Webinar
From Markets to Mission — Rethinking How We Fund Impact
May 12, 2026
Zoom Webinar
12-1 p.m. ET | 9-10 a.m. PT
Event details
97% of donor wealth isn’t cash. Is your nonprofit ready to receive it?
Join a dynamic conversation between Farther, the nation’s fastest growing investment advisory firm, and Every.org, the nonprofit platform that makes accepting stock, crypto, DAFs, and QCDs as simple as accepting a credit card.
In this practical session, Farther and Every.org will explore how nonprofit leaders and advisors can unlock larger, more tax-efficient gifts by simplifying the way organizations accept stock, cryptocurrency, Donor-Advised Fund (DAF) grants, and Qualified Charitable Distributions (QCDs—often turning overlooked donor capacity into meaningful funding.
We’ll cover
Attendees will leave with clear talking points, implementation steps, and a framework for helping clients and nonprofit partners give more strategically — without adding administrative burden.
Fundraising strategies for discussing and driving more non-cash gifts
Why appreciated assets are driving larger gifts in today’s market
The tax advantages behind stock, crypto, DAFs, and QCDs
The common hurdles that prevent nonprofits from accepting non-cash gifts
How Every.org removes friction and reduces risk
Conversational messaging advisors and nonprofits can use to confidently invite asset-based giving
Presenters
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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Limited seats available. Reserve your spot today.
Registration
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
