What can my client contribute to a donor-advised fund?

Your client can donate the following to a donor-advised fund.

• Cash, via check, credit or debit card, wire transfer or ACH.
• Publicly traded securities, including mutual funds and bonds.
• Privately held business interests, including C-corp or S-corp stock, limited liability company (LLC) interests or limited partnership interests. Learn more about donating privately held business interests.
• Private investments, including private equity interests, hedge fund interests or venture capital interests.
• Cryptocurrency, including Bitcoin, Ethereum or Solana. Learn more about donating cryptocurrency.
• Real estate, including personal residence, commercial property, farmland or undeveloped property. Learn more about donating real estate.

Before contributing privately held business interests, private investments, cryptocurrency and real estate, contact Advisor Services to discuss our requirements and processes.