What types of assets can I contribute to my Donor Advised Fund?

iGiftFund can accept a wide range of assets. These include:

• Cash
• Publicly traded securities including stocks, bonds, mutual fund shares
• Restricted and controlled stock
• Privately-held securities (C-corp or S-corp shares, LLCs, LPs)
• Real estate
• Life insurance policies
• Private foundation grants or terminations
• Bequests
• The named beneficiary of a charitable remainder trust or a charitable lead trust
• The named beneficiary of an IRA, 401(k), or other retirement account
• Tangible and intangible personal property

Tax regulations vary by the type of asset, and are subject to change. Call us if we can help in the initial planning of your contribution. We will work with you and your trusted advisors. Our experience (particularly with accepting and holding complex and hard-to-value assets) is among the longest in the industry.