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PERSPECTIVE:
Cash
OtherAssets
Cash Gifts
Other AssetGifts
What Assets are Given? What Assets are Owned?
80%Cash
91% OtherAssets
Creative Giving—Thinking Beyond• Vehicles
– Cars, trucks– RVs– Boats
• Collectibles• Gold, silver, jewelry• Business Inventory• Stock in a company• Real Estate• Timeshares
Donor Issue
Handle In House(cash/stock)
iDonate.com(planning/non cash)
Donor
DueDiligence!
Acceptance
Receipt
Gift Flow Process
iDonate.com• Turn-key solution
– iDonate.com facilitates gift – beginning to end– iDonate.com handles aministrative end– iDonate.com provides expertise
• Personalized iDonate.com website
How it works• Donor completes online donation form • iDonate.com assesses gift opportunity• iDonate.com provides information to donor how
to transfer the asset• iDonate.com receipts donor• iDonate.com liquidates the asset• Funds are put into Charity Fund
60% LP Int.
Appreciated Property$3,500,000
Jones LPEd & Edie
Gen.Partner
1%
Control
Ed & EdieLimitedPartners
JonesDAF
$700,000
Jones Unitrust
$2,100,000
Ed & Edie& Family$700,000
20% LP Int. 20% LP Int.
Charities/Ministries/Church/etc. Ed & Edie for Life
AtDeath
Buyer
Negotiate
Expertise for the most complex gifts