Complex assets
Facilitate a complex asset contribution on behalf of your client alongside Charitable Solutions.
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Facilitate a complex asset contribution on behalf of your client alongside Charitable Solutions.
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Was this helpful?
Your clients may wish for your assistance in contributing a variety of complex assets to their giving account through your custom giving program, including:
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
As early as practical, request an introduction. Request an introduction to Charitable Solutions via your client’s profile in your advisor account. Please fill in any available details regarding the possible donation.
Receive consultation on gift process, timing, and fees. Charitable Solutions will cover the process and potential transaction with you and your client, including a timeline and gift processing fees. There is no cost or obligation to receive this consultation.
Charitable Solutions receives and liquidates the donation, transferring proceeds to the client's account. Once the asset is sold, the proceeds will be posted to your client's 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.
If you are interested in making a contribution of a complex asset on behalf of a client:
Log in to your advisor account Dashboard.
Click on your client's name to expand their profile.
Click the Make a contribution button (only available once a client has accepted their invitation).
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 and your client for reference.
Charitable Solutions will follow up directly to help you get started.
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.
We recommend that you complete the contribution request form for complex assets as early as possible, once you have determined that your client is reasonably likely to initiate this contribution.
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.
If preferred, your clients can .
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest () for platform-related matters.
