Appreciated asset & business interest gifting

Guides in this topic

Gifting a business interest to charity →Donating closely held stock to a donor advised fund →Pre-ipo stock charitable donation →Gifting llc interest to charity →Charitable gift of real estate tax strategy →Donating concentrated stock position →Gifting private company shares before a sale →

Advisor types

Appreciated asset gifting

gifting concentrated public stock · gifting appreciated real estate · gifting art, collectibles or other non-cash assets

Business interest gifting

gifting LLC or partnership interests · gifting closely-held or pre-IPO stock · pre-transaction charitable planning

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