Explore assets that can expand the reach of your giving

As you explore the possibility of giving complex assets, we’ll help you and your advisor consider ways to maximize your charitable impact through tax-wise giving opportunities. When you’re ready to consider giving a complex asset, we’ll ask for information to help create a custom gift illustration for you and your advisor to consider.

When you decide to proceed, our due diligence team will do a review to understand the nature of the asset you wish to give, help navigate legal transfer requirements, and protect the larger community of givers.

As an owner, we’ll collect the standard documentation any owner would receive in the normal course of business. As distributions come in, we seek to set aside appropriate amounts for our taxes, costs, and potential liabilities, and the remaining proceeds are granted to a grantmaking vehicle like a Giving Fund.

With a potential sale on the horizon, we'll work to unlock the value of your gift for future grantmaking. Like any sale transaction, there are steps to complete the sale and achieve your charitable goals. To avoid any unexpected complications, we’ll need to review sale documents and terms of the sale to ensure compliance with charitable tax and legal requirements.

Once the asset has been monetized, the net proceeds from your asset gift will be granted to a grantmaking vehicle, like a Giving Fund or a Single-Charity Fund. From there, you have numerous investment opportunities to grow your fund, and your generosity can be put into action by recommending grants to your favorite charities.