The following charts, articles and papers cover various aspects of non-cash donations and charitable gift annuity
risk management.
Webinars (audio files)
- "Creative Planning for Non-Cash & IRA Assets"
- "Charitable Gift Annuity Risk Management: Best & Worst Practices"
- "The Top 20 Things Community Foundations Do That Drive Me Nuts!"
- "Planned Giving with a Shoestring Staff and a Shoestring Budget"
Charts
Charitable Solutions In The News
- "Five Questions With Bryan Clontz (The president of Charitable Solutions LLC discusses how advisors
can counsel clients about alternative ways to contribute to charities,)" OnWallStreet.com, Jan. 1, 2012
- "Keep the Stock, Donate the Beans (As donors try to stay liquid, they look for strategies to give away other
types of assets)," The Wall Street Journal, Nov. 28, 2011
- "A Georgia Charity Accepts 'Weird’ Gifts Contributed to Donor-Advised Funds," Chronicle of Philanthropy,
Jul. 11, 2010
Authored Articles
- "Converting Real Estate Wealth to Gifts: Opportunities and Challenges," Journal of Gift Planning, 3rd
Quarter, 2008
- "Optimizing Charitable Gift Annuity Risk Management Part II: Reinsurance Revisited, " Journal of Gift
Planning, 2nd Quarter 2005
- "The Top 10 Charitable Gift Annuity Risks to Avoid: How Does Your Charity Stack Up?" Planned Giving
Today, Nov. 2004
- "An Analysis of Commercial Insurance as an Alternative Gift Annuity Financing Option," Journal of Gift
Planning, 1998
Newsletters
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