New QCD Rules: The Fine Print…

January 3, 2023

True to form, Congress passed another comprehensive year-end piece of legislation in late 2022 that made significant changes to rules for retirement assets, including some new provisions for Qualified Charitable Distributions. The legislation has been dubbed “SECURE Act 2.0”, because it addresses some of the same areas of law that…

Gift Planning for the Ages

October 27, 2022

Charitable gift planning has historically been reserved for older people, but it shouldn’t be. People of all ages create charitable gift plans every day. You can talk to literally anyone about a gift plan at any time. In my experience, gift plans are created during significant “life events”. These events…

Several holstein cows standing in a pasture

Cows and Pigs and Chickens, Oh MY!: Gifts of Farm Assets

July 14, 2022

If you live or work in an agricultural area, it may come as no surprise that farmers donate things like harvested crops, livestock, and farm machinery to charity. It makes sense if you think about it. It’s what farmers have and they’re valuable assets that charities can sell. Each of…

Woman holding out her palm to the sunrise.

The Five Foolproof Steps to Every Non-Cash Gift

May 23, 2022

Over the past 20 years, I’ve worked on hundreds of non-cash gifts and the successful ones all had something in common. They all followed the same 5-step blueprint. Every single one of them. No matter the asset type or value, they all proceeded the same way. I didn’t see it…

image of hobbit home under a hill with circular blue door

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

February 7, 2022

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…

Woman's hand signing application for life insurance

Guide to Charitable Gifts of Life Insurance

April 26, 2021

  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…

Young Professional with Retired Couple

Guide to Accepting Gifts of Retirement Assets

March 30, 2021

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…

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Guide to Accepting Gifts of Stock + Mutual Funds

February 26, 2021

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 will start.  First, let’s make sure we all understand the difference between public and private stock. When you buy stock you’re buying…


Twelve Months of Practical Gift Planning

January 18, 2021

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. …