Contributing complex assets

We make donating complex assets easier. Our seasoned network of financial and tax professionals offer decades of experience with all types of complex assets. In addition to the more frequently contributed complex assets below, we also consider interest in limited partnerships, C-corp and S-corp shares, residential and commercial real estate, artwork, intellectual property, and more. Each complex asset is evaluated individually, and we're happy to discuss the complex asset you have in mind.


  • Hedge fund interest


  • LLC or LP interest


  • Private Equity


  • Non-publicly traded stock


  • Insurance Policy


Unlock the power of complex assets

  • Support many charities over time with the proceeds from one contribution.
  • Lessen capital gains on highly appreciated assets.
  • Rebalance your portfolio in a tax-effective way.
  • Receive a tax deduction based on the asset's fair market value.
  • Simplify the paperwork and administrative tasks that go along with complex asset donations.

At every step, we stay with you to streamline the process and reduce the burden of paperwork, approvals, and communication among all parties. With our broad and deep expertise, our teams will work closely with you and your advisor to efficiently and effectively manage all aspects of your contribution. We aim to help you enjoy the benefits of complex asset contributions, while facilitating and simplifying the process for you.

Blue Circle with the number one, for list item Give us a call to get started

Give us a call to get started.

When you contact us to discuss your complex asset, we review your giving plan and the logistics of your contribution.

Blue circle with the number two for list item Read and sign form


Our experienced complex assets group works closely with you and your advisor to conduct comprehensive due diligence. We develop a timeline and liquidation plan tailored to your asset type and your needs.

Blue circle with the number three, for list item Transfer assets and we complete due diligence

Transfer Assets

After your irrevocable contribution is made, you receive a tax substantiation letter with the details of your contribution. In most cases, you can claim a tax deduction based on the asset's fair market value according to the IRS regulations -- with fewer limitations than with a private foundation.

Blue circle with the number four, list item Liquidation


We work to liquidate the asset at our earliest opportunity and take care of all associated administrative tasks, keeping you informed along the way. Once the proceeds show up in your charitable giving account, you can recommend how those charitable dollars are invested.

Blue circle with the number five, list item now make an impact

Now make an impact

Funds arrive in your donor-advised fund account. Your single contribution can often support years of granting to a variety of charities, serving as the foundation for long-term and impactful philanthropy.  

Complex asset donations are often time-sensitive and may need longer processing times. We generally liquidate assets as quickly as possible while adhering to IRS and legal guidelines. Due to extended research and processing timeframes, please initiate complex asset contributions well in advance of desired deadlines. Some complex asset contributions may be subject to additional taxes, transaction costs or legal fees. Contact us to learn more.


All donations must meet Vanguard Charitable minimums to be accepted.


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Maintenance fee may be applied

Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.


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Our premier clients enjoy reduced pricing to further maximize their impact.

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