More than cash: SVCF accepts 'complex assets' like pre-IPO stock, real estate, personal property and more for charitable purposes

Real Estate

Making charitable donations is often straightforward – donors write a check, or transfer money from their bank account into a charitable fund. But did you know that SVCF accepts other kinds of assets? Whether it’s pre-IPO stock, real estate or even private equity, SVCF works with individuals, families, companies and organizations to accept these assets and convert them into charitable good.

SVCF will accept a wide array of complex assets, including:

  • Restricted, privately held and closely held stock
  • Hedge funds
  • Virtual currency, including Ripple, Bitcoin and Ethereum
  • Interests in mutual funds
  • Real estate
  • Personal property, like artwork, jewelry or collector automobiles
  • And more!

SVCF can transform assets into a charitable resource to help alleviate some of the tax ramifications often associated with appreciated assets or a liquidity event. Our staff does the heavy lifting and shares their expertise, so that donors can be free to focus on their philanthropic vision.

Professional advisors with individuals, families or even nonprofit clients can also work with SVCF to fund clients’ philanthropy using non-traditional assets. Many people are unfamiliar with processing these types of complex or unusual gifts.

With nonprofits specifically, SVCF works side-by-side with the organizations and their professional advisors to accept complex assets from the organizations’ donors. For example: In Silicon Valley, a great deal of wealth is held in real property, but many local nonprofits find it difficult to accept real estate donations. Nonprofits may not have a real estate expert on staff or may have concerns about the legal burdens and costs. The Real Estate Trust at SVCF can accept real estate, and takes the stress out of giving for donors and nonprofits.

Our team is dedicated to working closely with donors and professional advisors to identify the best ways to meet financial and charitable objectives.

Wanted to explore your options for converting complex assets to charitable purposes? Contact SVCF at donate@siliconvalleycf.org to get started.