From Markets to Mission — Rethinking How We Fund Impact
Event details
97% of Donor Wealth Isn't Cash. Is Your Nonprofit Ready to Receive It?
Nonprofits that accept Non-Cash Gifts Grow 6X Faster. The wealth is there. Donors are willing, are you making it as easy for them as buying batteries on Amazon?
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.
Every day, nonprofits feed families, protect civil rights, advance medical research, respond to disasters, safeguard democracy, and build stronger communities. They do this work with urgency, creativity, and deep commitment and almost always with fewer resources than the scale of the need demands.
At the same time, donor wealth has shifted dramatically. Markets are up. Portfolios have grown. Billions of dollars sit in appreciated stock, cryptocurrency, Donor-Advised Funds, and retirement accounts. Yet most nonprofits still make it easy to give only one way: cash.
Every.org is a 501(c)(3) nonprofit platform designed to remove the operational, legal, and technical burdens of non-cash giving. Instead of managing brokerage accounts, crypto wallets, IRS paperwork, and compliance internally, nonprofits can rely on Every.org to handle the complexity — while they focus on mission and donor relationships.
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).
We’ll cover:
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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.
