Leveraging Non-Cash Gifts

Guiding clients through the ABCs of LLCs and IPOs 

Gifts of Complex Assets

Significant assets are often held, not in bank or brokerage accounts, but in real estate, LLCs, closely-held stock, and tangible goods. 

If your organization is considering donating or receiving non-cash gifts and needs a better understanding of the associated tax implications, Allison can help you navigate the process in collaboration with your professional advisors.

Peake Impact acts as the facilitator working with the donor and nonprofit as well as their professional advisors to expedite these complex non-cash gifts. This includes: 

Customized Planning 

  • Personalized giving strategies development

  • Donor education on non-cash giving advantages

  • Gift analysis and optimization

  • Gift parameter negotiation

Transaction Support 

  • End-to-end gift facilitation

  • Timeline development and management

  • Donor and nonprofit communication management

  • Documentation preparation

  • Training and support for nonprofit support

Specialized Expertise 

  • Real estate gift facilitation (WA and HI experience)

  • Establishment and ongoing management of Supporting Organizations

The information provided through this website and any related materials is for educational purposes only and does not constitute legal, financial, or investment advice.

“ ‘Versatile' is the word that comes to mind when I think of Allison. She is responsive to donors' needs, knowledgeable about gift planning, skilled at handling the many details of gifts of complex assets, and visionary in helping clients imagine a brighter future. Donors who work with Allison leave an impressive legacy of which they can be proud." 

—Dr. Frank Minton, planned giving expert