Leverage Non-Cash Assets to Reduce Your Taxes,
Increase Your Income, and Create Your Charitable Legacy

Most charitable gifts are made with cash or appreciated securities, but thanks to a supporting organization of the LAM Treatment Alliance, it is possible to consider a much broader range of assets for tax-advantaged charitable giving. Businesses, real estate, tangible, and intangible property can all be used to establish charitable funds and provide donors with tax benefits.

Increasingly, donors are choosing to make gifts using illiquid assets. Just a few of the benefits of gifting complex assets during a donor's lifetime can simplify estates for geographically distanced heirs, lessen tax liability in business owner exit strategies, and give donors options for charitable giving beyond what they could comfortably manage with cash during their lifetimes.

Real Estate

Many people hold their most significant wealth in real estate. With the proceeds from a sale or bargain sale of commercial or residential real estate, the LAM Treatment Alliance can create a fund that will turn one gift of property into many gifts to charity. Charitable instruments for gifts of real estate can be structured to provide lifetime income, retain use of residential property, or provide ongoing involvement in giving. But real estate presents just one opportunity.

Non-Cash Assets to Consider

Businesses Can Be Donated and Continue to Operate

The LAM Treatment Alliance's supporting organization is uniquely qualified to value and accept gifts of closely held stock as well as partial or full ownership of operating businesses. This supporting organization provides an unusually effective mechanism for transferring ownership with or without control. If you own closely held stock, have a partial interest in a business, or are planning your exit from business ownership, we will work with you and your professional advisors to accomplish your charitable goals while maximizing your tax benefits.

Valuation

Gifts of real estate and other non-liquid assets can be more complex than gifts of cash or marketable securities so the LAM Treatment Alliance has developed sound policies and practices to ensure that valuations are fair and transactions are in compliance with the spirit and letter of the law.

Let's Talk!

There are as many possible scenarios as there are impulses to help. We welcome the opportunity to help you structure your giving. Even if these efforts do not result in a gift, we want to hear from you. Please feel free to call or email us 617-460-7339 or donations@LAMTreatmentAlliance.org to explore the possibilities.

16 Stearns St.
Cambridge, MA 02138
Tel: (617) 460-7339
Fax: (617) 441-8826