Complex Assets

Unlock the potential of complex assets to support your clients’ philanthropy and maximize their tax benefits.

Your clients have diversified portfolios and may need to give complex assets to maximize tax benefits. Donations of complex assets can create significant resources for the causes and organizations your clients care about.

NCCF accepts a variety of assets, allowing for flexible giving. Our staff works closely with you and your clients to consider assets most appropriate to use for charitable gifts. We have expertise in handling complex gift transactions, helping your clients transform assets into charitable resources.

Giving at NCCF

Cash, credit card, wire transfer, or online at nccommunityfoundation.org/donate.

Publicly traded stock, mutual finds and exchange traded funds.

If your clients are 70 1/2 or older, they can make a qualified charitable distribution from their IRA of up to $100,000 into several types of NCCF funds, excluding DAFs.

Residential and commercial property. Real estate must have a fair market value of at least $100,000 and be deemed marketable within two years from date of gift. Gifts of Real Estate (PDF Download)

Privately held stock, limited partnerships, LLC interests and other business interests. Asset must have value of at least $100,000 and be approved by NCCF Executive Committee. Gifts of Closely-Held Stock (PDF Download)

If your client has a private foundation and is concerned with succession planning or would like to spend less time managing their foundation, you can transfer those assets to NCCF to create a fund that can be managed with the assistance of NCCF staff. 

  • Your clients can create or add to an NCCF fund through their will or living trust.
  • Your clients can name NCCF as the payable on death beneficiary of any financial accounts.
  • Your clients can name their NCCF fund as the beneficiary of their retirement account or life insurance policy.
  • Your clients can transfer a life insurance policy irrevocably to NCCF.

 

Contact a Member of Our Team Today

Kathryn Roebuck Holding, J.D.
Director of Development
Email
919-256-6932
To begin, and for advisors and donors in central counties
Beth Boney Jenkins
Development Officer, East
Email
910-782-2895
For advisors and donors in eastern counties
Megan Lynch Ellis
Development Officer, West
Email
828-355-4306
For advisors and donors in western counties
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