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.
