Planned Gift Tech

Bitcoin and Beyond: Making Virtual Currency Less Virtual

Bryan Clontz

THURSDAY, OCTOBER 18, 2:00 – 3:00 p.m.

Intermediate

Massive new wealth has been generated by virtual currency appreciation and an increasing number of donors are exploring charitable giving options. This session will provide a summary overview and landscape of virtual currency, common giving techniques and practical legal, tax, appraisal and receipt considerations.

Learning Objectives

  1. Learn the basics of virtual currency.
  2. Learn how charities can receive virtual currency.
  3. Anticipate the legal, tax and appraisal issues that arise with virtual currency.

 

CFRE: Approved for 1 point  

CFP: Approved for 1 point 

CAP: Approved for 1 hour CE Credit 

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Bryan Clontz

PRESIDENT, CHARITABLE SOLUTIONS, LLC

Bryan Clontz , Ph.D., CFP®, CLU®, ChFC®, CAP®, AEP®, RICP® is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as virtual currency and life insurance appraisals/audits. Bryan is the founder of the National Gift Annuity Foundation and the Dechomai Foundation, Inc. and Dechomai Asset Trust - two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He has written dozens of articles as well as a book released last year, Charitable Gifts of Noncash Assets.