 2.0: QCDs to CRTs and CGAs
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…
Read MoreStop Declining Great Gifts! How/Why/When do Charities Work with Charitable Solutions?
Charitable Solutions will have our 20th birthday on January 3rd . Yet, we still hear from charities with questions such as, “We have been declining (fill in asset here) for years! …
Read MoreCharitable Remainder Trusts: Top Five Out of the Ordinary Conundrums and Solutions
Charitable Solutions will have our 20th birthday on January 3rd . Yet, we still hear from charities with questions such as, “We have been declining (fill in asset here) for years! …
Read MoreHow 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 than…
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 and…
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 than…
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