In-Person
Unlock Major Gifts: The Non-Cash and Planned Giving Playbook
March 12, 2026
University of Texas, Thompson Conference Center Room 2.122, 2405 Robert Dedman Dr, Austin, TX 78712
1:00PM to 3:30PM
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In-Person
Fuel Your Mission: Innovative Revenue Strategies to start your Impact Engine
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Event Details
The biggest gifts your donors want to make should not be written on a check.
Discover how Austin nonprofits are tapping into stock donations, real estate, Qualified Charitable Distributions (QCDs), and planned giving to transform one-time supporters into legacy partners. You'll hear real stories from local nonprofit leaders, the Central Texas Community Foundation, and financial advisors about donor conversations that actually work—and how to make giving easier, more tax-efficient, and more aligned with your supporters' values.
Whether you have one major donor or one hundred, this session will change how you think about fundraising.
Maximize our Mission
The Farther Advantage
Leverage modern financial technology to streamline institutional workflows. We’ll show you how to simplify the intake of complex asset gifts, increasing efficiency for your staff and your donors.
Refreshments & Swag
Join us for a premium experience in Austin. We’ll provide curated refreshments and hors d'oeuvres during the sessions, and every attendee will walk away with an exclusive Farther swag bag.
Meet the Team
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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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.
