Don’t Lose ANY Year-End Noncash, Crypto, CRT or CGA Gifts Because of Capacity, Timing or Expertise!!!!

Everyone waits until the last minute – that is human nature.  The wave of gifts is happening NOW, but this is when many charitable staff want to take vacations and do holiday shopping.  We don’t know what vacations are, and the only gifts we are focused on right now are charitable ones… our 30-person team works until the ball drops in Times Square!

We are purpose-built for speed!  Our average turnaround time for private stock donations is less than 3 days after we receive due diligence docs – real estate is 5-7 days – crypto is a few hours.  The donor then simply makes DAF grant recommendations back to his/her favorite charity(ies) or DAF once liquid – we do EVERYTHING and charities pay us NOTHING.   The fee averages 1.3-1.4 pct and is collected from the settlement proceeds.

We have already crossed the $1 billion noncash receipt threshold year-to-date, and in the last 30 days alone, we have received:

• Over 210 private stock donations collectively valued at over $545 million
• 8 real estate gifts
• 14 crypto gifts
• 23 gifts to fund CGAs (including ones with real estate and crypto) – currently have over 1,100 CGAs (1/3 are from QCDs)

Literally, every single one of these transactions was initially declined and then referred to us for completion.  If you have a good donor/client, with a good asset (usually $250K+ unless it is crypto), wanting to do good things, who calls about any kind of noncash or life income transaction, DON’T SAY NO!!!!  I can give you 6 BILLION reasons why you should contact us (total noncash assets we have completed since inception in 2003)!