Complex Gifts


Some donors may wish to make a gift of property other than stock and publicly traded securities. The process for these gifts may be more complex, but any type of asset will be considered to qualify as a charitable contribution to the Foundation.

More complex gifts may include:

•  Restricted or Closely Held Stock
•  Real Estate and Deeds of Trust
•  Remainder Interests in Property
•  Oil, Gas, and Mineral Interests
•  Royalties and Intellectual Property rights
•  Limited partnership interests
•  Bargain Sales
•  Tangible Personal Property
•  Existing trusts or annuities

Foundation staff is ready to provide you with a free, personalized analysis regarding donations of property other than cash or publicly traded securities.

As these giving vehicles are complex and related to other estate planning, we encourage you to work with your lawyer or financial advisory.


For More Information


E-mail Randy Balogh, Director of Philanthropic Services or call him at (831) 477-0800 ext. 202 for a personal consultation.

Complex Gifts