By understanding the benefits of gifting different asset types, you can provide true value and become a differentiator for your donors. And the value you add may well result in a gift larger than the donor thought possible.
Judy Johnson and Gloria Swanson have been together for 30 years, and they live on 50 acres of property Judy purchased 17 years ago in the foothills of the Colorado Rockies. Judy purchased the property for $29,000 and built a great contemporary style home, in which she has invested $335,000. Her total investment in the property is $364,000.
Which of the below is the key factor (hopefully listed in your organization's gift acceptance policy) that must be satisfied before you have further conversations with the donor?
We frequently have the opportunity to consider an offer of gifts of tangible personal property (TPP) to our organizations. What is the key caveat?
Wondering what to ask? Here we highlight the key questions when helping a donor design a gift of complex assets.