Cryptocurrency Processing Options/Best Practices: From Major Gifts to CRTs/CGAs

You may have heard about cryptocurrency once or twice or ten thousand times recently!  Your donors/clients have too.  We had a free webinar on Cryptocurrency Donations Explode last year (when Bitcoin was $19K, today it is $63K!) which covered a broad-based look at the market and charitable planning opportunities.

This session will cover more of the "what if the dog catches the car" practical scenarios on how to process these gifts.  We will focus on minor gifts to major gifts, and CRTs and CGAs.

This will include various options for facilitating the gifts internally, internally with platforms and externally through third parties.  We will also review gift acceptance policies and general crypto-specific best practices around know-your-donor protocols as well as appraisal requirements.

Please watch the recording of our webinar featuring Bryan Clontz, Ph.D., CFP®, CAP®, AEP®.