The Charityvest Guide
  • Welcome to Charityvest 👋
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Share Account Access
      • Make a Contribution
      • Activate Investing
        • Impact investing
      • Grant to Charity
        • Tips for finding a specific charity
        • Philanthropic advisory
        • International Grantmaking
      • Check Grant Status
      • Schedule Future Giving
      • Send a Gift Card
      • Add Beneficiaries
      • Set a Giving Goal
    • Gifts We Accept
      • Cash
      • Stocks & ETFs
      • Crypto
      • DAF Transfers
      • Complex Assets
      • Other Ways to Donate
    • Our Portfolios
    • Our Fees
    • Philanthropic services
    • Invite Friends, Invest Free
    • Tax Matters
    • For Financial Advisors
  • COMMUNITY FUNDS
    • About Community Funds
    • Fund Managers
    • Community Fund Setup
      • Community Fund Policies
      • Community Fund Settings
      • Community Fund Design
        • Grantmaking Process: Examples + Inspiration
    • Donate to a Community Fund
    • Grant from a Community Fund
    • Community Fund Fees
    • Community Fund FAQs
  • For Charities
    • Receiving Grants
    • Stock & Crypto Donations
    • Charity FAQs
  • For Workplaces
    • Corporate Giving Fund
    • Employee Giving Programs
      • Employee Matching
      • Employee Equity
      • Setting Up an Employee Program
    • Administrator FAQ
    • Employee FAQ
  • About Our Venture
    • Our Giving Model & Philosophy
    • Our Story + Mission + Values
    • The Foundation Source Relationship
    • How We Make Money
    • Building the Future of Giving
    • Our Trust & Security Posture
  • Governance & Legal
    • About Charityvest, Inc.
    • Financial Reporting
    • Legal Documents
    • Required Disclosures
    • Legal Note
Powered by GitBook
On this page
  • How it works
  • Request to contribute complex assets
  • Partner fees
  • Timing

Was this helpful?

Export as PDF
  1. For Donors
  2. Gifts We Accept

Complex Assets

We can make complex giving simple.

PreviousDAF TransfersNextOther Ways to Donate

Last updated 6 months ago

Was this helpful?

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

How it works

  1. 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.

  2. 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.

  3. 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.

Request to contribute complex assets

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.

Partner fees

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.

Timing

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.

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, , 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.

Charitable Solutions LLC
1MB
Complex Asset Donations - Charitable Solutions - 1-Pager.pdf
pdf