Shiny and “Drivey” Things: Charitable Gifts of Precious Metals, Jewelry and Vehicles

Gold jewelry, gold bars and coins on a wood texture background. Selective focus.

We have recently received A LOT of inquiries about coins, collectibles and cars.  My joke is that I would rather deal with an Irish private company with imported aardvarks than a bag of gold coins.  What seems simple is anything but, however there are donation opportunities when all the planets align.

Attendees will learn:

  1. The tax consequences of tangible personal property donations
  2. The weird rules and history of coin donations
  3. The weird rules and history of vehicle donations (including a recent case study)
  4. The complexities of collectible donations
  5. The key questions to ask donors/clients
  6. The math of why receiving a fair market deduction isn’t the best fit for many donors
Please join ​​Bryan Clontz, Ph.D., CFP®, AEP®, CAP® on May 27th and 29th by registering below:
Register: Tue, 5/27 @ 12 noon EST
Register: Thu, 5/29 @ 12 noon EST
Posted in Non-cash assets