Recorded partner training

Smart Giving Basics (101)

Tax-smart gifts of assets represent some of the fastest growing areas of philanthropy. Yet many nonprofit professionals lack training on these gift types, leaving them less-than-confident when it comes to marketing, cultivating, and soliciting smart gifts.

We've got your back! In this session, we cover the basic mechanics and tax benefits of four smart gift types you're likely to encounter during your nonprofit career:

1. [starting at 1:36] Gifts of stock
2. [starting at 21:05] Qualified charitable distributions (QCDs)
3. [starting at 44:45] Donor-Advised Fund grants (DAFs)
4. [starting at 1:09:56] Gifts of cryptocurrency & non-fungible tokens (NFTs)

We trust this introduction to smart giving basics will boost your comfort and confidence around fundraising smart gifts to support your mission!

Resources:

• Post-training survey
• Download the presentation deck
• Numerous other resources are linked in the slide deck - check it out!