Understanding Tax Issues That Can Lead to Bigger Gifts

Are you expected to raise gifts of $50,000 or more? When discussing gifts of this size with donors, you need to think beyond just cash and publicly-traded securities. Donors at this level often own other assets with substantial value, such as real estate, business interests, partnership interests, and retirement plan assets, that can present special tax challenges. Fortunately, by understanding these challenges you can help your best donors solve them with good charitable planning.