Socially Responsible Investing and Crypto: Two Critical Issues for Nonprofits

Socially Responsible Investing and Crypto: Two Critical issues for Nonprofits

Wednesday, April 20 | 1:30 PM – 3:00 PM | Webinar

Presented by: Mimi Blackwell, Director of Philanthropic Services, Friends Fiduciary Corporation | Aaron Haleva, Partner, Montgomery McCracken

Moderated by: Don Kramer, Esq, Montgomery McCracken | Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Today’s donors are increasingly interested in assuring that their charitable giving will support their chosen organization’s mission and have greater social impact. Many are considering gifts of crypto currencies to share their huge appreciation in value. How should charities respond? This webinar will explore key issues with both topics. It will discuss the basics and offer ways that charities can – and should – respond to their donors and increase their donors’ involvement.

Mimi Blackwell, Director of Philanthropic Services at Friends Fiduciary Corporation in Philadelphia, will give participants tools to convey to donors the ways in which their gifts can have long-lasting impact with relatively small investment, particularly making meaningful change through socially responsible investing and shareholder advocacy. It will also explore how a charity can evaluate a planned giving services partner and what stewardship looks like with a management relationship.

Aaron Haleva, a partner at Montgomery McCracken and a member of its crypto practice group, will explain the basics of the blockchain program that allows cryptocurrencies to exist. How do people use it to “mint” (create) digital assets such as Bitcoin and NFTs, who creates them and why they are becoming more in vogue? Are they secure? Where do they exist? And most importantly, how are they transferred? What does a charity need to do to be able to receive cryptocurrencies? How does a charity convert a crypto gift to dollars? And what should a charity do if it wishes to be more attractive for crypto gifts?

Come with questions of your own – partcitpants in the live presentation will have the opportunity to ask and get answers in real time. 

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!