An insightful philanthropic plan and tax strategy takes into account the full breadth of a donor’s portfolio, including all non-cash and complex assets. With a thoughtful approach, these types of assets can be used to maximize charitable impact while minimizing tax liability.
Many portfolios contain less conventional forms of non-cash assets beyond marketable securities such as stocks, bonds and mutual funds. These are known as complex or illiquid assets and can include investments such as a partnership stake in a private company, a hedge fund interest or a real estate holding.
