09: Gifts of Intangible Property

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Less than 10% of America’s wealth is held in cash; however, most charities aren’t equipped to accept gifts of non-cash assets. They can feel overwhelming and intimidating.

This course explores how to accept gifts of intangible property (copyrights, patents, mineral interests, etc.) and cryptocurrency. It will help you to have confident conversations with donors and their professional advisors about gifts of intangible property and cryptocurrency and help you to spot more opportunities for gifts of these assets. It conveys both technical information and case studies to cement learning.

You will go away knowing the answers to these questions:

  • What are the different types of intangible property?
  • What is cryptocurrency?
  • How are intangible property and cryptocurrency taxed and how does that tax treatment influence when a donor might make a gift of those assets?
  • What are the various giving techniques for intangible property and cryptocurrency?
  • What infrastructure and best practices should a charity put in place to be able to accept gifts of intangible property and cryptocurrency?

This module qualifies for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.