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Complex assets, like hedge fund or private equity investments, insurance policies, and non-publicly traded stocks, can be very tax-effective donations. They can also be difficult and expensive to gift to charity. Many nonprofit organizations are simply not equipped to accept these types of donations because of the high cost to liquidate and required staff expertise.
Vanguard Charitable has the skills and resources to manage your complex financial asset donations. These gifts are different than many traditional donations and may require prequalification, higher contribution amounts, additional fees, and extended processing time.iWhy make a complex asset donation to a philanthropic account?
Refer to the table below for required contribution minimums by asset type for complex asset donations.
Note: The IRS may require a qualified appraisal of donated assets.
|Primary asset type||Minimum contribution|
|Non-publicly traded stock (e.g. C Corp.)||$750,000|
|LLC or LLP interest||$750,000|
|Hedge fund interest||$750,000|
|Restricted stock (incl. Rule 144/145)||$50,000|
|Otherii||Contact for quote|
View our 5-step instructions on how to contribute complex assets.
Before initiating a complex asset donation, email us at firstname.lastname@example.org.
Donating complex assets:
Download a brochure.
Read donor stories and view more information about contributing gifts of:
iAssets must be valued at $25,000 or more to qualify as a donation to Vanguard Charitable.
iiWhile some complex asset donations, such as gifts of foreign traded stock, do not have higher minimum contributions, they may be subject to additional transaction or legal fees. Contact Vanguard Charitable to learn more.