Five Things to Know Before You Accept A Gift of Real Estate

image of hobbit home under a hill with circular blue door

Real estate can be a very complex asset to accept. That’s because no two properties are alike. They all have their own intricacies, such as location, condition, use, value, etc. These intricacies all bring their own kind of potential risk to a nonprofit. Luckily, the process for evaluating real estate is the same – no…

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Guide to Charitable Gifts of Life Insurance

Woman's hand signing application for life insurance

  Gifts of Life Insurance can strike fear in the heart of even the most stalwart Gift Planner. It’s a complex asset and can seem intimidating, but with a few key pieces of knowledge you can master it.  The Basics Life Insurance comes in two basic types – “term” and “permanent”. Term is kind of…

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Guide to Accepting Gifts of Retirement Assets

Young Professional with Retired Couple

SUBSCRIBE TO GIFT TIPS Accepting charitable gifts of retirement assets is relatively easy, because the gift arrives in the form of a check. The hard part is navigating the complexities that come with retirement accounts themselves.  In this article, we will look at: Tax basics of retirement assets; Three most common ways that people give…

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Guide to Accepting Gifts of Stock + Mutual Funds

Dice with letters spelling out "profit", "loss", and "risk".

  Each month during 2021 I will be sharing a step-by-step guide to accepting a different non-cash asset. This month we’ll explore publicly-traded stock and mutual funds.  When charities decide to start accepting non-cash gifts they usually start with stock and mutual funds, because it’s the easiest to accept and liquidate. So, that’s where we…

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Twelve Months of Practical Gift Planning


Hello and Happy 2021! It’s been quite a while since I’ve written to you. So many times I sat down to write, but ultimately decided not to crowd the already crowded airwaves with another message. If you’re like me, you received more blog posts in 2020 than you could read.  This year, I’m really excited…

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THE BIG 3: Top Year-End Giving Strategies

Advent calendar made of tiny stockings

With year-end getting closer and closer, we don’t have a great deal of time to plan complicated gift strategies, but there are three simple ways that we can give big and give strategically before the end of 2019. #1: Appreciated Securities Appreciated securities can be one of the quickest and most tax-efficient charitable gift to…

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Entrepreneurs – The Powerhouse of Philanthropy

Three architects looking over a blueprint at a construction site

Did you know that entrepreneurs are the most generous segment of American society? According to a study by Fidelity Charitable, entrepreneurs are leading the way in virtually every area of generosity. From giving, to innovating, to volunteering – they’re doing more. If you’ve ever worked with a business owner, you know what I’m talking about.…

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What The Heck Is Program Related Investing (PRI) and Why Should I Care?

sign reading "next big thing"

Program Related Investing (PRI) is the Next Big Thing in Philanthropy. The potential is completely untapped. Let’s break it down. About 10 years ago I heard about PRI for the first time. The Community Foundation for which I worked  dipped it’s toe into the PRI world when it began making below-market loans to charities for capital…

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Elevate Your Planned Giving Program Without Breaking the Bank

Four pink piggy banks in a row.

Most of the small to mid-size nonprofits I coach ask me the exact same question: “How can we start or up-level our gift planning program without a huge investment?”  My advice is always the same. You can raise big planned gifts with little or no additional investment. You should focus on three key planned gift…

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Cryptocurrency? You MUST Be Joking!


The word cryptocurrency strikes fear and confusion in the hearts of most people these days. We ask things like: Is it real? If so, WHAT is it? Is it risky? Why is this even a thing? I felt the same way for a long time – until I had to teach my students how to…

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