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 26th 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. |