Can I contribute complex assets, such as privately held securities, real estate, and life insurance policies?
Yes. We have extensive experience in accepting complex and hard-to-value assets. Please contact us early in your planning process. Our experience in accepting complex assets is among the longest in the industry. Partnering with the leading organization in the country in processing gifts of complex assets, we will work with you and your trusted advisors to coordinate asset transfers and gift acceptance.
Robert Calmer2020-04-16T19:36:59+00:00April 16th, 2020|