Contributing complex assets

We make liquidating complex assets easier. Our seasoned network of financial and tax professionals offer decades of experience with all types of complex assets. In addition to the more frequently contributed complex assets below, we also consider interest in limited partnership, C-corp and S-corp shares, residential and commercial real estate, artwork, intellectual property, and more. Each complex asset is evaluated individually, and we're happy to discuss the complex asset you have in mind.

 

Unlock the power of complex assets

  • Support many charities over time with the proceeds from one contribution.
  • Lessen capital gains on highly appreciated assets.
  • Rebalance your portfolio in a tax-effective way.
  • Avoid tedious paperwork required to donate complex assets.
  • Receive a tax deduction based on the asset's fair market value.
  • Lessen the burden of administrative tasks that go along with liquidation.

5 steps to contribute complex assets

At every step, we stay with you to streamline the process and reduce the burden of paperwork, approvals, and communication among all parties. With our broad and deep expertise, our teams will work closely with you and your advisor to efficiently and effectively manage all aspects of your contribution. We aim to help you enjoy the benefits of complex asset contributions, while facilitating and simplifying the process for you.

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Give us a call to get started.

When you contact us to discuss your complex asset, we review your giving plan and the logistics of your contribution.

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Prequalification

Our experienced complex assets group works closely with you and your advisor to conduct comprehensive due diligence. We develop a timeline and liquidation plan tailored to your asset type and your needs.

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Transfer Assets

After your contribution is made, you receive a tax substantiation letter with the details of your contribution. In most cases, you can claim a tax deduction based on the asset's fair market value according to the IRS regulations -- with fewer limitation than with a private foundation.

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Liquidation

We work to liquidate the asset as soon as possible and take care of all associated administrative tasks, keeping you informed along the way. Once the proceeds show up in your charitable giving account, you can recommend how those charitable dollars are invested.

Planned giving

Planned Giving

Setting up a succession plan is essential to establish your giving legacy for years to come. Your single contribution can often support years of granting to a variety of charities, serving as the foundation for long-term and impactful philanthropy.  

Footnotes

Complex asset donations are often time-sensitive and may need longer processing times. We generally liquidate assets as quickly as possible while adhering to IRS and legal guidelines. Due to extended research and processing timeframes, please initiate complex asset contributions well in advance of desired deadlines. Some complex asset contributions may be subject to additional taxes, transaction costs or legal fees. Contact us to learn more.

 

All donations must meet Vanguard Charitable minimums to be accepted.

 

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