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Maximizing Philanthropy: Navigating the New Crypto Landscape for Donors and Charities

Session Information:

This joint presentation between Raffa and CBIZ builds on key discussions from The GivingBlock’s recent webinar, which explained nonprofit tax rules for crypto and the benefits of nonprofits embracing crypto donations.

Our presenters delved into the newly established standards, unpacked the latest tax considerations for donors, and addressed the critical tax challenges facing charities today. They also discussed the case for continuing to hold crypto in your investment portfolio. This webcast is tailored to equip both individuals and nonprofit organizations with the essential knowledge to optimize their philanthropic and fundraising efforts under the current tax and FASB framework.

 

 

Presenters
Mark-2-1

720.514.1085
mark@raffaadvisers.com

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. Mark supports all areas of the firm’s analytical and due diligence processes and leads and develops the firms overall investment strategy.  Mark has been with Raffa Investment Advisers since 2010.

Mark has lectured on issues impacting nonprofit & association investing for the following organizations: the Greater Washington Society of CPAs, the American Society of Association Executives (ASAE), BoardSource, Association TRENDS, and the Finance and Administration Roundtable (FAR).

Mark graduated from the University of Richmond, cum laude with a Bachelor of Science degree in Business Administration with concentrations in Accounting and Finance. A Chartered Financial Analyst charterholder, Mark earned the right to use the CFA designation after meeting the CFA Institute’s educational and professional requirements. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Society of Washington D.C. and the Greater Washington Society of CPAs Nonprofit Section.  He is an investment adviser representative of Raffa.

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Gery.Ivanova@cbiz.com

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Aaron.Fox@cbiz.com

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