• Contribute alternative assets, such as real estate and private equity, which can be held indefinitely

• Receive high-touch, customized philanthropic support

• Enjoy the flexibility of our “yes we can” approach to implementing creative solutions

• Seamlessly integrate with/complement your other giving vehicles

• Contribute 30-60% of your adjusted gross income, depending on the types of assets donated

• Deduct 100% of a donation of cash or publicly traded stock on date of transfer

• Deduct 100% of the fair market value of non-publicly traded assets (as opposed to only the cash basis for a private foundation donation)

• Pay no tax on the fund’s income

• Transfer assets from your private foundation to the DAF

• Give on your own timetable, with no minimum distribution requirement

• Set aside money during high income years so you can fund charitable giving during other years

Charitable giving encompasses more than just cash donations. You may be able to attain a new level of giving you may not have considered possible through assets you already own. You can use our expertise to quickly and easily donate hard-to- value assets to donor-advised funds or other types of charitable giving accounts. We specialize in accepting complex assets, including:

Gifts of Privately Held Business Interests

• C-Corp or S-Corp Stock

• Limited Liability Company (LLC) Interests

• Limited Partnership Interests

Gifts of Real Estate

• Personal Residence

• Commercial Property

• Farmland or Undeveloped Property

• Other Real Property

Other Alternative Asset Gifts

• Life Insurance Policies

• Retirement Plans

• Negotiable Instruments (such as notes receivable)

• Oil and Gas Interests

• Private Equity

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