Giving & Donors
We have a variety of different fund types available to help meet specific donor objectives.
We accept a wide range of asset types, including ones that many commercial brokerage firms are unable to accommodate. Often clients may not even be aware of the options available to them. Our development team specializes in simplifying the process of converting complex assets into contributions.
- Charitable gift annuities
- Charitable remainder trusts
- Closely held stock/business interests
- Distributions from Private Foundations
- IRA rollovers
- Other complex assets
- Partnership interests
- Publicly traded securities
- Real estate
- Retirement plan assets including IRA rollovers
Our Donor Services Manager, Bonnie Mitchell, is here to help!
Call Bonnie at 561-340-4505, or email her today.