The Indian River Community Foundation specializes in helping donors develop customized philanthropic plans based on a broad range of assets, from cash to real estate to art and stock in closely-held companies. We also assist donors by finding the best way to advise their fund when it passes into other hands.
The Community Foundation can work with you on the following gift acceptance:
Outright Gifts Cash and securities including appreciated stock Gifts of Real Estate Land, Personal Residence, Commercial Property, Other Real Property
Gifts of Partial Interests Closely-held Stock (S-Corp, C-Corp, LLC), Partnership Interests, Limited Liability Company Gifts of Tangible Personal Property Artwork, Royalties, Copyrights, Patents, Valuable Collectibles
Other Alternative Asset Gifts Life Insurance Policies, Retirement Plans, Negotiable Instruments (such as notes receivable), Oil and Gas Interests
This list is not intended to be all inclusive of acceptable alternative assets. Gift acceptance is dependent upon asset review and approval.