Testamentary giving with complex assets

Leaving a charitable gift through your estate plan is a meaningful way to extend your generosity beyond your lifetime. In addition to cash and stock, your plan can include complex assets, like real estate or an interest in a closely held business.

When planning a testamentary gift of complex assets, there are several ways those resources may ultimately support charitable giving:

• Your estate can sell the asset and contribute the proceeds to your Giving Fund
• NCF or one of it’s affiliated ministries can receive and liquidate the asset
• Certain qualifying assets may be held to generate income for charitable granting
• Your Giving Fund can be named as a beneficiary in your estate plan

Careful planning with your professional advisors and NCF can help position a complex asset gift for acceptance and effective charitable use.

Your legacy of generosity can also continue through your NCF Giving Fund by creating a Succession Plan that names successors or charities to receive the remaining balance after your lifetime.

Read Testamentary giving with complex assets to learn more.