To many people, cash is the first (and sometimes the only) type of asset they think of when making a charitable donation. However, donating non-cash assets can have a bigger impact on your tax situation. Determining which types of assets to donate is part of our comprehensive managed philanthropy service. We closely analyze all aspects of your financial situation and make recommendations based on our research. We then provide complete management of the assets and provide support throughout the life of your charitable accounts.1

Determining which types of assets to donate is part of our comprehensively managed philanthropy service. We closely analyze all aspects of your financial situation and make recommendations based on our research.

Cash and non-cash contribution types include:

• Publicly traded securities
• IPO stock
• Restricted stock
• Privately held business interests
• Real estate
• Private equity fund interests
• Fine art and collectibles
• Equity compensation awards
• Cryptocurrency

Each type of non-cash contribution carries different policies and affects your tax situation differently. Our Managed Philanthropy service considers all aspects associated with non-cash contribution types and makes recommendations that are best aligned with your interests and personal financial situation.

Charitable giving is an integral part of the planning process for many clients with substantial wealth.

Seamless and endless: When you make the decision to include charitable giving in your financial plan, the next steps are crucial. You’ll have to determine the best tax-smart strategy for you, understand the benefits of donating cash vs non-cash assets, whether to bunch donations or keep them singular and understand the ins and outs of qualified charitable distributions(QCDs).

If you don’t have a specific charity to which you would like to donate, you will also need to make this determination, and explore how your donations will affect your succession planning and legacy planning.

We provide full support and ongoing advice on these important issues to ensure that your charitable giving is beneficial to all parties.

Quarterly performance reporting

Investment reporting: Donor clients receive quarterly performance reports and analyses, along with recommendations for future contributions. Pool performance results are net of all fees, including an assumed 0.60% annualized administrative fee for charitable services, and do not reflect the reduced administrative fee schedule for accounts with balances over $500,000. Comparative indices are not adjusted for fees which would have resulted in lower returns.

We offer a comprehensive range of investment alternatives to meet a wide variety of goals. Our professionally managed charitable accounts have a minimum investment requirement of $250,000