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Navigating the Crypto Opportunities in Charitable Giving


Cryptocurrency, the newest frontier in fundraising and giving, is constantly evolving – so it’s not surprising that there’s some apprehension and confusion about how it all works. However, charitable giving with cryptocurrency isn’t as daunting as you may think – and can create new opportunities for philanthropically-minded clients. In fact, recent studies show that crypto owners tend to be more charitable than typical investors – and that many cryptocurrency investors aren’t sure if and how they can donate cryptocurrency to charity.

Join us on October 26 for a complimentary webinar to learn more about cryptocurrency’s impact on charitable giving. Hear from Alex Wilson, Co-Founder of The Giving Block, and review the basics of cryptocurrency to understand the benefits your clients can receive, including:

  • The impact of cryptocurrency on philanthropy
  • How clients can incorporate cryptocurrency into their charitable giving plans
  • Investment considerations and tax treatment of these assets
  • Planning implications when clients have cryptocurrency as part of their estates
  • Steps for professional advisors to include these assets within their portfolios

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

 

 

 

 

 

 

Regina Watson

Senior Vice President, Gift Planning

ALSAC/St. Jude Children’s Research Hospital

 

Alex Wilson

Co-Founder

The Giving Block

 

 

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