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The Relationship Between Non-Cash Assets And Charitable Giving

When a donor wants to make a significant gift to an institution or to an organization, the default thinking is to use available cash or other relatively liquid investments such as listed equities whether from a private foundation, a Donor Advised Fund or a checkbook.  In some cases, however, when there is not enough cash available, but the donor still wants to make one or more significant gifts   it may be time to look at alternative options such as using non-cash assets to fund the gift and achieve the kind of impact around the issue or issues he or she cares most deeply about.

Using assets such as art, securities, land or intellectual property as an alternative to, or in addition to, traditional financial support is becoming increasingly popular, particularly for individuals who would prefer to preserve their capital. There are tax benefits as well. A donor can potentially avoid capital gains taxes that may arise if the asset is sold, while simultaneously getting a charitable deduction.

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