Optimize Your Complex Assets

Posted May 21, 2024 by Jean Spinosi

Our team has experience managing complex assets, including business interest, commercial and residential property, oil and gas interest, Crypto, retained life estate, sale of a business, and S Corp stocks. Utilizing complex assets for charitable giving could result in a tax deduction and amplify the impact on your favorite charity. Learn more about the different types of complex assets by visiting https://catholic-foundation.org/giving/#types-of-giving

Questions? Please contact Scott Hartman for more information on how you can use complex assets to maximize your charitable giving: shartman@catholic-foundation.org or 614-443-8893.


Child being handed a book from a woman in a classroom setting.
Stay In The Know

Sign up for updates on our impact in the Catholic community and learn ways you can make your philanthropy more effective.

Name(Required)
This field is for validation purposes and should be left unchanged.

“Consider this: whoever sows sparingly will also reap sparingly, and whoever sows bountifully will also reap bountifully. Each must do as already determined, without sadness or compulsion, for God loves a cheerful giver.” 
2 Corinthians 9: 6-7

GIve Now