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 businesses, including C-Corps, Limited Liability Companies, Limited Partnerships and S-Corps. Learn more about donating private business interests.
• Real estate, including personal residence, commercial property, farmland or undeveloped property. Learn more about real estate donations.
• Other alternative and complex assets, including, but not limited to:
  • Retirement plans
  • Negotiable instruments
  • Private equity
  • Cryptocurrency

Before contributing private business interests, real estate and other illiquid assets, contact Advisor Services to discuss our requirements and processes.