Many of our donors give in ways beyond cash or checks. If you own a business, investment real estate, or highly appreciated assets, you may be able to make a powerful gift while also receiving significant tax advantages.

Our team works confidentially with you and your professional advisors to structure charitable gifts that are strategic, tax-efficient, and aligned with your philanthropic goals.

Why Give Non-Cash Assets?

Donating appreciated assets directly to the foundation can allow you to:

• Avoid or reduce capital gains taxes
• Potentially receive a charitable income tax deduction
• Simplify complex assets
• Create or grow a Donor Advised Fund
• Support causes you care about in a transformational way

We handle the due diligence and liquidation process, so your giving experience is smooth and efficient.

Business Interests

If you own shares in a privately held company, LLC, partnership, or S-Corp, you may be able to donate a portion of your ownership interest prior to a sale.

This strategy can:

• Reduce capital gains exposure
• Support charitable goals during a liquidity event
• Allow you to establish or grow a permanent charitable fund

We work with business owners, attorneys, and CPAs to review governing documents, evaluate transferability, and manage the gift process with discretion.

Ideal for: Business owners planning a sale, succession, or recapitalization.

Investment Real Estate

Gifts of appreciated real estate including commercial property, rental property, farmland, or undeveloped land can provide meaningful tax benefits.

By donating real estate directly:

• You may avoid capital gains taxes on appreciation
• You may receive a charitable deduction based on fair market value (subject to IRS rules)
• You convert illiquid property into charitable impact

Each property is reviewed to ensure it aligns with our gift acceptance policies.

Other Capital Gain Assets

We also consider gifts of:

• Publicly traded securities
• Closely held stock
• Partnership interests

Donating appreciated assets instead of selling them first is often one of the most tax-efficient ways to give.

How the Process Works

1. Confidential Conversation – Share your goals and the asset you are considering.
2. Preliminary Review – We conduct due diligence and confirm acceptability.
3. Coordination with Advisors – We collaborate with your legal and tax professionals.
4. Transfer & Liquidation – Once received, we manage the asset in accordance with policy.
5. Charitable Impact – Proceeds support the fund or charitable purpose you choose.

Every situation is unique. We’re happy to have a no-obligation, confidential conversation about how your assets can create lasting community impact.

Contact:
Amy Jordan, President

(330) 655-3580
amyjordan@myhcf.org

Please consult your professional advisor regarding tax implications.