Complex assets

Facilitate a complex asset contribution on behalf of your client alongside Charitable Solutions.

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Complex Asset Donations - Charitable Solutions - 1-Pager.pdf

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Your clients may wish for your assistance in contributing a variety of complex assets to their giving account through the Foundation Source DAF 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

For specialized donations, Charityvest partners with a purpose-built complex gift acceptance firm to receive, report, custody, liquidate, and distribute proceeds for such assets. Charitable Solutions LLC 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.

How it works

1. As early as practical, request an introduction. Request an introduction to Charitable Solutions via your client’s profile in your PCA admin account. Please fill in any available details regarding the possible donation.

2. 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.

3. 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.

Request to contribute complex assets on behalf of a client

If you are interested in facilitating a contribution of a complex asset on behalf of a client:

• Log in to your PCA admin 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, Charityvest will automatically estimate the fee range in accordance with the Charitable Solutions fee structure.

• Click Message Charitable Solutions to submit. Charityvest 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.

Partner fees

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.

Timing

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.

If preferred, your clients can independently request to partner with Charitable Solutions to contribute complex assets.

Curious to learn more about the Foundation Source DAF program? Contact [e-mail] for any program or product-related matters.