Asset Types

We accept a wide range of asset types, including ones that many commercial brokerage firms are unable to accommodate. Often clients may not even be aware of the options available to them. Our development team specializes in simplifying the process of converting complex assets into contributions.

CASH
REAL ESTATE
PUBLICLY TRADED SECURITIES AND MUTUAL FUND SHARES
CLOSELY HELD STOCK
PARTNERSHIP INTERESTS
RETIREMENT PLAN ASSETS
BEQUESTS
OTHER COMPLEX ASSETS

Cash

Cash gifts allow donors to claim a current tax deduction of up to 60 percent of adjusted gross income and carry forward contributions exceeding that limit for up to five subsequent tax years.

Real Estate

A gift of commercial or residential real estate owned for more than a year entitles the owner to a tax deduction for the property’s full fair market value while allowing the owner to avoid capital gains tax.

Download the Real Estate Fact Sheet

Publicly Traded Securities & Mutual Fund Shares

Gifts of publicly traded securities and mutual fund shares qualify donors for an immediate charitable deduction of the full fair market value and an exemption from capital gains tax on the appreciation.

Download Instructions for Contributions of Public Security Certificates, Stocks and Bonds

Download Instructions for Electronic Transfer of Stocks and Bonds

Closely Held Stock

Closely held stock creates liquidity for charitable giving with illiquid assets while avoiding capital gains taxes, minimizing or eliminating estate taxes, and maximizing the tax deductibility of the donation.

Download the Closely Held Stock Fact Sheet

Partnership Interests

Donations of partial interests from an investment or business partnership permit donors to retain partial ownership of their business interests while also pursuing their charitable passions.

Retirement Plan Assets

Charitable contributions of various forms of retirement plan assets assist donors in reducing or eliminating income and estate taxes while simultaneously providing for the causes they support.

Bequests

Bequests enable donors to support the community while retaining complete control over assets during their lifetime through a living trust or will while earning a full charitable deduction on estate taxes.

Other Complex Assets

We specialize in simplifying the process of converting complex assets into charitable contributions. From commercial real estate to partnership interests, we accept a broad range of asset gifts that many commercial brokerage firms do not have the ability or the experience to accommodate.