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.
Hedge fund interest
LLC or LP interest
Non-publicly traded stock
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.
Maintenance fee may be applied
Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.
You are eligible for special rates
Our premier clients enjoy reduced pricing to further maximize their impact.
Our representatives are happy to guide you through.