Complex Assets
We can make complex giving simple.
Last updated
We can make complex giving simple.
Last updated
Donating non-cash assets offers significant tax advantages, as well as the opportunity to deepen your commitment to your charitable legacy. Complex asset contributions include:
Private / Pre-IPO Stock
LLC and Limited Partnership interests
Private Equity, Hedge Fund, and Venture Capital Fund interests
Real Estate
Life Insurance
Retirement assets
Royalties
For specialized donations, Charityvest for Advisors partners with a purpose-built complex gift acceptance firm to receive, report, custody, liquidate, and distribute proceeds for such assets. Our partner firm, Charitable Solutions LLC, has nearly two decades of experience and has processed nearly $4.5 billion in non-cash gifts from individual donors into their donor-advised funds at various sponsors.
As early as practical, request an introduction. Request an introduction to Charitable Solutions via your Charityvest account. Please fill in any available details regarding the possible donation.
Receive consultation on gift process, timing, and fees. Charitable Solutions will cover the process and potential transaction with you, including a timeline and gift processing fees. There is no cost or obligation to receive this consultation.
Charitable Solutions receives and liquidates the donation, transferring proceeds to your account. Once the asset is sold, the proceeds will be posted to your giving account, net of processing fees, and will be available for granting. Charitable Solutions will provide gift acknowledgment to substantiate the donation for tax purposes.
If you are interested in making a contribution of a complex asset on behalf of a client:
Log in to your account Dashboard.
Click the Contribute to fund button.
Select the Donate privately held or complex assets button.
On the Donate complex assets screen, review the step-by-step process overview. Click the Get started button. You can also click to view the 1-pager for more information about Charitable Solutions.
Complete the form details to initiate an introduction to the Charitable Solutions team. You will need to provide the following information:
Description of asset.
Estimated fair market value of asset, if known.
Estimated liquidity timing, if known.
Additional information or questions.
Based on your entry for Estimated fair market value of asset, we will automatically estimate the fee range in accordance with the Charitable Solutions fee structure.
Click Message Charitable Solutions to submit. We will share your inquiry with the Charitable Solutions team along with a summary of responses to you for reference.
Charitable Solutions will follow up directly with you to help you get started.
Charitable Solutions assesses an industry-standard fee for service of 1-3% on complex asset donations, with a minimum fee of $10,000. There is no cost or obligation to receive the initial consultation.
We recommend that you complete the contribution request form for complex assets as early as possible, once you have determined that you are reasonably likely to initiate this contribution.
Still have questions about this process? Contact us via Intercom chat or email at support@charityvest.org.
