Your donors are holding more than cash. Much of their wealth sits in stock, crypto, retirement accounts, and donor-advised funds (DAFs), and more of them want to give from those assets. That's great news for your mission.
But when a donor calls to say "I'd like to give stock," or "I'd like to donate from my retirement account" does your team know exactly what happens next?
Let's have a conversation about asset and investment account gifts
Infinite Giving and our partner LifeLegacy are teaming up for a live webinar, Your Checklist to Receive Asset Gifts on Tuesday, Oct. 27 at 2 p.m. EST. Kasey Hardin, Head of Growth at Infinite Giving, and Jordan Cassidy, Co-Founder of LifeLegacy will trade questions and stories in a candid back-and-forth about the infrastructure every nonprofit needs to say yes to non-cash gifts with confidence.
The tech behind the gift
We'll start our live Q&A by demystifying the technology setup for a nonprofit to receive assets and investments. You'll learn what it takes to open a brokerage account for stock gifts, accept crypto through a secure wallet, and track DAF grants so every gift lands where it should and every donor gets thanked. No jargon, just a clear picture of what to put in place and why.
Stewarding gifts that last
The future of fundraising won't be built on cash alone. Over the next two decades, an estimated $124 trillion will change hands as part of the Great Wealth Transfer in history, with nearly $18 trillion of that wealth earmarked for charitable causes.
So we'll dive into the best practices for planned and legacy giving. Jordan will share where LifeLegacy's Giving Suite fits in, how it works alongside Infinite Giving, and how to steward legacy donors so the relationship keeps growing long after the first gift.
How to talk about QCDs
One topic comes up again and again: qualified charitable distributions (QCDs). Donors who are 70½ or older can give directly from a traditional IRA, and the gift stays out of their taxable income. Once they reach required minimum distribution age, a QCD can count toward that requirement too.
It's a powerful option, but the conversation can feel tricky. We'll share simple language for raising it with older donors, what to watch for when these gifts arrive, and why a donor's own advisor should always be part of the decision.
Real stories, lighter lifts
You'll also hear real wins from nonprofits that received major asset gifts, and how the right technology can take the heavy lifting off small teams. Good tools matter, but so does having a trusted steward behind the scenes. We'll talk about both.
Save your seat
You'll walk away with:
- A practical checklist for receiving stock, crypto, and DAF gifts
- Talking points for "legacy gifts" with donors 70½ and older about QCDs
- Best practices for stewardship and planned giving
- Ideas for using tech and trusted advisors to lighten your team's load
Whether you're preparing for your first stock gift or ready to grow a planned giving program, this session is for you. Register today and bring your questions.
