When it comes to charitable giving, many nonprofit organizations—from hospitals to universities and community foundations—receive gifts beyond simple cash donations. Real estate, closely held business interests, and other non-traditional assets can have a profound impact on an organization’s financial health and mission fulfillment. However, processing these complex donations requires expertise, compliance oversight, and strategic management.

UI Charitable specializes in handling complex donations for nonprofits, ensuring that they receive the full value of their donors’ generosity while minimizing administrative burden. Whether it is the planned giving department of a hospital or the development office of a college, UI Charitable provides the expert services needed to facilitate seamless, tax-efficient giving.

Expertise in Non-Cash Assets

Many donors wish to contribute highly appreciated assets such as real estate, privately held business shares, or even cryptocurrency. While these gifts can be transformational, they also come with intricate tax implications and legal considerations. Our team navigates the complexities of these assets, ensuring that institutions can accept them with confidence and compliance.

Streamlined Process for Complex Asset Donations

Hospitals, colleges, and universities with planned giving programs often lack the internal resources to manage complex gifts effectively. That’s where we step in. UI Charitable offers comprehensive solutions, including:

Gift Structuring – We leverage charitable vehicles such as Door-Advised Funds, General field of Interest Funds and others to manage complex donations to achieve tax benefits for donors and to maximize value for the nonprofits.

Compliance & Risk Management – Our team ensures that all transactions meet IRS guidelines and nonprofit gift policies, reducing exposure to risk.

Liquidation – We manage the conversion of assets into usable funds, seamlessly transferring them to the nonprofit recipient.

A Partner in Philanthropy

For hospitals and other nonprofits managing planned giving portfolios, having a trusted partner to process complex donations allows them to focus on their core mission. By leveraging UI Charitable’s expertise, nonprofits can unlock new opportunities for complex asset donations that may have been previously accrued.