Discussion: Unlocking ResearchPoint™: Designing Major Asset Gifts with Balance Sheet Philanthropy

Ray Borkman

Hello all!

Here are the details for one of our upcoming webinars:

I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a post-webinar Q/A.

Unlocking ResearchPoint™: Designing Major Asset Gifts with Balance Sheet Philanthropy

Oct 29, 1:00 PM - 2:00 PM (Register here)

Discover how your organization can unlock transformational gifts through proactive asset-based giving strategies.

In this webinar, IPS Philanthropy Architects will share a breakthrough model designed to engage the .74% of donors who contribute 76% of all charitable gifts. As 10,000 Baby Boomers retire daily, many face significant capital gains taxes from liquidating long-held assets—rental properties, businesses, and more. Learn how to identify these donors before liquidity events and educate them on charitable planning options that reduce tax exposure and increase impact.

With tools developed in partnership with leading CRM platforms like Blackbaud—including integration with ResearchPoint for wealth screening and donor insights—and a neutral approach to fiduciary selection, this session equips faith-based nonprofits with the insights and resources to cultivate milestone current gifts—not just revocable estate gifts decades away.