Crypto-Funded Charitable Remainder Trusts & Gift Annuities: Yes, You Can Do That!

Interest in cryptocurrency gifts is growing rapidly—and not just for outright gifts. Donors and advisors are now exploring ways to use crypto to fund Charitable Remainder Trusts (CRTs) and Charitable Gift Annuities (CGAs), creating opportunities to convert appreciated digital assets into income streams while supporting charity.

This webinar will begin with a brief overview of CRTs and CGAs—how they work, their tax benefits, and how complex assets are typically used to fund them. We’ll then shift to crypto-specific considerations, including valuation and appraisal requirements, liquidation logistics, and key questions to ask donors before moving forward. We’ll also walk through sample planning scenarios to illustrate what’s possible.

Attendees will learn:

1. The fundamentals of CRTs and CGAs and why they’re powerful planned giving tools,
2. How crypto gifts compare to other complex assets commonly used to fund life-income gifts,
3. The tax and legal framework for accepting crypto into CRTs and CGAs,
4. Valuation, appraisal, and liquidation considerations unique to digital assets,
5. Key questions to ask donors and advisors before structuring these gifts, and
6. Sample planning scenarios to demonstrate potential donor outcomes

Please join Bryan Clontz, Ph.D., CFP®, AEP®, CAP®, Ryan Raffin, JD, CAP®, and Paul Caspersen, CFP®, MS, AEP® on August 12th and 14th by registering below: