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

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.