Cryptocurrency in Estate Planning and Charitable Giving 

The University of Findlay's Estate and Planned Giving Council presents a breakfast program featuring Kirk Ross, regional fiduciary executive at Fifth Third Bank, who is an attorney and expert on cryptocurrency in estate planning and charitable giving.

Learn how crypto is transforming the sector, including:

  • Tax Benefits: How crypto donations can help avoid capital gains taxes and offer deductions.
  • Estate Planning: Best practices for including crypto in wills and trusts to avoid probate.
  • Charitable Bequests: How to incorporate cryptocurrency into planned giving to support causes.
  • Security and Access: Ensuring smooth asset transfer for beneficiaries.
Thursday, March 6, 2025
Winebrenner Building, Room 254
1000 N. Main Street, Findlay, OH 45840
7:30 - 9 a.m. 
RSVP by February 28, 2025


Presenter: Kirk Ross
After attending graduate school at Bowling Green State University, Ross and his family moved to Chicago where he earned his law degree from Northwestern University in 2004. He has worked at large and small firms, universities and banks. He served as the director of planned giving at Bowling Green State University and the University of Toledo Foundation for 10 years prior to joining Fifth Third's Private Bank in 2022. He currently serves as internal fiduciary counsel to the bank’s entire wealth management group.

Questions? Please contact Jamie Orians at 419-297-3390 or [email protected].

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Thursday March 6
7:30 AM - 9:00 AM
Thursday, March 6, 2025 | 7:30 a.m. - 9:00 a.m.
Winebrenner Building | Second Floor, Room 254
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