Philanthropy Beyond Cash: Unlocking the Power of Non-Cash Asset Giving

What if the greatest untapped opportunity in philanthropy isn’t cash at all?

Nearly 90–95% of most Americans’ wealth is held in non-cash assets, yet the vast majority of nonprofits still ask only for cash. The result? Missed opportunities, smaller gifts, and strategies that leave transformative impact on the table.

Consider this:

  • Non-cash gifts often average $250,000 per donation
  • One national firm facilitating real estate gifts reported $1.4 million per gift on average in 2025
  • Cryptocurrency donations surpassed $1 billion in 2024, with projections nearing $90 billion over the next decade

Whether you’re a nonprofit leader, donor, or professional advisor, understanding non-cash asset giving is no longer optional, it’s essential.

Join us for a powerful live virtual conference:

  • Wednesday, March 11
  • 10:00 a.m. – 4:00 p.m. ET
  • For a limited time, Register Here for a discounted rate of $149 (usually $249)
  • Space is limited to just 50 participants.

This one-of-a-kind event brings together leading experts from across the country to demystify non-cash giving, exploring why these gifts matter, how they work, and how to unlock their full potential for lasting impact.

You won’t find this depth of insight, or this lineup, anywhere else.

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Agenda

  • 10:00 -10:05 a.m. Welcome & Overview
  • 10:05 - 10:49 a.m. Real Estate
  • 10:49 - 11: 33 a.m. Retirement Plans
  • 11:33 - 12:17 p.m. Tangible Personal Property
  • 12:17 - 1:01 p.m. Publicly Traded Securities
  • 1:01 - 1:45 p.m. Privately Held Securities
  • 1:45- 2:29 p.m. Cryptocurrency
  • 2:29 - 3:13 p.m. Life Insurance
  • 3:13 - 3:57 p.m. Automobiles
  • 3:57 - 4:00 p.m. Closing Remarks

Real Estate Donations w/ Bruce Geiss

Seven-Figure Impact for Nonprofits

Did you know that equity in one’s own home is the #1 asset class of Americans, that real estate can be donated in six distinct ways, or that real estate gifts can average around $1.4M? Whether you are a donor, nonprofit leader, or professional advisor, this session is essential for understanding the untapped potential of real estate philanthropy.

Bruce Geiss brings more than 35 years of experience as a senior real estate executive, broker, investor, and consultant, with deep expertise in land development, financial modeling, and strategic planning. A co-founder of Realty Gift Fund and American Foundation Realty, Bruce has advised complex developments, nonprofit initiatives, and public-private projects nationwide, offering a rare blend of technical mastery and philanthropic insight.

retirement

Retirement Plans

Qualified Charitable Distributions - How Giving Money Away at Age 70.5 Can Be More Attractive Than Paying Taxes!

Did you know that the second largest asset class in America right now is retirement plans, to the tune of over $33 trillion?  People age 73 and older must make required minimum distributions from their accounts, but often, they are just as happy moving it straight from their IRAs to charity.  Don’t miss this!

Tangible Personal Property w/ Colleen Boyle

Under the Bed: Items to Donate That Are Worth More Than You Think!

Many people have stuff, but how much is it worth?  Has it ever been appraised?  Is there a market for it?  And, do your kids want it?  Maybe not!  Charitable donations of tangible property might be the (often overlooked) solution.

Colleen Boyle, Managing Director and Head of Business Development & Philanthropic Strategy at The Fine Art Group, brings more than 20 years of experience at the intersection of fine art, valuation, and philanthropy. A Chartered Advisor in Philanthropy (CAP®) and USPAP-compliant appraiser, Colleen advises donors, nonprofits, and advisors on charitable strategies involving art and collectibles, combining deep technical expertise with practical guidance on maximizing both impact and compliance.

Publicly Traded Securities

Buy, Hold, and Donate: How ‘Forgotten’ Publicly Traded Securities Can Avoid Capital Gains Taxes

Have you met people who have held stocks for decades with no plans to sell?  And, did you know that donating stock in-kind (without selling it first) can help you avoid any capital gains taxes?  Come check out this session to learn how some advisors “re-balance portfolios” by shaving off these stocks for donation purposes!

Privately Held Securities w/ Brad Caswell

Just You Wait: How Privately Held Securities Can Make Charitable Impact

Although privately held securities are harder to sell, and may come with more risk, they are still an asset worth considering as a donation.  It is wise to consider what to do with such assets long before the sale of the company.  Come to this session to learn more!

Brad Caswell, Vice President of New Business and strategic consultant to Charitable Solutions, brings decades of leadership experience helping nonprofits improve gift acceptance, donor engagement, and internal readiness for complex and illiquid asset donations. Formerly the COO of Vanguard Charitable Endowment Program, Brad offers rare insight from both the donor-advised fund and nonprofit perspectives, combining operational expertise with practical strategies that enhance development programs and capital campaigns.

Cryptocurrency w/ Katie Irving

$90 Trillion in Donations in the Next Ten Years: Why Crypto Donations are the Wave of the Future 

Many people are afraid of the volatility of crypto, but with $3.22 trillion in crypto as of December 2025, it is hard to ignore, with over 19,000 different cryptocurrencies out there (CoinGecko).  Ignore this asset class at your peril, because crypto owners will eventually want to dispose of it, maybe even via donation.  How is that done?  Come and find out!

Katie Irving, Senior Account Executive at The Giving Block (a Shift4 company), works with nonprofits to seamlessly accept cryptocurrency, stock, and DAF donations. Representing the market leader in crypto philanthropy, Katie brings a collaborative, results-driven approach grounded in real-world implementation, helping organizations modernize their fundraising strategies and unlock new sources of charitable support.

Life Insurance

That Old Cash Value Policy Is Worth Something: Donating Life Insurance

So, you have a 30-year-old paid up whole life policy, and your named beneficiaries don’t really need the money anymore.  What should you do with it?  Choices await you—via donating it in different ways to your favorite cause!

Automobiles w/ Tom Kupfer

Donating Your Car: Why and How to Do It

Statista states that, in 2023, there were nearly 97 million registered cars in the United States.  Yet, I bet you don’t know the process of donating a vehicle, do you?  Well, come to this session and learn how easy it can be, and how many people are already doing it!

Tom Kupfer, Marketing Manager at Ascentria Care Alliance, brings deep experience in strategic communications and program leadership within mission-driven organizations. Since 2017, Tom has led marketing initiatives for Good News Garage, leveraging his background in public relations, communications, and nonprofit marketing to help organizations translate complex programs into compelling, accessible narratives that inspire donor action.