Join Robbie Heeger, President and CEO of Endaoment, and Cameron Browne, CPA and Partner at Darien Advisors, for a deep dive into the future of tax-savvy giving strategies for your clients. Learn about the most effective charitable giving vehicle, the donor-advised fund, and how your clients can maximize gifts of complex assets such as cryptocurrency. Robbie and Cameron will walk you through client stories and share tools and resources so that you can discuss the giving of complex assets with your clients.
In this webinar, you'll learn:
✅ Identify key principles of charitable giving
✅ Evaluate different charitable giving vehicles
✅ Compare the tax benefits of different charitable giving strategies
✅ Analyze the impact of various charitable giving strategies on a client's tax situation
✅ Explain the legal implications of using donor-advised funds
🔔 Earn NASBA-approved CPE and IRS-approved CE at
https://www.earmark.app/course/2e456d1e-1ad5-448b-bdad-855c430c3c17
About the instructors:
Robbie Heeger: Robbie is the President and CEO of Endaoment, the first 501(c)3 nonprofit community foundation to be entirely powered by blockchain. Endaoment enables donors to make tax-exempt contributions with cryptocurrencies to any registered nonprofit organization. Heeger is a self-taught software engineer who started Endaoment after working for seven years in Apple's media products division.
https://www.linkedin.com/in/rheeger/
Cameron Browne: Cameron is a CPA and partner at Darien Advisors, a web3 and cryptocurrency focused tax & advisory practice. He bought his first Bitcoin in 2015, has been working with cryptocurrency clients since 2017, and launched Darien Advisors in 2021. He's a proponent of using business and crypto as a force for good.
https://www.linkedin.com/in/cameron-browne-cpa-ca-aa1b291a/
Learn more about Endaoment:
http://www.endaoment.org
partnerships@endaoment.org
https://www.linkedin.com/company/68906840/
https://twitter.com/endaomentdotorg