The Future of Philanthropy: Tax Savvy Strategies for Donor-Advised Funds, Crypto and Complex Assets
Includes a Live Web Event on 07/17/2024 at 12:00 PM (MDT)
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- Non-member - Free!
- Member - Free!
Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients. Learn about the most effective charitable giving vehicle, the donor-advised fund, and how your clients can maximize gifts of complex assets such as cryptocurrency. Robbie and Adam will walk you through client stories of next-generation donors and will share tools and resources that can support your clients giving needs.
- FPA participants will better understand the tax benefits and mechanisms of giving through a donor-advised fund.
- Participants will develop the language and tools to incorporate charitable giving strategies into their practice.
- Attendees will be better suited to converse with clients around cryptocurrency and digital assets.
Robbie Heeger
President and CEO
Endaoment
Robbie Heeger is the President and CEO of Endaoment, the first 501(c)3 nonprofit community foundation to be entirely powered by blockchain. Endaoment enables donors to make tax-exempt contributions with cryptocurrencies, stock, and fiat to any nonprofit organization. Heeger is a self-taught software engineer who started Endaoment after working in Apple's media products division.
Adam Blumberg
Co-Founder and President
Interaxis
Adam was in Financial Services for 12+ years, starting with an insurance Broker/dealer, and then his own RIA, started with his partner, Ron Dixon. He is the co-founder of Interaxis, a company dedicated to educating financial professionals about Digital Assets, Cryptocurrency, Blockchain, and other alternative assets.
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