Giving Complex Assets

Charitable giving encompasses more than just cash donations. Families and businesses can tap into the Community Foundation's expertise to quickly and easily donate hard-to-value assets, and open family or corporate funds to further their charitable goals.

Your clients may be able to attain a new level of giving they might not have considered possible through assets they already own. The Community Foundation specializes in accepting complex assets for charitable purposes, including:

Charitable Gifts of Real Estate
  • Personal Residence
  • Commercial Property
  • Farmland or Undeveloped Property
  • Other Real Property
Charitable Gifts of Privately Held Business Interests
  • C-Corp or S-Corp Stock
  • Limited Liability Company (LLC) Interests
  • Limited Partnership Interests
Other Alternative Asset Gifts
  • Life Insurance Policies
  • Retirement Plans
  • Negotiable Instruments
  • Oil and Gas Interests
  • Private Equity

This list is not intended to be all-inclusive of acceptable alternative assets. Gift acceptance is dependent upon asset review and approval.

Benefits

The Community Foundation is a public charity, so your clients will receive the maximum tax deduction allowed by law, avoid capital gains tax and may be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community and provide bottom-line benefits to the donor.

We do not provide tax, legal or accounting advice. This is for informational purposes only.