Stewarding a legacy of generosity

Philanthropic Tools
Find the giving vehicle that makes the most sense for your client.
Assets as Gifts
In addition to cash, we can accept many different kinds of assets as charitable contributions, including:
- Real Estate
- Restricted / founder's stock
- Charitable IRA
- Publicly traded stock
- Mutual funds
- Intangible & intellectual property
- Privately held companies
- Tangible property
- Private equity interests