Nick Mikhalevsky, CCI’s Post

The conversation that changed everything: Client: "Can we donate crypto to our DAF?"  Traditional Provider: "Only Bitcoin or Ethereum."  Client: "What about private company shares?"  Traditional Provider: "That's complicated and will take some time"  Client: "Can my advisor manage my charitable assets?"  Traditional Provider: "Sorry, our portfolios are preset" Enter Endaoment Donor-Advised funds:  ✓ Accept any asset  ✓ Custom portfolio management  ✓ Advisor-controlled strategies  ✓ Modern user experience Simple. Efficient. Future-ready. Because charitable giving shouldn't be stuck in the past. #WealthManagement #FinancialAdvisors #PhilanthropicPlanning

TAX FACTS: The exact same tax benefit that's driven $250B into donor-advised funds (DAFs) applies to crypto donations too! ✅ (expand) #Nonprofits already benefit from these incentives with traditional assets—why treat crypto any differently? ⁉ Btw, you can park #crypto in a #DAF too. 📈 #Fundraisers, start with your #existing donors. Just ask, the results will surprise you. 👀 #tax #donoradvisedfunds #cryptophilanthropy

⚠️ IRS Audit Risk Areas: 1. High-value charitable donations—require proper appraisals (Form 8283). 2. Cryptocurrency gains/losses—new IRS scrutiny guidelines apply. 3. Excessive home office deductions—ensure accurate expense tracking. Good documentation is the best defense. Let’s make sure your 2025 return is airtight. #IRSAudit #TaxDocumentation #CryptoAudit #TaxAccuracy #TaxSeason2025

Did you know? Every $1 donated to Building Markets can help generate $8 in revenue for small businesses, creating jobs and supporting economic resilience in underserved communities, and we now partner with The Giving Block to help people make impact easily and tax efficiently with crypto. Crypto donations support Building Markets work to empower entrepreneurs and build self-reliant communities worldwide—let’s leverage the power of crypto to create change that lasts.👇 #CryptoForGood https://lnkd.in/eM_3KVNm

Did you know noncash assets may be given for charitable purposes? This can be any combination of wealth you may hold outside of cash on hand and money in your bank account, including: • Publicly traded stock and mutual funds • Privately held stock • Cryptocurrency • Farm and business equipment • Real estate • Life insurance Gifts of noncash assets may be utilized to amplify your charitable giving impact and are a great way to positively impact your favorite causes. Together, let’s explore options beyond giving the cash in your bank account. See https://lnkd.in/gfZwE_TR and thrivent.com/social for important disclosures.

This Giving Tuesday, you can make a meaningful impact on Knox students and faculty with a tax-smart gift. Your generosity creates life-changing opportunities, builds future leaders, and may even offer tax benefits for you. Explore these opportunities, and more! https://bit.ly/4ikWTPo ✔ Gifts of appreciated stock or cryptocurrency ✔ Qualified Charitable Distributions from your IRA ✔ Donor-advised fund grants

Join us on Dec. 12th for the Speed Learning Session: "How to Get Started: Accepting Non-Cash Asset Donations with Confidence." Register: https://lnkd.in/egGqvEcT In just 30 minutes, you’ll gain actionable insights on: 🎯 How to get started accepting Non-Cash Asset Donations like Crypto, Stocks, and DAFs 💡 Best practices and key considerations to maximize success 📢 Plus, have your burning questions answered during the live Q&A! Submit your question when you register. 👉 Don’t miss this opportunity to expand your fundraising toolkit and connect with experts from The Giving Block and Giveffect. Register now! Yulia Zhernovaya, Bailey Huston, Tara Peitzer #Fundraising #NonCashAssets #CryptoDonations #DAFs #SpeedLearning

𝗖𝗿𝘆𝗽𝘁𝗼 𝗳𝗼𝗿 𝗖𝗵𝗮𝗿𝗶𝘁𝘆? 𝗡𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁𝘀, 𝗹𝗶𝘀𝘁𝗲𝗻 𝘂𝗽! Crypto donations are on the rise. This post gives you a quick guide to accepting them: ✅ Easy Option: Use a third-party processor - they handle everything for you. ✅ More Control: Set up your own wallet, but update your gift acceptance policy first! Key points to cover: ✅ How you accept & liquidate crypto ✅ Donor approval process (if any) ✅ Tax implications Read this for an in-depth discussion on how to update your nonprofit's gift acceptance policy and make accepting crypto donations easy. https://bit.ly/3zqoxZm ❓ Is your nonprofit spending more time managing your finances than pursuing your mission? ➡️ Why don't you contact us to learn how we can help manage your accounting, financial, and consulting needs? ✅ Our mission is to help YOU advance YOURS. finoneinc.com

As we approach the end of the year, we want to thank you for your generosity and commitment to Greater Good Charities. Year-end is one of the most impactful times for charitable giving, and we’d like to share some ways you can make a meaningful difference while also enjoying potential tax benefits! Giving assets like Donor-Advised Funds (DAF), stocks, Qualified Charitable Distributions (QCD), or cryptocurrency by December 31st can provide valuable tax advantages and maximize the impact of your gift. Non-cash contributions help fund our mission in powerful ways and provide long-lasting support to people, pets, and the planet. Learn more about how to give smarter and #AmplifyTheGood with non-cash assets by visiting our Other Ways to Give page: https://hubs.ly/Q02Yz09N0

As I listened to my conversation with Pat Duffy again, I was struck by how his advice was not just a masterclass on the nuances of crypto and bitcoin, but a practical reminder to better market the charitable possibilities for these kinds of non-traditional gifts at your nonprofit organization. The potential is clear; what are you going to do about it??? This episode will give you a plan (link in the comments). Thanks again to our friends at Armstrong McGuire & Associates for making these conversations possible each week. Check out the show notes for today's episode #293 for links and resources from the AM team as well as from The Giving Block for more information about their custom solutions if you're ready to integrate crypto giving into your fundraising plan. #nonproftleadership #crypto #philanthropy #fundraising