Complex Assets

Gifts of complex assets can seem just that—complex.

Structuring your planning to include gifts of closely-held business assets, outside DAFs, real estate, tangible personal property, and other investments—in a way that is tax-advantaged and provides for the people and causes you care about the most—does not have to be challenging.

Our gift planning experts are ready to work alongside you and your advisors to find a strategy that fits your unique circumstances.