Complex Gifts: Preparing for Potential Post-Sale Claims

Giving complex assets, such as ownership in a private business or real estate, is a tax-efficient way to optimize giving and multiply your impact for your favorite charities. There are many tax and legal considerations in complex-asset giving and selling, including making provisions for potential liabilities that may occur after the sale (also called “clawback” liabilities). Since each complex gift and sale is unique, NCF’s Complex Gift team will work closely with you and your advisors to develop a plan, based on your specific gift and sale agreement terms, to mitigate or reserve for potential post-sale claims after the asset is gifted to NCF.

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Complex Gifts: Preparing for Potential Post-Sale Claims