Assets Donors Can Give
Your clients can give a variety of assets to start or grow a charitable fund.
Many gift options can take advantage of income tax benefits in the same year, provide income during a donor’s lifetime or realize significant tax benefits. Whether by giving cash, appreciated stock or other unique assets, we're here to help your clients turn their assets into impact.
Some of the assets we accept
Cash
Stocks and Marketable Securities
Business Interests and Closely Held Stock (e.g., S Corp, C Corp, LLC)
Real Estate or Other Property
Retirement Assets and Qualified Charitable Distributions
Commodities (e.g., crops, mineral interests)
Personal property (e.g., artwork, farm equipment)
Your Go-to Place for Non-cash Gifts
Hear the benefits of turning non-cash assets into charitable gifts in this video, and then find out how the Saint Paul & Minnesota Foundation's experience can support you and your clients in our Advisors’ Guide to Making Gifts of Non-cash Assets.
Ways to Give
Explore the following charitable options with your clients with these downloadable guides.
Gifts of stock, appreciated stock or mutual funds can make an ideal charitable gift.
Guide to Stock and Mutual Fund Gifts
Real estate can be used to create a significant charitable legacy. It is one of the most beneficial charitable gifts for both the donor and the nonprofit.
Guide to Gifts of Real Estate
Retirement assets can make excellent charitable gifts for both the donor and nonprofits and create a significant and lasting charitable legacy. The guide covers beneficiary designations, qualified charitable distributions and testamentary charitable remainder trusts.
Guide to Donating Retirement Assets
Charitable giving doesn’t need to make a business transition plan more complex. Your client can incorporate giving into their transition plan by donating privately held stock.
Guide to Enhancing Business Transitions Through Charitable Giving
Donating a new or existing life insurance policy to a donor advised fund (DAF) allows your clients to make a larger charitable gift than they ever thought possible.
Guide to Charitable Life Insurance
A charitable gift annuity is a way for your clients to make a significant charitable gift and receive a steady income stream in return.
Guide to Charitable Gift Annuities
A charitable remainder trust (CRT) is a way to make a significant charitable gift with a variety of assets and receive income in return.
Guide to Charitable Remainder Trusts
Charitable gifts of crops, livestock and machinery can make excellent assets to donate.
Guide to Gifts of Farm Assets
There is an easy way to use real estate to create a charitable legacy and simplify a client's estate at the same time. It’s called retained life estate.
Guide to Retained Life Estate
Gifts of virtual currency, such as bitcoin, dogecoin and other cryptocurrency, can be used to establish or grow a donor advised fund.
Guide to Donating Cryptocurrency
Your clients will find that making charitable gifts through their wills is easy and may also reduce their taxable estate. This kind of gift “costs” them nothing during their lifetime and has the potential to impact the community forever.
Guide to Making a Charitable Gift in a Will
Bank accounts (checking, savings, etc.) and brokerage accounts (stock, mutual funds, etc.) can be directly transferred to a charitable fund through a payable on death (POD) option, simplifying estate administration for heirs.
Real estate can also be donated through a Transfer on Death Deed.
Guide to Gifts of Real Estate via TODD