Charitable clients often default to giving cash, stock and other securities to charities. But clients may be able to unlock greater philanthropic impact and tax benefits by considering their full portfolio. This session will equip advisors with strategies to help clients donate complex assets like private business interests, real estate, cryptocurrency and more. With real-world case studies, the program will explore how these gifts can enhance clients’ charitable giving—even benefiting smaller nonprofits that may not have the capacity to accept such assets directly.

This Partner Solutions webinar is sponsored by Greater Horizons.

1. Understand the tax advantages of donating appreciated assets to charity, which could include donor-advised funds or other charitable vehicles
2. Learn how to advise clients who are considering gifts of complex assets
3. Understand the process of donating real estate, private business interests, private equity/alternative investment funds, retirement plans, life insurance, and cryptocurrency to charities that are equipped to handle complex transactions