Opportune Philanthropy
Success Stories  

We observed several companies in the process of takeovers, and recognized the opportunities for hometown shareholders to avoid capital gains taxes and support area charities. We created a plan for community foundations and a regional philanthropy association to publicize the windows of opportunity to NFPs and potential donors, resulting in over $5,000,000 in immediate contributions.  

We created ideas and articles for charity newsletters that inspired donors to make significant lifetime gifts using highly appreciated assets and family wealth planning techniques.

A charity was concerned that a paperwork backlog would frustrate bidders at a fundraising auction. We developed procedures and forms that made it easy for guests to bid and volunteers to process cash outs and acknowledgments. The auction generated greater than expected proceeds and many happy successful bidders