Contribute Complex Assets
While many advisors have helped clients facilitate charitable contributions of cash or publicly-traded securities, contributing complex assets to a charity with a donor-advised fund can be a smart strategy for your clients.
Complex assets — such as private company, restricted stock, limited partnership interests and other seemingly illiquid assets — are generally more tax efficient than cash and can help your clients effectively fund their charitable giving.
Let us help you explore the key considerations and opportunities of this tax-efficient, but under-utilized client approach to charitable giving.
Who benefits when complex assets are contributed to Fidelity Charitable?
|The Advisor||The Donor||The Charity|
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