What are the benefits of donating private assets?
If you give a private asset to your donor-advised fund instead of selling it first, you may avoid capital gains tax on the appreciation and may be able to deduct its fair market value. Once the asset is sold, the proceeds go to your fund to invest and grant to the charities you choose over time.
What private assets can I give?
We regularly accept and manage gifts including:
- Private equity interests
- LLC, LP, and LLP interests
- Non-publicly traded stock
- Pre-IPO stock and founder equity
- C-corporation and S-corporation shares
- Hedge fund interests
Every asset is carefully evaluated to confirm eligibility, ensure a smooth transaction, and maximize charitable impact.
Giving real estate, art, or another type of asset? See Complex Assets.
When should I reach out?
As early as you can, and before a sale, IPO, tender offer, or buyback is final. Transfer approvals and deal timing affect whether Vanguard Charitable can accept a gift.
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How does donating a private asset work?
Four steps from first conversation to grants.
Frequently asked questions
What is Private Asset Advantage?
Private Asset Advantage is a Vanguard Charitable program for founders, employees, and investors with private-company equity who want to plan their giving before a sale or IPO. More than one person from the same company can take part on a shared timeline, and each person recommends grants from their own donor-advised fund.
