Complex Assets
Complex Assets
At GlobalTrust Funds we welcome complex assets. Donating these types of assets is often highly tax-effective and can make a significant impact for the charities you care about. Often donors may not be aware of the types of assets we accept at GlobalTrust Funds and the charitable advantages they offer. If you have questions about potential contributions, please contact us so we may plan for the donation.
Common Donations of Complex Assets
Cash
Closely-held Business Interests
Stocks, Bonds, ETF, Mutual Funds
Real Estate
IRAs and other retirement accounts
Bequests
Trust Interests
Life Insurance
Crypto Currency – BTC, ETH and others Precious Metals and Minerals – Gold, Diamonds, Silver
For assets not listed here, please contact GlobalTrust Funds.
The Tax Advantages of Donating Complex Assets
How to contribute
Contributing assets to your charitable giving account is simple. The first step: Select an asset to donate. We accept many types of complex assets, such as cash/check, appreciated securities, mutual funds, business interests, precious metals such as gold and more.
Direct Contribution For Big Impact
There are two ways that donors may contribute long-term, highly appreciated assets to charity:
Option 1: Sell the asset, realize the capital gain, then donate the net proceeds to charity. This results in a smaller tax deduction for the donor and a smaller gift to charity.
Option 2: Gift the asset directly to charity, avoid the capital gain, and donate the asset at Fair Market
Value to charity. – This results in a larger tax deduction to the donor and a larger gift to charity.